Running the Created Data Integration

As part of the budget data import implementation, you need to verify that the data integration record you created in Creating a Data Integration Record runs successfully in Data Exchange.

To run the created data integration:

  1. In your Planning and Budgeting environment, click the Navigator icon This icon takes you to the main menu in your Oracle EPM Planning application.. Then, under Application, click Data Exchange.

  2. Locate the data integration record you created in Creating a Data Integration Record, and then click the Run icon This launches the budget data import..

  3. In the Run Integration popup window, make any necessary changes, and then click Run.

  4. If the data integration completes successfully, you can do any of the following:

    • Go to the location in File Browser that you defined in Creating a New Location in File Browser to access the CSV file generated by this data integration. You can download the file and verify that the data format is correct.

    • Run this data integration as a data load rule job from NetSuite. If the job runs successfully in NetSuite, Planning and Budgeting Sync downloads the CSV file from inbox in File Browser, and the post-processing plug-in processes the budget data in NetSuite. For information, see Selecting a Plug-in for Data Processing.

For general information and additional setup, see the Oracle Help Center topic Launching Data Integration.

Related Topics

General Notices