Admin Guide to Loading Data to Planful

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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 secure 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

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Web Services / Boomi