Uploading and Downloading Files Within EPM Services

In Task Manager, you can use pre-built integration tasks to upload and download files within the system. Using Task Manager integrations, you can automate a data extract from one service to import into another service. For example, you can copy data from Financial Consolidation and Close and import it into Tax Reporting.

To upload or download files within EPM services:

  1. From the Home page, click Application, and then click Task Manager.
  2. Click the Integrations tab on the left.

  3. Click Manage Connections.

  4. Select a connection.

  5. From the list of pre-built integrations, select to upload or download a file. For example, select Copy File from FCCS to copy the file from the current FCCS machine to a remote machine.

  6. For File Name, browse to and select the file that you want to copy.

  7. In Save File As, enter a file name (which can be different than the original file name).

  8. Optional: For External Directory Name, select the name of a directory.

  9. Click Save and Close.