Application management : Tools : Data onboarding : Data onboarding
Data onboarding
Data onboarding enables customers to gather and import data into Planon easily. The tools involved in this process are easy to use and require no knowledge of XML nor specific Planon configuration skills.
Schematic overview listing the steps to be taken by consultants and customers.Schematic overview listing the steps to be taken by consultants and customers.
Process description
1. The Application Manager liaises with the customer and creates a Planon configuration.
2. Based on the layout configuration, a data onboarding definition and a template (Excel) is generated.
3. The customer downloads the template (Excel) in Data onboarding and fills out the required data.
4. The customer ensures that the Excel file is compliant with the template and uploads it in Data onboarding.
5. The file is validated, if no errors occur the data can be imported into Planon.
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For information about the first two steps, refer to Generating an SDI definition in TSIs .