Copy and Delete Integration Files

The following integrations are common for EPM Cloud:

Copy File from <EPM Cloud Service>
Copy File to <EPM Cloud Service>
Delete File from <EPM Cloud Service>

Example

Example Integration

To perform these integrations:

On the Home page, click Application, and then click Task Manager.
Click the Integrations tab on the left.
From the list of pre-built integrations, select Copy File from <EPM Cloud Service>. This copies a file from the Current Task Manager service to a Remote EPM Cloud Service. For example, if you have configured Task Manager in Financial Consolidation and Close and set up Account Reconciliation connection, Copy File from Financial Consolidation and Close copies the file from Financial Consolidation and Close to Account Reconciliation.

Note:
This applies to all remote EPM Cloud services except Enterprise Data Management.
- Enter the following Parameters:
  - File Name: Browse to and select the file that you want to copy.
  - Save File As: Enter a file name (which can be different than the original file name).
  - External Directory Name (Optional): Select the name of a directory.
- Click Save and Close.
Select Copy File to <EPM Cloud Service>. This copies a file to the current service where Task Manager is configured from another EPM Cloud service.

Note:
This applies to all remote EPM Cloud services except Enterprise Data Management.
- Enter the following Parameters:
  - File Name: Browse to and select the file that you want to copy.
  - Save File As: Enter a file name (which can be different than the original file name).
  - External Directory Name (Optional): Select the name of a directory.
- Click Save and Close.
Select Delete File from <EPM Cloud Service>. This deletes a file from an EPM Cloud service.

Note:
This applies to all remote EPM Cloud services except Enterprise Data Management.
- For File Name, browse to and select the file that you want to delete.
- Click Save and Close.