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Varicent Sales Planning (SP)

Abstract

Connect your Symon.AI and Varicent SP accounts to import your data.

Important

Currently, this connector is only available to Varicent customer base. For more information, please contact the Varicent Support team.

Connect your Symon.AI and Varicent SP accounts to import your data.

Importing data

  1. In Symon.AI, go to the Data tab.

  2. Click Import data.

  3. In the Third party sources section, click Varicent SP.

  4. Click New connection.

  5. On the Connect to your Database page, enter the following information:

    • Connector name: The name of the connection.

    • Connection URL: The endpoint of the environment.

    • API key: The Varicent SP API key.

  6. Click Next.

  7. On the Select data page, select the Directory from the dropdown. Click Next.

  8. On the Choose data sets page, select one or more data sets to include. Click Next.

  9. On the Import data page configure the column type and obfuscation. Click Next.

  10. On the Review page, review the data sets that you are importing.

    The data is available on the My Data page.