Introduction

The Data Integration Services feature allows you to manage the Integration Process with Boomi from within the Planful application. Execute an Integration Process on-demand from Planful without needing to intricately understand Boomi, and, without the help of an IT professional.

Use the Integration Service to execute a custom Integration Process to load metadata, summary data, transactions data and operational data to Planful. This feature provides complete visibility into the type of data source and the data that is being loaded to the application and has full auditing capabilities as well as detailed status of each integration process.

First, you will need to configure the Integration Service on the Configuration Tasks - Cloud Services page and then you’ll configure the process for execution on the Integration Service page under Data Integration (DLR). Admins are required to provide navigation access to users who will need to access the Integration Service page. The steps below walk you through the setup and execution. There are three tasks you will need to perform, which are:

• Complete the Integration Services Configuration Task

• Provide Navigation Access to the Integration Services Application Page

• Set up an Integration Service Process

• Optional - Customize Integration Service Processes