История

Jagan Ganti a47fc2519c Planful (#2636 ) * Added Planful custom connector * removed icon * moved to certified-connectors and updated operationIds * Enabled dynamichosturl connection parameter * updated readme as per template --------- Co-authored-by: Venkata Sesha Srinivasa Jagannadh Ganti <vganti@HostadmiMacBook-Pro.local>		2023-05-17 13:31:07 -07:00
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README.md	Planful (#2636 )	2023-05-17 13:31:07 -07:00
apiDefinition.swagger.json	Planful (#2636 )	2023-05-17 13:31:07 -07:00
apiProperties.json	Planful (#2636 )	2023-05-17 13:31:07 -07:00

README.md

Planful Connector

Planful is the pioneer of financial performance management cloud software. The Planful platform is used by the Office of the CFO around the globe to streamline business-wide planning, budgeting, consolidations, reporting, and visual analytics. Planful transforms the way you plan, close, and report so you can drive more impactful decisions across your business.

Publisher: Planful

Prerequisites

An active acount with Planful
Access to 'Data Load Rules' within Planful
User to have 'Web services Access' enabled. Account admin can enable this in the "User & Role Management" section for any user

Supported Operations

The connector supports the following operations:

Get DLR Rules

Within Planful platform UI, you need to first create "Data Load Rules" (DLRs). This operations allows you to fetch all the existing data load rules within your account

File load

This operation allows you to load data from flat file (csv) into Planful. You also need to specify the 'Data Load Rule' when using this operation to send the file to Planful.

Ontaining credentials

Step1: Sign in to your Planful account
Step2: Click on your profile icon at the top right and navigate to "Access Keys"
Step3: Give a name for the access key to create a new access key
Step4: Copy the Access ID and Access Key to use them during authenticating the connector in Power Automate

Known Issues and Limitations

Supports only csv file types for data load.