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Set up a connection to Planful

Tanisha Ray
Updated

Planful is a leading financial performance management platform that streamlines planning, budgeting, forecasting, and reporting processes for businesses.

Set up a connection

After you start the connection, configure it in the Create connection panel and complete all of the required * authentication settings:

Setting

Instructions

Name your connection * 

Enter a clear and distinguishable name.

Throughout integrator.io imports and exports, you will have the option to choose this new connection. A unique identifier will prove helpful later when selecting it from a list of the connections in your account.

Subdomain * 

Enter your Planful account subdomain. For example, if your URL is https://dashboard.planful.com, then dashboard is your subdomain.

API type * 

Choose your Planful API type:

  • Dynamic planning: Get master, analytic, and external source details 

  • Structured planning and platform: Get user management and data load details

Access ID * (this setting is available only for Structured planning and platform API type)

Enter your Planful access ID.

How to retrieve the access ID

Access key * (this setting is available only for Structured planning and platform API type)

Enter your Planful access key.

Multiple layers of protection, including AES 256 encryption, are in place to keep your key safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.

How to retrieve the access key

Access token * (this setting is available only for Dynamic planning API type)

Enter your Planful access token.

Multiple layers of protection, including AES 256 encryption, are in place to keep your token safe. When editing this connection, you must re-enter this value each time; it is stored only when the connection is saved and never displayed as text.

How to retrieve the access token

How to retrieve the access ID and access key

  1. Sign in to your Planful account.

  2. Click your Profile.

  3. Select Access Keys.

  4. Enter a Name.

  5. Click Create new access key. For detailed information, see API access keys.

  6. Copy the Access ID.

  7. Copy the Access key.

How to retrieve the access token

  1. Sign in to your Planful account.

  2. In SpotlightXL, navigate to Manage > Token management > Manage access token.

  3. Select a User.

  4. Click Generate. For detailed information, see Access token.

  5. Copy Access key (Access token).

Additional references