Data Integration Configuration

Now you've got to decide how you will load your data to the Planful structure. Under Data Integration Configuration, configure the appropriate task based on your data load plan. There are several options to load data to Planful in addition to Web and Cloud Services.

For information on all options available to load data to Planful, see Loading Data to Planful.

Web Service Access - Configure to import data from an external source into the Planful application.

Cloud Services - Configure to load data from Box (instructions available in Admin Guide to Loading Data to Planful), Google Drive (instructions available in Admin Guide to Loading Data to Planful), or NetSuite Connect (see the Data Integration Admin Guide for information on setup required in NetSuite and Planful).