Create Data Load Rules (DLR) to Load FTP/SFTP File

DLR creation helps to load data from the FTP/SFTP server. To create DLR, follow the steps below:

1. Go to Maintenance > DLR > Data Load Rules.
2. Click New Data Load Rule.
3. Enter a Name and Description (not mandatory).
4. For Load Type, select FTP/SFTP.
   
5. For Load Item, select Data.
6. For Sub Load Item, select either GL Data, Translation Data, or Transaction Data V2.
   

Complete the fields on the remaining Data Load pages as needed. Refer to Creating New Data Load Rules for detailed instructions. Once the DLR is created, a sub-folder with the DLR’s name will be created in all the input, success, and failure folders on the server.

For instance, if you named a DLR “DLR Data” in the Planful application, the DLR folders will be created in the input, success, and failure folders on the server with the name “dlr_data” (spaces are replaced with underscores). Now, you can add the data file to the specific DLR folder. You can add a total of 20 files to the DLR’s folder, with each file having a maximum capacity of 1GB.