Varicent Sales Planning (SP)
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.
In Symon.AI, go to the Data tab.
Click Import data.
In the Third party sources section, click Varicent SP.
Click New connection.
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.
Click Next.
On the Select data page, select the Directory from the dropdown. Click Next.
On the Choose data sets page, select one or more data sets to include. Click Next.
On the Import data page configure the column type and obfuscation. Click Next.
On the Filter data page, optionally click Filter data to refine your data, or click Import data to continue.
Filter the rows in your data by selecting the column to filter, the filter category and the value or text.
Click Import data to continue.
Note
For more information about how to configure data filters, see: Filter data.
On the Review page, review the data sets that you are importing.
The data is available on the My Data page.
Error handling
The following errors may appear during the import process:
Error | Description |
|---|---|
| Import failed with an error. |