Data Integration Configuration

Now you've got to decide how you will load your data to the Planful structure. Under Data Integration Configuration, configure the appropriate task based on your data load plan. There are several options to load data to Planful in addition to Web and Cloud Services.

For information on all options available to load data to Planful, see Loading Data to Planful.

Web Service Access

Access the Web Service Access page to define security access for importing data from an external source into the Planful application through Web Services. Additionally use the Web Service Access page to notify users when data is loaded to Planful via Web Services.

Descriptions of fields on this page are provided below.

API - Enable or disable Web Service access.

Web Service URL - Default URLs needed to connect with the Planful application through a session-state or state-free authentication.

Available User(s) - A list of all users created via User Management or loaded via Data Load Rules.

Email User(s) - A list of all users who will receive emails whenever data is loaded into the Planful application through Web Services. Use the arrow buttons to add or remove email users.

More information on Web Services is provided in the Load Your Data to Planful section.

Cloud Services

Access the Cloud Services page to configure Box integration. Planful Cloud Scheduler - Data Load Rule functionality is fully integrated with Box. This means that you can place a file on Box and schedule a data load rule in Planful to load the file (and all contents) to the Planful application.

You can load data to Planful from Google Drive.

Additionally, you can use the NetSuite data connector to integrate Planful with NetSuite.