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BAS integration scenarios

Use BAS data for reporting and planning

Send BAS data to reports, files and planning systems through the connections available in your setup. Data Bridge checks records, matches names and codes, and prepares the result for use.

BASData & systems
Excel
SQL
API
UBC Data Bridge

Data preparation

Quality checks
BASUpdated data
01Connectors02Transform03Validate04Result
01

Accounting data for reporting and planning

02

Shared rules for identifiers and reference data

03

Exchange through agreed APIs or file formats

01

Prepare accounting actuals for management

Sales, costs and stock from BAS can complement information from other departments in a shared model. Define the exchange, retrieve data through an available interface or export and apply transformation rules. Period actuals can, for example, be mapped to management accounts before loading into a planning system.

  • Select the required period and organization
  • Map accounting and management reference data
  • Validate keys, required fields and duplicates
Connection library

Connection library

02

Build the route for your configuration

The connection method follows the interfaces published by your BAS installation: OData/API or an agreed file exchange. Use an approved agent folder for files on a private network. Define a clear contract covering the objects, formats and keys used to match records.

  • OData/API appropriate to the exposed service
  • File exchange with a configured structure
  • Controlled access to local resources
IN PRACTICE
1

Agree the exchange

Identify the data, frequency and available interface of your BAS installation.

2

Configure the rules

Set mappings, keys and validation for the source and destination.

3

Verify an example

Complete a controlled exchange and review the result with the BAS owner.

03

Return prepared data to the working process

Create a dataset for the agreed import: updated reference records, planning measures or other scenario-specific information. Apply transformations and checks before handing it to the destination interface or exchange folder. Flow history helps track preparation and delivery.

  • Prepare a format accepted by your configuration
  • Map identifiers and key fields
  • Run manually or regularly and verify the result
Source data preview

Source data preview

FAQ

Your questions, answered.

How to connect your data, manage access and get started.

What determines how BAS is connected?

Your configuration, published services, permissions and import/export rules. The scenario uses the appropriate API or file-based route.

Can private-network data be used?

Yes, through an available direct connection or a compatible agent route to an approved API or exchange folder.

Is this useful for management reporting?

Yes. A common scenario prepares accounting actuals, aligns reference data and delivers results to an analytical or planning model.

Let’s start with your task.

Tell us which data you need to connect. We will explain how it works and show you an example.

Talk to our team
FROM IDEA TO WORKING FLOW

Bring your challenge. See a way forward.

Sources, rules and outcomes — let’s build the conversation around your workflow.