Data Integration High Level Summary

The Data Integration process consists of the following high-level steps.

1. Configure periods under Actions and then Period Mappings.
2. Create a target application (except for Reconciliation Compliance balances).
3. Create an integration in Data Integration.
4. Run the integration in Data Integration.

   For more information about using Data Integration, see Integrating Account Reconciliation Data in Administering Data Integration.

Note:

When loading balances, you can test your integration using Import in the Workbench. However, to load balances into Account Reconciliation, you must run a balance load in Account Reconciliation. See Executing a Balance Load and Viewing Results.

Create a balance load template if you want to use it multiple times. This also gives you the option to select the type of balance load you want to execute (Full Refresh, Snapshot, Merge). See Creating Balance Loads. To run a data load, Executing a Balance Load and Viewing Results.