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    Overview and Cheat Sheet
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    Overview and Cheat Sheet

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    Article summary

    When you completed the Configuration Tasks, you were essentially telling the system how you want your application structured (you defined the chart of accounts, fiscal year, and so on). Now, data needs to be loaded to that structure.

    This following options are offered by Planful to load your data.

    Web Services / Boomi

    Loads all types of data. With Boomi, use secure connectors. Take advantage of Protocols and API integration tools. See the Admin Guide to Loading Data to Planful.

    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.


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