Chapter 5. Planning Application Integration

Chapter 5. Planning Application Integration

You can use two basic methods to import data into the planning application:

  1. Copy and paste data from existing Excel workbooks.
  2. Import data using SQL commands.

If you have a lot of data, you can contact us to discuss other methods.

Copying Data

It is a simple method as it requires time only.

You can use a trick. Create a row set with accounts to import and a form that uses this row set.

In this case, you can import data for all periods and any entity and category at once.

Also, you can create an export form in the source workbook and paste data into existing forms.

Note that you have to open the periods for changes to insert data.

Importing Data

You can use the dbo25.usp_import_fact procedure to import data easily.

For example, you can use commands like this:

EXEC dbo25.usp_import_fact 200, 'CC111', '2017.01', 'ACTUAL', 'KAM.DE', 'COUNTRY.DE';

EXEC dbo25.usp_import_fact 200, 'CC111', '2017.02', 'ACTUAL', 'KAM.DE', 'COUNTRY.DE';

EXEC dbo25.usp_import_fact 200, 'CC112', '2017.01', 'ACTUAL', 'KAM.DE', 'COUNTRY.DE';

EXEC dbo25.usp_import_fact 200, 'CC112', '2017.02', 'ACTUAL', 'KAM.DE', 'COUNTRY.DE';

You can export such commands from your accounting system and import using the sqlcmd utility.

Note that the procedure accepts member codes as parameters.

You can contact us to discuss other methods.