Planful (Preview)
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.
This connector is available in the following products and regions:
| Service | Class | Regions |
|---|---|---|
| Logic Apps | Standard | All Logic Apps regions except the following: - Azure Government regions - Azure China regions - US Department of Defense (DoD) |
| Power Automate | Premium | All Power Automate regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Power Apps | Premium | All Power Apps regions except the following: - US Government (GCC) - US Government (GCC High) - China Cloud operated by 21Vianet - US Department of Defense (DoD) |
| Contact | |
|---|---|
| Name | Planful |
| URL | https://www.planful.com |
| [email protected] |
| Connector Metadata | |
|---|---|
| Publisher | Planful |
| Website | https://www.planful.com/ |
| Privacy policy | https://planful.com/privacy-policy |
| Categories | Finance |
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.
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
How to get 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
Get started with your connector
Choose the connector in a flow either to load data or extract gl data from Planful.
There is a sample template available to load a data file from Gdrive to Planful
Fetch credentials as shown above.
Log into Planful to use any of the existing DLRs (data load rules), or create new. These are used for data validation.
Common errors and remedies
Unauthorized: Check if your credentials are valid. Delete and generate new access id and secret if required.
Data load rule not found: For loading data to Planful, it is important that you provide a valid and existing Data Load Rule name
Fiscal year and Scenario are mandatory: To extract GL data out of Planful, make sure that the Scenario and Fiscalyear you provided in the operation exists within your Planful application.
Known Issues and Limitations
- Supports only csv file types for data load.
- This connector supports only 'Structured Planning' operations.
Deployment Instructions
- N/A
Creating a connection
The connector supports the following authentication types:
| Default | Parameters for creating connection. | All regions | Not shareable |
Default
Applicable: All regions
Parameters for creating connection.
This is not shareable connection. If the power app is shared with another user, another user will be prompted to create new connection explicitly.
| Name | Type | Description | Required |
|---|---|---|---|
| Planful URL | string | Root site url (Example: https://na04.planful.com). If not specified, site url will be defaulted to https://na04.planful.com. | |
| Access ID | securestring | The Access ID for this api | True |
| Access Key | securestring | The Access Key for this api | True |
Throttling Limits
| Name | Calls | Renewal Period |
|---|---|---|
| API calls per connection | 100 | 60 seconds |
Actions
| File load |
File load |
| Get GL data |
Get GL data |
| Get Rules |
Get Rules |
File load
File load
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Data load rule name
|
DataLoadRuleName | string |
Data load rule name |
|
|
Column Delimiter
|
ColumnDelimiter | True | string |
Column delimiter |
|
The file
|
file | file |
The file to upload. |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
DataLoadRuleId
|
DataLoadRuleId | integer |
Rule id |
|
ExcecutionId
|
ExcecutionId | string |
Execution id |
|
RunAsynchronously
|
RunAsynchronously | boolean |
Does this task run asynchronously |
|
Attempts
|
Attempts | integer |
How many attempts did this take to load this file |
|
Success
|
TransferResponse.Success | boolean |
Is the file load successful |
|
Message
|
TransferResponse.Message | string |
Response message |
Get GL data
Get GL data
Parameters
| Name | Key | Required | Type | Description |
|---|---|---|---|---|
|
Scenario
|
Scenario | True | string |
Enter name of the scenario |
|
FiscalYear
|
FiscalYear | True | integer |
Enter FiscalYear |
|
$filter
|
$filter | string |
odata query |
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
|
array of object | ||
|
Scenario
|
Scenario | string |
Name of the scenario |
|
FiscalYear
|
FiscalYear | integer |
Fiscal year |
Get Rules
Get Rules
Returns
| Name | Path | Type | Description |
|---|---|---|---|
|
|
array of object | ||
|
DataLoadRuleId
|
DataLoadRuleId | integer |
Data rule id |
|
Name
|
Name | string |
Name of the data load rule |
|
LoadItem
|
LoadItem | string |
Load item |