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Planful for Marketing Legacy
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Best Practices
Set the Automatic Cube Refresh at the Define Overall Rule Settings step in the Data Load Rule to No . Set up Cloud Scheduler so that the Scenario process is dependent upon the Data Load Rule. Process the scenario after loading the Box f...
Introduction
Load GL and Translations data from Box, Google Drive, or NetSuite Connect to Planful. To do so, complete the Configuration Task accessed from the Maintenance menu. Each of the fields you'll complete on the Cloud Services page is described below b...
Box
Navigate to Maintenance > Admin > Configuration Tasks . Click Cloud Services . Click Box . Select the Enable Cloud File Upload checkbox. Enter your Box user name and authenticate it by using Click here to aut...
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