Importing Using Data Management

The basic process for importing data using Data Management includes:

  1. Exporting data from the source system to a CSV file

  2. Defining the relationship between the source system data to members using data load mappings

  3. Defining data load rules for the Location; you can create multiple data load rules for the application so that you can import data from multiple sources into a target application

  4. Importing the data into the application by executing the data load rules


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Learn how to define and run file-based data integrations in Planning. tutorial icon Loading Data Into Planning Using Data Integration