How to Create a DLR to Load Data from Snowflake?

Users can load GL, transaction, ESM, and segment hierarchy data from Snowflake to Planful using DLRs. To create a Data Load Rule (DLR) to load data from Snowflake, do the following:

1. Navigate to Maintenance > Data Integration > Data Load Rules  

2. Go to New Data Load Rule.

3. Enter Name and Description.

4. Select Load Type as Snowflake and select a Profile.

5. Select Load Item.

6. Select Load Sub Item and click Next.

7. In the Query section, enter SQL Query based on your data load needs.

8. Fill in the details as required on the Define Overall Rule Settings, Manipulate Input File, and Define Data Mappings steps.

   To learn more about the field explanations, click here.

9. Click Save.

   To load the data, go to Cloud Scheduler and run the DLR task or set up a recurring schedule. To learn about scheduling a DLR process, click here.