RobobAI Data Extraction Guide
Follow this guide for safe efficient data transfer
The Path to Greater Insights
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Agreement
Sign in Agreement
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Data Extraction
Data Schemas
Guidelines + Mapping
Data Extraction Methods
RobobAI template
SQL queries
Data may require
Normalization
Cleansing and Validation
Agreggation
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Data Transfer
Data Security
SFTP Configuration
Whitelisting
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Platform Delivery
RobobAI QA check
Implement data into RobobAI platform
Treasury dashboards
Actionable Intelligence Report (AIR)
Other custom reporting
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Training
RobobAI Training Academy
Custom training inquiry
Quick start
Get Started with 3 data points
With just 3 points of your supplier data, we can provide AI-driven dashboards and start pinpointing opportunities to release liquidity. This quick start option caters to organizations struggling to collate a quality data set and need support building a business case.
We recommend Data Schema 1, where possible, due to the instant benefit of an 8-page Actionable Intelligence Report and a faster
route to leveraging your date to drive value.

More data drives more insight
We support 3 main data schemas
(14 fields of aggregated data)
Basic supplier data is used to enable basic Supplier Insights linked to Card payment Optimizations.
You can:
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Visualize spend by current payment method and terms
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Identify opportunities to transition spending from check or electronic payment to card.
(38 fields of line level data)
Additional invoice header level data provides additional targeted insights associated with invoice count / size
You can:
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Optimize working capital benefits for buyers and suppliers e.g. highlight early and late payments
-
Refine card opportunity analysis with actual payment time date
(61 fields of line level data)
Additional invoice or PO line data enables classification/categorization of spend data for advanced card optimization, treasury insights, and more.
You can:
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Increase granularity of insights by classifying invoice line items by spend category
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Rationalize suppliers and streamline spend based upon supplier payment terms
Data Transfer
Whitelisting
Some organizations restrict access to external websites. If you are experiencing some challenges accessing the Treasury Intelligence platform from your organization some Internet access rules may need to be configured to allow access.
A process called 'Whitelisting' can be run, typically by a Network Operations team. Detailed information is provided in the presentation below.
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Data extraction
Data extraction removes the barrier to spend analytics. It automates the process of data consolidation from multiple sources. No integration is needed. It's a stand-alone, read-only, push process.
The Data Extraction Overview presentation includes more details such as:
- A background to Spend data
- Example Source systems
- Extraction Process
- Data Mapping
- Data Extraction guidelines
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Data extraction methods
Data extraction methods refer to the techniques used to collect and move data from different sources. There are several methods for extracting data, and the choice of method depends on the source of data. Here are some common data extraction methods
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SQL
Write SQL queries to extract spend-related data from the ERP databases.
Click below for specific queries:
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Standard Reports from ERP
Many modern ERPs provide APIs that allow you to programmatically access and extract data. These APIs might expose endpoints for retrieving spend data, which you can then integrate into your extraction process

BI / Reporting
Some ERP systems offer built-in reporting tools that allow you to generate reports specifically for spending data. You can design and run reports that extract the necessary information
Training
As part of your platform handover, your Project Manager will provide you with hands-on training to show you how to quickly draw value from your data.
We also offer a range of dedicated training opportunities.
Request custom training here or
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Support For support related to platform issues send a request to support@robobai.com
