Extraction Configuration

1. Type a name (we recommend keeping the names of extract configurations unique across the system) and optionally a description.
   While typing the name of an extract configuration, you can use upper-case and lower-case letters, digits, spaces, periods, exclamation marks, parentheses, hyphens, and underscore characters. We do not recommend using other special characters because it can cause problems while sending and downloading extract files.

2. Configure the dates and time during which your extract configuration will be active by defining the Effective dates. You need to provide a start date and time. To configure an end date and time, click the Set End date and End time checkbox.
3. Select a target name and a file type.

1. From the Namespace list, select fynapse.
2. From the Data source list, select the data source.
3. If you selected FDS as the data source in the previous step, now from the Entity name list, select an Entity that you want to extract.
   At this point, you can save your configuration as a draft by clicking the Save draft button. If you saved your work then to continue configuring you need to click the Edit button.

4. Select the Extract only incremental data checkbox if you want to extract data that was not extracted in the previous run of this extract configuration.
5. Select the Split per Posting Date checkbox if you want to split data into separate files according to the Posting Date attribute. Note that Fynapse automatically identifies the Posting Dates so you do not have to configure anything.

1. To filter by certain attributes click the Attributes field to see a list of attributes. To select a particular attribute click it.
   If you do not select any criteria, then all data will be extracted.

2. You must define filters for previously selected attributes by adding operators and configuring their values. To add another operator to the selected attribute, click the Add button.
3. If you select a date attribute and set an operator to Dynamic, then you need to:
   1. From the list, select the period type, for example, Days.
   2. Define a number of days, months or years for which you want to extract data.
   3. From the Ending anchor list, select the point in time that sets the last day from which data will be extracted.
   4. If you select the Previous period end or Previous year end option from the Ending anchor list, then from the Fiscal calendar list, select the valid calendar.
   To ensure successful extraction, check whether the Fiscal Calendar you want to use has all periods defined and the calendar for a selected year exists in Fynapse. If the selected Fiscal Calendar does not have defined periods or the calendar for the selected year is not configured, then an error is thrown, and the extraction process fails. The error message is displayed in the Error message column on the Extraction Logs screen. Once you correct the calendar, the extraction process will be rerun automatically.

1. From the Dimension Set list, select a Dimension Set on which basis you want to aggregate data.
   If the list is empty, you will not be able to configure the aggregation. The Dimension Set must be configured first in Fynapse.

   Once you select the Dimension Set, its preview will be displayed in the Dimensions field, and the Measures field will display a list of fields (only amount field types) that will be summed to create the aggregation.
2. From the Exclude dimensions from extract (optional) list, select Dimensions that you do not want to utilize for the aggregation. The list displays only user-defined Dimensions.
   If you want to create an advanced aggregation, refer to the Create Advanced Journal Aggregation description.

1. If you select the Specific dates option, then by clicking the Add button add as many dates as you need. The number of configured dates denotes how many times data will be extracted. Note that each specific date must be unique, for example, you cannot add this setting 25.07.2023 at 11:00AM more than once. Additionally, defined dates must be included within the effective dates (defined in step 3b).
   If you do not want to use the scheduler and run the extract configuration manually, select the Disabled option. Keep in mind that to enable a previously disabled scheduler for a particular extract configuration, this extract configuration must have the Draft status.

2. If you select the Frequency option:
   1. You need to define at least one configuration in the Primary frequency panel by selecting an option from the Repeat list and configuring its details. Click the Add button to add more settings. To learn more about time settings, refer to the Time Zone Support in the Scheduler section.
   2. If you need more than one frequency, click the Add additional frequency button and configure it in the same way as you did while defining the primary one. Note that each frequency setting must be unique within one frequency base, for example, you cannot add this setting Wednesdays at 11:00AM more than once.
      If the same schedule time is introduced more than once within one extract configuration, then Fynapse schedules this extract configuration only once for this time.

