How do I initialize my ERP connection in the Financial Data Model?
The Financial Data Model (FDM) centralizes your ERP data across the FloQast platform. To begin, you will need to initialize your active ERP connection, which instantly pulls your data tables into FDM so you can start building your Dimension Grouping which can power your reports in Report Builder.
Follow these steps to sync your ERP connection to the Financial Data Model
- Navigate to Admin Settings (1) → Financial Data Model (2).
- Locate your ERP connection (3) in the ERP Connections section of the left panel
- Click Initialize (4) next to the connection name.
Now that you understand what FDM is and how to navigate to it, you're ready to start structuring your financial data. Up next: Financial Data Model: Create and Set Up a Dimension Grouping.
If you have additional questions, contact support@floqast.com.
🎓 Master FDM: Complete the interactive Centralizing and Configuring Financial Data in FloQast FDM course on FloQademy. It is CPE-eligible through the FloQast AI Variance Analysis & Reporting program.