Data Load Rules - Field Explanation

This application page contains all data load rules that have been created and modified. The Status indicates whether the latest data load was completed successfully. Red indicates a failure, green means the load was successful, and a gray hyphen ...

Access the New Data Load Rule page by navigating to Maintenance  > Data Integration > Data Load Rules . Click the New Data Load Rule tab. Load Type Load Types represent the way in which you plan to load data to Planful. Sele...

Select file requirements or the structure of the data you are loading. If you are performing a Copy Paste or Web Services load, this page allows you to specify parameters for incoming data . Different fields are available based on the Load Type sel...

Manipulate the file or format of the data from which you are loading data. The top pane displays the raw data, and the bottom pane displays the manipulated data. Manipulation options include: Join - merges multiple columns into a new column. S...

This is the final step in the Data Load Process. If there where issues with the load, an error log is created. If the Data Load was successful, a message indicating so will appear. It's important to load data in chronological order to avoid discrepa...