1. All data available in the system up to the moment you clicked the Run now button will be extracted if you selected the Extract only incremental data checkbox.
2. Only data that was not extracted in the previous run of this extract will be extracted (note that during the first run of this extract configuration, all data will be extracted) if you selected the Extract only incremental data checkbox.
3. Data will be split into separate extract files according to the Posting Date attribute if you selected the Split per Posting Date checkbox.
4. You will see a proper extraction log in the Extraction Logs grid and the extract file will be placed on the defined cloud storage.
5. If the data source is Journal or Unposted Journal, then Fynapse will automatically generate a manifest receipt file for the dedicated extract file and will place it on the cloud storage under the same path as the extract file. To find out more, read the Manifest Receipt File section.
6. If the data source is Journal and you use the aggregation option, you will be able to see the Open journal link in the Journals column in the Extraction Logs grid. Once you click the link, you will be redirected to the Journals screen in Subledger to view all Journals that were included in the aggregation in the selected extract file.

1. All data available in the system up to the moment you clicked the Run now button will be extracted if you selected the Extract only incremental data checkbox.
2. Only data that was not extracted in the previous run of this extract will be extracted (note that during the first run of this extract configuration, all data will be extracted) if you selected the Extract only incremental data checkbox.
3. Data will be split into separate extract files according to the Posting Date attribute if you selected the Split per Posting Date checkbox.
4. You will see a proper extraction log in the Extraction Logs grid and the extract file will be placed on the defined cloud storage.
5. If the data source is Journal or Unposted Journal, then Fynapse will automatically generate a manifest receipt file for the dedicated extract file and will place it on the cloud storage under the same path as the extract file. To find out more, read the Manifest Receipt File section.

1. All of the settings within this extract configuration if it has the Draft status
2. A start date and time and an end date and time in the Effective dates section, a description and the Exclude dimensions from extract (optional) list if the extract configuration has the Inactive status and it has not been started yet (the current date is earlier than the start date for this extract configuration)
3. An extract configuration description, end date and time (in the Effective dates section) as well as the Exclude dimensions from extract (optional) list if the extract configuration has the Active status

1. Type a name (we recommend keeping the names of extract configurations unique across the system) and optionally a description.
   While typing the name of an extract configuration, you can use upper-case and lower-case letters, digits, spaces, periods, exclamation marks, parentheses, hyphens, and underscore characters. We do not recommend using other special characters because it can cause problems while sending and downloading extract files.

2. Configure the dates and time during which your extract configuration will be active by defining the Effective dates. You need to provide a start date and time. To configure an end date and time, click the Set End date and End time checkbox.
3. From the Target name list, select FDS.
4. From the Namespace list, select a namespace.
5. From the Entity name list, select an Entity to which you want to extract data.
   The Entity to which you want to extract data must have the same data structure as the Entity from which you extract data.

6. If you want to create a new Entity:
   1. Expand the Entity name list and click Create new.
   2. Into the New Entity name field, type the name of the Entity. Keep in mind that you are creating the transient Entity. This means that it can only be used by custom processing defined in Flows. It inherits the structure of an Entity selected from the Data source field.

1. From the Namespace list, select fynapse.
2. From the Data source list, select the data source from which you want to extract data.
3. If you selected FDS as the data source in the previous step, now from the Entity name list, select an Entity that you want to extract.
   At this point, you can save your configuration as a draft by clicking the Save draft button. If you saved your work then to continue configuring, you need to click the Edit button.

   Note that the Extract only incremental data checkbox is enabled by default if you set FDS as the target source, to avoid an exponential increase of extracted data, as only increments are extracted after the initial extract to avoid duplication of records. It is set by default for all extracts apart from Balances.

1. To filter by certain attributes click the Attributes field to see a list of attributes. To select a particular attribute click it.
   If you do not select any criteria, then all data will be extracted.

2. You must define filters for previously selected attributes by adding operators and configuring their values. To add another operator to the selected attribute, click the Add button.

