Importing & API Integration
planeus gives you flexible ways to bring data in from your current system landscape. This makes it easier to connect planeus with ERP, inventory, and SCM systems without changing your core setup.
At minimum, planeus can import the following types of data:
- Order Items (Typically include customer orders, production orders or work orders)
- Articles and Technologies (Typically include product data, routings, and BOMs)
- Customers
- Materials
How data gets into planeus
planeus supports two import methods: Manual and Automated Import.
Manual Import
You upload an Excel or CSV file into planeus yourself.
This option works well when:
- you want a simple file-based exchange
- you import data only from time to time
- you want to test your mapping before you automate anything
Automated Import
planeus imports data on a regular schedule without manual work.
The system can import data from:
- Excel files
- CSV files
- a database
This option works well when you want planeus to stay aligned with your ERP, inventory, or SCM system on an ongoing basis.
License you would need
The required license depends on the integration method you choose:
- Import for manual file imports
- Automatic Import for scheduled imports from files or databases
- API for integrations through the REST API
Optional licenses
Some use cases need additional licenses:
- Assemblies if you work with product structures or BOM data
- Parallel Resources if planeus should plan multiple resources at the same time
Import settings
Go to Administration → Settings.
There you can configure the following:
- Changed delivery dates trigger rescheduling This applies to manual import, automatic import, and import through the weclapp interface.
- Email notifications for import errors This applies to automatic import and import through the weclapp interface.
For the weclapp Integration, email notifications need a separate setup. Contact planeus customer service for more details.
What happens when source data changes?
In the standard import process, if planeus imports data for a record that already exists, it updates that record instead of creating a new one.
So when something changes in its source data, planeus will simply updates existing record. It will not create extra copies just because the source data changed.
This helps you keep planning data current without creating unnecessary duplicates or extra cleanup work.
User can see exactly what's changed every time new data is updated through importing, such as an Master Data item (e.g., an Article) or a Planning Object (e.g., a Project or an Order Item).
