Data Integration Admin Guide

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This guide explores options available to load your data to Planful. .

The remainder of this document discusses each of the options along with best practices.

Web Services / Boomi - load all types of data

Integration Services - manage the Integration Process with Boomi from within the Planful application

APIs - a simple, powerful and secured way of importing or exporting data to and from the Planful application.

Cloud Services - depending on service (for example, Box and NetSuite Connect); load GL, Segment Hierarchy, Transaction, and Translations data

Data Load Rules - load all types of data

Transaction Details - load transaction or "daily" data

Actual Data Template - load actual data

Best Practices for Loading Data

Note:

To search within this document, expand all topics by clicking the Expand All button and then use your keyboard and select Ctrl+F. Enter search content in the box that appears.

Data Integration Options at-a-Glance

Actual Data Template	Load actual data for the Consolidation application in a template format.
Translations Setup	Load data that needs to be translated. For example, if your organization operates with multiple companies with disparate general ledgers using different schemas of chart of accounts, data translations or mappings are required for the data to be loaded into the Planful suite.
Transaction Details	Load transaction or "daily" data, which might include translations.
Data Load Rules	Load all types of Data. Planful home grown easy-to-use wizard steps you through the process to get your data into Planful.
Data Calculation Exceptions	Instruct Planful, during the data load process, to take default values for missing data for periods where no entries are posted.

Additional Data Integration Topics

Clear Data	Delete financial data posted by the Consolidation process or loaded using Data Load Rules.
Export Data	Use the Export Data and Export Data Setup pages to export data from Planful to Excel, text, or CSV (comma delimited value) file formats.

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What's Next

Introduction

Table of contents

Data Integration Options at-a-Glance
Additional Data Integration Topics