Data integration

Users with administrative rights can use Data Integration to retrieve data from different sources: in the cloud or on-premises. With Data Integration, data can be retrieved from text and Excel files, databases, and ERP systems. To learn more about Data Integration, see the Data Integration Help

Access to Data Integration

  1. Go to Integration. The Import and Monitoring page opens.

  2. On the top right corner, click the Data Integration icon .

    The Data Integration page opens in a new tab on your browser.

Data Integration workflow

For detailed instructions on the workflow to follow in using Data Integration to move and manipulate your data, see the Data Integration Workflow section of the Data Integration Help.

The basic Data Integration workflow is as follows:

  1. Define sites and connections.

  2. Create a job to transfer data from source to destination.

  3. Run the job. You have the options to run the job in Data Integration or trigger it from Cash Management.

  4. Monitor your jobs, cancel jobs if needed, and review job logs.

Use the Cash Management agent

Use the Cash Management agent to import financial data from external systems—such as ERPs—into the Prophix One Cash Management application.

See Cash Management agent for more detailed instructions.