Web Services / Boomi

With Web Service APIs, you can configure Planful to import data from an external source. First you need to complete the Web Service Access page located under Maintenance Configuration Tasks to define security access for importing data and set up use...

Complete the Web Service Access configuration task. Access Web Service Access page under Maintenance > Admin > Configuration Tasks . Click Web Service Access . Click Enable for API. Planful provides default URLs under Web Service U...

Boomi Atomsphere is an on-demand integration service that makes it possible for Planful to integrate with a customers' general ledgers or ERP systems. Users can securely build, deploy and manage integrations using only a web browser.

The main component in Boomi is the process. A process represents a business process- or transaction-level interface between two systems. An example of a process might be loading account dimension data to Planful. Processes in Boomi are depicted with...

The lifecycle of any integration process would start from building it to managing it, and all the steps in between can be performed appropriately via the following menu options: Build, Deploy, Manage, and Account. Build Starting with the Build t...

There are many types of Planful-supported integrations. The following documentation provides an overview of the entire integration for the simplest type: data file via SFTP or FTP. Data File via SFTP One of the most common integrations is a flat f...

Application Programming Interface (API) - programming instructions and standards for accessing web-based software applications or web tools. Boomi Atom - a lightweight, dynamic runtime engine. Once an integration process have been deployed ...

Integration issues experienced by customers comprise three areas: source (data from a file or database), Boomi, or Planful. The following flow chart illustrates the steps required to determine where the issue lies.

Verify that the data load process was successful in Boomi. On the top right, click the account name, then select Switch Account . Enter part of the account name and click Search . Select the account name and click OK . Note: Up...

Planful provides many Application Programming Interfaces (APIs). These APIS offer a simple, powerful and secured way of importing or exporting data to and from the Planful application. For information, see the API Library .