1. If you select the Specific dates option, then by clicking the Add button add as many dates as you need. The number of configured dates denotes how many times data will be extracted. Note that each specific date must be unique, for example, you cannot add this setting 25.07.2023 at 11:00 AM more than once. Additionally, defined dates must be included within the effective dates (defined in step 3b).
   If you do not want to use the scheduler and run the extract configuration manually, select the Disabled option. Keep in mind that to enable a previously disabled scheduler for a particular extract configuration, this extract configuration must have the Draft status.

   If you want to use an Entity as input for Flow, please remember not to run the extract until you have defined the Flow. If you run the extract before the Flow is up and running, the data that would be exported to the Entity before the Flow is ready will not be processed.
   This is especially important if you want to use the scheduler feature. Remember to schedule the date for the first extract after you know the Flow will be ready.

2. If you select the Frequency option:
   1. You need to define at least one configuration in the Primary frequency panel by selecting an option from the Repeat list and configuring its details. Click the Add button to add more settings. To learn more about time settings, refer to the Time Zone Support in the Scheduler section.
   2. If you need more than one frequency, click the Add additional frequency button and configure it in the same way as you did while defining the primary one. Note that each frequency setting must be unique within one frequency base, for example, you cannot add this setting Wednesdays at 11:00 AM more than once.
      If the same schedule time is introduced more than once within one extract configuration, then Fynapse schedules this extract configuration only once for this time.

1. Type a name (we recommend keeping the names of extract configurations unique across the system) and optionally a description.
   While typing the name of an extract configuration, you can use upper-case and lower-case letters, digits, spaces, periods, exclamation marks, parentheses, hyphens, and underscore characters. We do not recommend using other special characters because it can cause problems while sending and downloading extract files.

2. Configure the dates and time during which your extract configuration will be active by defining the Effective dates. You need to provide a start date and time. To configure an end date and time, click the Set End date and End time checkbox.
3. Select a target name and a file type.

1. From the Namespace list, select fynapse.
2. From the Data source list, select Balances.
   At this point, you can save your configuration as a draft by clicking the Save draft button. If you saved your work, then to continue configuring you need to click the Edit button.

1. If you select the Specific dates option, then by clicking the Add button add as many dates as you need. The number of configured dates denotes how many times data will be extracted. Note that each specific date must be unique, for example, you cannot add this setting 25.07.2023 at 11:00 AM more than once. Additionally, defined dates must be included within the effective dates (defined in step 3b).
   If you do not want to use the scheduler and run the extract configuration manually, select the Disabled option. Keep in mind that to enable a previously disabled scheduler for a particular extract configuration, this extract configuration must have the Draft status.

2. If you select the Frequency option:
   1. You need to define at least one configuration in the Primary frequency panel by selecting an option from the Repeat list and configuring its details. Click the Add button to add more settings. To learn more about time settings, refer to the Time Zone Support in the Scheduler section.
   2. If you need more than one frequency, click the Add additional frequency button and configure it in the same way as you did while defining the primary one. Note that each frequency setting must be unique within one frequency base, for example, you cannot add this setting Wednesdays at 11:00 AM more than once.
      If the same schedule time is introduced more than once within one extract configuration, then Fynapse schedules this extract configuration only once for this time.

1. Type a name (we recommend keeping the names of extract configurations unique across the system) and optionally a description.
   While typing the name of an extract configuration, you can use upper-case and lower-case letters, digits, spaces, periods, exclamation marks, parentheses, hyphens, and underscore characters. We do not recommend using other special characters because it can cause problems while sending and downloading extract files.

2. Configure the dates and time during which your extract configuration will be active by defining the Effective dates. You need to provide a start date and time. To configure an end date and time, click the Set End date and End time checkbox.
3. Select a target name and a file type.

