FTP/SFTP Connector

Pre-Requisites

Contact the Planful Support team to enable the EnableSftpDataLoads flag to access the FTP/SFTP option.

Introduction

Load GL data, translations, and transaction data from FTP/SFTP server to the Planful application. To integrate data from the SFTP server into the application:

• Connect to your SFTP server within Planful Application.
• Create Data Load Rules (DLR) to Load FTP/SFTP File.
• Schedule and Execute the DLR with Cloud Scheduler from the server.