November 2024 (v24.11)

Data Integration

6 Articles in this category

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Data Integration

6 Articles in this category

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Loading Data With Actual Data Templates

The article serves as an admin guide for loading actual data templates into Planful Drive, detailing the steps and best practices for importing and managing data templates to ensure accurate data integration.

Setting Up Translations

The article explains how to set up translations in Planful, detailing the steps for configuring and managing multilingual support to ensure that data and interfaces are available in multiple languages.

Guide to Export Data Setup and Export Data

The article describes how to export data from Planful, detailing the steps and options for extracting data for use in external applications or for reporting purposes.

Setting Up Transaction Details

The article provides an admin guide for loading transaction details into Planful from Google Drive, detailing the steps and best practices for importing and managing transaction data.

DLR

The Planful suite includes built-in data integration functionality, which allows you to import your data. A Data Load Rule (DLR) tells the Planful system how to handle data values in the data source during a data load. You can create data load rule...

Adding Integration Service Process

The article provides overview for loading data into Planful through integration services, detailing the steps and best practices for setting up and managing data imports from integrated systems.

Understanding Clear Data

Access Clear Data by navigating to Maintenance > Data Integration > Clear Data . Clear Data allows you to delete financial data posted by the Consolidation process or loaded using Data Load Rules. We recommend that you clear data for a Da...

Using Data Calculation Exceptions

The article describes data calculation exceptions in Planful, detailing how to manage and address anomalies or issues that occur during data calculations.

Additional Topics

8 Articles in this category

API Library

We have upgraded our Structured Planning REST API documentation. Visit our API portal for an enriched documentation experience. Developer's Portal The API Library contains the application APIs related to Structured Planning,...