1. From the Namespace list, select fynapse.
2. From the Data source list, select Balances.
   At this point, you can save your configuration as a draft by clicking the Save draft button. If you saved your work, then to continue configuring you need to click the Edit button.

1. Select the Dynamic filtering (attribute based) checkbox to enable the Criteria source reference Entity list.
2. From the Criteria source reference Entity list, select the Entity which reference data you want to use for filtering.
3. Match the reference attribute with the Balance attribute by selecting them from dedicated lists.
   To add more than one matching pair, click the Add button.

1. Click the Attributes field to see a list of reference Entity attributes. To select a particular attribute, click it.
2. Define conditions and their values for previously selected attributes.
   To add more conditions to the selected attribute, click the Add button.

1. If you select the Specific dates option, then by clicking the Add button add as many dates as you need. The number of configured dates denotes how many times data will be extracted. Note that each specific date must be unique, for example, you cannot add this setting 25.07.2023 at 11:00 AM more than once. Additionally, defined dates must be included within the effective dates (defined in step 3b).
   If you do not want to use the scheduler and run the extract configuration manually, select the Disabled option. Keep in mind that to enable a previously disabled scheduler for a particular extract configuration, this extract configuration must have the Draft status.

2. If you select the Frequency option:
   1. You need to define at least one configuration in the Primary frequency panel by selecting an option from the Repeat list and configuring its details. Click the Add button to add more settings. To learn more about time settings, refer to the Time Zone Support in the Scheduler section.
   2. If you need more than one frequency, click the Add additional frequency button and configure it in the same way as you did while defining the primary one. Note that each frequency setting must be unique within one frequency base, for example, you cannot add this setting Wednesdays at 11:00 AM more than once.
      If the same schedule time is introduced more than once within one extract configuration, then Fynapse schedules this extract configuration only once for this time.

1. Type a name (we recommend keeping the names of extract configurations unique across the system) and optionally a description.
   While typing the name of an extract configuration, you can use upper-case and lower-case letters, digits, spaces, periods, exclamation marks, parentheses, hyphens, and underscore characters. We do not recommend using other special characters because it can cause problems while sending and downloading extract files.

2. Configure the dates and time during which your extract configuration will be active by defining the Effective dates. You need to provide a start date and time. To configure an end date and time, click the Set End date and End time checkbox.
3. Select a target name and a file type.

1. From the Namespace list, select fynapse.
2. From the Data source list, select Balances.
   At this point, you can save your configuration as a draft by clicking the Save draft button. If you saved your work, then to continue configuring you need to click the Edit button.

1. Select the Dynamic filtering (attribute based) checkbox to enable the Criteria source reference Entity list.
2. From the Criteria source reference Entity list, select the Entity which reference data you want to use for filtering.
3. Match the reference attribute with the Balance attribute by selecting them from dedicated lists.
   To add more than one match, click the Add button.

1. Click the Attributes field to see a list of reference Entity attributes. To select a particular attribute, click it.
2. Define conditions and their values for previously selected attributes.
   To add more conditions to the selected attribute, click the Add button.

1. If you select the Specific dates option, then by clicking the Add button add as many dates as you need. The number of configured dates denotes how many times data will be extracted. Note that each specific date must be unique, for example, you cannot add this setting 25.07.2023 at 11:00 AM more than once. Additionally, defined dates must be included within the effective dates (defined in step 3b).
   If you do not want to use the scheduler and run the extract configuration manually, select the Disabled option. Keep in mind that to enable a previously disabled scheduler for a particular extract configuration, this extract configuration must have the Draft status.

2. If you select the Frequency option:
   1. You need to define at least one configuration in the Primary frequency panel by selecting an option from the Repeat list and configuring its details. Click the Add button to add more settings. To learn more about time settings, refer to the Time Zone Support in the Scheduler section.
   2. If you need more than one frequency, click the Add additional frequency button and configure it in the same way as you did while defining the primary one. Note that each frequency setting must be unique within one frequency base, for example, you cannot add this setting Wednesdays at 11:00 AM more than once.
      If the same schedule time is introduced more than once within one extract configuration, then Fynapse schedules this extract configuration only once for this time.

