Loading financial data

Ensure you are logged in as an administrator.

  1. Select Application Configuration > General Settings > Base Data Store Integration.
  2. Select the source system base data store from the Data Source Name list.
  3. Click Connect. Selections made from the Load Structure section to the Integration database process are displayed in the Structure Configuration tab.
  4. Click the Data Configuration tab.
  5. Select the configuration set, version, years, and period options for the data to import.
  6. Select the Accounting Book Type and Accounting Book Instance for the source of the financial data. These fields together indicate the source system budget type to import.

If a source system budget is to be imported as well, the configuration set in Infor EPM must have a budget version configured.

See the "Budgeting & Planning" section for information on creating budget versions.