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    Data Integration Admin Guide
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    Data Integration Admin Guide

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    Article summary

    This guide explores options available to load your data to Planful.

    The remainder of this document discusses each of the options along with best practices.

    Web Services / Boomi - load all types of data

    Integration Services - manage the Integration Process with Boomi from within the Planful application

    APIs - a simple, powerful and secured way of importing or exporting data to and from the Planful application.

    Cloud Services - depending on service (for example, Box and NetSuite Connect); load GL, Segment Hierarchy, Transaction, and Translations data

    Data Load Rules - load all types of data

    Transaction Details - load transaction or "daily" data

    Actual Data Template - load actual data

    Best Practices for Loading Data

    Note:
    To search within this document, expand all topics by clicking the Expand All button and then use your keyboard and select Ctrl+F. Enter search content in the box that appears.

    Data Integration Options at-a-Glance

    Actual Data Template

    Load actual data for the Consolidation application in a template format.

    Translations Setup

    Load data that needs to be translated. For example, if your organization operates with multiple companies with disparate general ledgers using different schemas of chart of accounts, data translations or mappings are required for the data to be loaded into the Planful suite.

    Transaction Details

    Load transaction or "daily" data, which might include translations.

    Data Load Rules

    Load all types of Data. Planful home grown easy-to-use wizard steps you through the process to get your data into Planful.

    Data Calculation Exceptions

    Instruct Planful, during the data load process, to take default values for missing data for periods where no entries are posted.

    Additional Data Integration Topics

    Clear Data

    Delete financial data posted by the Consolidation process or loaded using Data Load Rules.

    Export Data

    Use the Export Data and Export Data Setup pages to export data from Planful to Excel, text, or CSV (comma delimited value) file formats.


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