Planful Lite
Planful is a cloud-based financial performance management software.
Features
| Feature Name | Supported | Notes |
|---|---|---|
| Capture deletes | check | RULE_GL, SEGMENT_1_DATA, SEGMENT_2_DATA, SEGMENT_3_DATA, SEGMENT_4_DATA, SEGMENT_5_DATA, SEGMENT_6_DATA, SEGMENT_7_DATA, and SEGMENT_8_DATA tables. |
| History mode | ||
| Custom data | ||
| Data blocking | check | |
| Column hashing | check | |
| Re-sync | check | |
| API configurable | check | API configuration |
| Priority-first sync | ||
| Fivetran data models | ||
| Private networking | ||
| Authorization via API | check |
Supported deployment models
We support the SaaS and Hybrid deployment models for the connector.
NOTE: You must have an Enterprise or Business Critical plan to use the Hybrid Deployment model.
Setup guide
Follow our step-by-step Planful setup guide to connect Planful with your destination using Fivetran connectors.
Sync overview
To capture new records, we incrementally sync the GL_DATA and GL_DATA_ACTUAL_SCENARIO tables.
To capture updates and deletes, we re-import the remaining tables and their child tables during every sync.
Schema information
This schema applies to all Planful connectors.
Explore Planful schema ERD
Limitation
We can only retrieve data up to the current date for the GL_DATA_ACTUAL_SCENARIO table.