Overview and Cheat Sheet
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Overview and Cheat Sheet
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When you completed the Configuration Tasks, you were essentially telling the system how you want your application structured (you defined the chart of accounts, fiscal year, and so on). Now, data needs to be loaded to that structure.
This following options are offered by Planful to load your data.
Loads all types of data. With Boomi, use secure connectors. Take advantage of Protocols and API integration tools. See the Admin Guide to Loading Data to Planful. | |
Depending on service; loads GL, Segment Hierarchy, Transaction, and Translations data. | |
Loads actual data for Consolidation application in a template format. | |
Loads 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. | |
Loads transaction or "daily" data, which might include translations. | |
Loads all types of Data. .This built-in solution utilizes data load rules to extract, transform, and load your data to Planful. | |
Instructs Planful, during the data load process, to take default values for missing data for periods where no entries are posted. | |
A spreadsheet transition automation tool used to load template data from an Excel interface to Planful. |
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