Importing & API Integration

planeus makes it easy to bring in data from other systems — and to connect your existing software, hardware, and other solutions with manual or automatic imports, you can bring in data such as order items (typically include customer orders, production orders or work orders) articles and technologies (typically include product data and routings) customers materials manual import manual import in planeus is a simple three step process 1 select your data type choose what you want to import, like order items, articles and technologies, customers, or material download the matching data template for your selection 2\ fill out the template enter your data into the excel template when filling out the template for order items, make sure you fill in the termination field to define the scheduling direction backward for backward scheduling forward for forward scheduling 3\ upload and validate upload your completed template into planeus the system checks your file for errors when there are issues in your uploaded template, planeus will show a message and you can download an error file , where mistakes are highlighted in red use the " comments" function in excel to see details about each error and fix them before re uploading when your file is correct, you can import your data with one click automated import automatic import works similarly to manual import but runs in the background without manual steps set up your file paths for automatic import in administration > settings > import / apis planeus checks those folders for new files and imports them automatically automatic export of feedback planeus can automatically export feedback data to files you can set up export paths under administration > settings > import / apis handling changed delivery dates there’s an option called “changed delivery dates trigger rescheduling” if you enable this, planeus automatically removes order items from the schedule if their delivery date changes during a new import you’ll find this setting under administration > settings > import / apis this works for manual imports automatic imports imports via existing standardized apis updating existing data when you import updated data for items that already exist in planeus, the system will overwrite the old data with the new values in planning object, you can view these changes via modification history so you can see what was updated email notifications for import/export errors if errors happen during automatic import or export, planeus can send email alerts to a contact person and a backup contact you can set this up under administration > settings > import / apis import settings under administration > settings , you can configure whether changed delivery dates should automatically trigger rescheduling email notifications for import errors for some standardized integrations (e g , weclapp), some special configurations are required contact your planeus consultant for help api through its standardized api connections, planeus is designed to connect to many popular erp systems some of the systems include sap products, sage products, microsoft dynamics 365, oracle netsuite, infor and keep your data flowing smoothly you can find your api token and the api documentation under administration > settings > import / interfaces for general technical details, check out our api documentation here https //production api planeo solution de/apidoc special predefined integrations for for some erp and machine data systems, planeus has special customized built in connectors a license is required for these integrations weclapp integrations connects planeus with the weclapp erp system configuration is under administration > settings > import / apis unleashed integrations links planeus to the unleashed erp system also found under administration > settings > import / apis , with a separate license required symestic integration (machine data collection) this integration connects planeus to machine data collected by symestic gmbh machines in symestic are linked to resources in planeus machine feedback data like quantities and statuses can flow directly into planeus a separate license is required for this integration, which you can configure under administration > settings > import / interfaces data structures for import files if you need technical details about how import files should be structured, you can request more data from the planeus team