October 2024 (v24.10)

Data Integration

8 Articles in this category

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Data Integration

8 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.

Data Load Rules

The article provides an admin guide for loading data into Planful from Google Drive using data load rules, detailing the steps and best practices for configuring and executing data loads.

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

The article explains how to clear data in Planful, detailing the steps and options for removing or resetting data within the system.

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,...