Planful Credentials

DataBlend Offers Two Ways to Connect

Without Data Extract

With Data Extract

Without Data Extract

To make a Planful connection without Data Extract Connection, the following credentials are needed:

Field Name	Required/ Optional	Description
Type	Required	Planful
Name	Required	Provide a unique name for this credential.
Base URL	Required	Provide the Planful Base URL. Example: `https://base01.planful.com/`
Access Token	Required	Provide Planful Access Token.

How to Find the Access Token?

Users must log into Planful. Navigate to Setup on the main menu, Select User/Roles, select Access Tokens, and then select New. The Access Token will then be generated. Copy this token and paste it into the Access Token field within the DataBlend Credential.

With Data Extract

To make a Planful connection with Data Extract Connection, the following credentials are needed:

Field Name	Required/ Optional	Description
Type	Required	Planful
Name	Required	Provide a unique name for this credential.
Base URL	Required	Provide the Planful Base URL. Example: `https://base01.planful.com/`
Access Id	Required	Provide Planful Access Id.
Access Key	Required	Provide Planful Access Key.

How to Find the Access Id and Access Key?

DataBlend connects to Planful via a pre-built connector using a Planful generated unique Access keys. Planful Access keys provide the DataBlend connection access to Planful REST APIs without using a username and password. To view the Access Key feature, you must enroll in Planful Webservices, and you can view this feature in your Profile Menu.

Users must log into Planful and select the profile icon, then choose the Access Keys option. Next, they will need to create a reference name to generate the Access Key. Once generated, Planful will provide the Access Id and Access Key. Copy these values and paste them into the DataBlend Credential.

Please refer to this Plainful help article for more information - API Access Keys

Users may need to submit a support request to enable the Access Key feature. Additionally, the user must have the necessary permissions. Once the required permissions are granted, the option to generate keys will appear in the profile dropdown menu.

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Please note that the user must remain active for the keys to stay valid. Additionally, an associated Data Load Rule (DLR) must be created in Planful for the API to receive the data.