Importing hierarchy data from an existing Symon.AI configuration

On the Planning cycles home page, click the planning cycle to open.

Click the Command center icon.

Under the Admin section, click Integrations.

Select the Configure for planning tab.

Click Create configuration.

Choose a Symon.AI source and export node to pull your data from.

Select the file type from the drop-down list.

Click Next.

On the Match fields dialog, click Automatch to match the required column headings to the headings in your file.

Manually select the corresponding column header name for any column that was not automatically matched.

1. Click the drop-down icon next to a column that hasn't been matched.

   A list of required columns displays. Note that any custom hierarchies or fields you added are available to be selected in the list. If you included data for these custom hierarchies or fields in your file, you must match them to the appropriate column. Columns names that have already been matched are grayed out.

2. Select the column name that corresponds with the data column in your file.

   For example, your file may have a column called Customer Account ID, but this data is identified as Customer Accounts in Varicent Sales Planning. In this case, you would match the Customer Accounts required column to the Customer Account ID column in your file.

3. Repeat steps a and b until all columns are matched.

Click Next.

Review your import settings and click Create configuration.