Overview and Cheat Sheet

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Completing Configuration Tasks told the system how you want your Structured Planning application configured (you defined the chart of accounts, fiscal year, and so on). Now, data needs to be loaded to that structure.

This following options are available to load your data to Planful.

Web Services / Boomi -	Loads all types of data. With Boomi, use secure connectors. Take advantage of Protocols and API integration tools.
Cloud Services	Depending on service; loads GL, Segment Hierarchy, Transaction, and Translations data.
Actual Data Template	Loads actual data for Consolidation application in a template format.
Translations Setup	Loads data that needs to be translated. For example, if your organization operates with multiple companies with disparate general ledgers using different schemas of chart of accounts, data translations or mappings are required for the data to be loaded into the Planful suite.
Transaction Details	Loads transaction or "daily" data, which might include translations.
Data Load Rules	Loads all types of Data. .This built-in solution utilizes data load rules to extract, transform, and load your data to Planful .
Data Calculation Exceptions	Instructs Planful , during the data load process, to take default values for missing data for periods where no entries are posted.

See the Admin Guide to Loading Data to Planful

For information on all Planful APIs, see the API Library

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