Web Service Access

Complete the Web Service Access configuration task.

1. Access Web Service Access page under Maintenance > Admin > Configuration Tasks.

2. Click Web Service Access.

3. Click Enable for API.

4. Planful provides default URLs under Web Service URL. These URLs will be needed to connect with the Planful application through a session-state or state-free authentication.

5. From the list of available users, select users and click the arrow to map those you want notified when data is loaded.

Once Web Service Access is configured, you can create a Data Load Rule.

1. Navigate to Maintenance > DLR > Data Load Rules.

2. Click the New Data Load Rule tab.

3. Select Web Services as the Load Type on the New Data Load Rule page.

4. Use an external Data Integration tool (Boomi) to load data to the Planful system.

5. The steps will vary based on the external Data Integration tool used.