- 1 Minute to read
- Print
- DarkLight
- PDF
Data Integration Admin Guide
- 1 Minute to read
- Print
- DarkLight
- PDF
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
Data Integration Options at-a-Glance
Load actual data for the Consolidation application in a template format. | |
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. | |
Load transaction or "daily" data, which might include translations. | |
Load all types of Data. Planful home grown easy-to-use wizard steps you through the process to get your data into Planful. | |
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
Delete financial data posted by the Consolidation process or loaded using Data Load Rules. | |
Use the Export Data and Export Data Setup pages to export data from Planful to Excel, text, or CSV (comma delimited value) file formats. |