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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 support@planful.com
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

Screenshot 2023-05-04 at 7 32 24 PM

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