Go to Configuration > Extracts.

Click the Add button.

Provide basic information about your extract configuration:

1. Type a name (we recommend keeping the names of extract configurations unique across the system) and optionally a description.
   While typing the name of an extract configuration, you can use upper-case and lower-case letters, digits, spaces, periods, exclamation marks, parentheses, hyphens, and underscore characters. We do not recommend using other special characters because it can cause problems while sending and downloading extract files.

2. Configure the dates and time during which your extract configuration will be active by defining the Effective dates. You need to provide a start date and time. To configure an end date and time, click the Set End date and End time checkbox.
3. Select REST API as a target name.

Define data details:

1. From the Namespace list, select fynapse.
2. From the Data source list, select the data source.
3. If you selected FDS as the data source in the previous step, now from the Entity name list, select an Entity that you want to extract.
   At this point, you can save your configuration as a draft by clicking the Save draft button. If you saved your work, then to continue configuring, you need to click the Edit button.

4. Select the Extract only incremental data checkbox if you want to extract data that was not extracted in the previous run of this extract configuration.

Select the Set query attributes to extract only selected data checkbox to configure a query to determine which data will be extracted:

1. To filter by certain attributes click the Attributes field to see a list of attributes. To select a particular attribute click it.

   If you do not select any criteria, then all data will be extracted.

2. You must define filters for previously selected attributes by adding operators and configuring their values. To add another operator to the selected attribute, click the Add button.

3. If you select a date attribute and set an operator to Dynamic, then you need to:

   1. From the list, select the period type, for example, Days.
   2. Define a number of days, months or years for which you want to extract data.
   3. From the Ending anchor list, select the point in time that sets the last day from which data will be extracted.
   4. If you select the Previous period end or Previous year end option from the Ending anchor list, then from the Fiscal calendar list, select the valid calendar.
   To ensure successful extraction, check whether the Fiscal Calendar you want to use has all periods defined and the calendar for a selected year exists in Fynapse. If the selected Fiscal Calendar does not have defined periods or the calendar for the selected year is not configured, then an error is thrown, and the extraction process fails. The error message is displayed in the Error message column on the Extraction Logs screen. Once you correct the calendar, the extraction process will be rerun automatically.

Select the Aggregate Journal data checkbox to configure an aggregation for Journals and Unposted Journals. Set the aggregation:

1. From the Dimension Set list, select a Dimension Set on which basis you want to aggregate data.

   If the list is empty, you will not be able to configure the aggregation. The Dimension Set must be configured first in Fynapse.

   Once you select the Dimension Set, its preview will be displayed in the Dimensions field, and the Measures field will display a list of fields (only amount field types) that will be summed to create the aggregation.

2. From the Exclude dimensions from extract (optional) list, select Dimensions that you do not want to utilize for the aggregation. The list displays only user-defined Dimensions.

   If you want to create an advanced aggregation, refer to the Create Advanced Journal Aggregation description.

You do not have to configure a scheduler since it will always be disabled for the REST API extract configurations.

If you finished creating your extract configuration, you can now publish it by clicking the Submit extract button.

To run the extract, use the API tool. You will not be able to run it via Fynpase GUI. The extraction process will start and:

1. You will see a proper extraction log in the Extraction Logs grid to confirm that the extraction was triggered.
2. If the data source is Journal and you use the aggregation option, you will be able to see the Open journal link in the Journals column in the Extraction Logs grid. Once you click the link, you will be redirected to the Journals screen in Subledger to view all Journals that were included in the aggregation in the selected extract file.

Go to Configuration > Extracts.

In the grid, find and click an extract configuration that you want to convert to REST.

Click the Convert to REST button.

Read the notification and confirm your action by clicking the Convert button.