Instead of entering data manually, you can import financial data directly from external sources. Data Collection supports two import types, each suited to a different source system and workflow.

Import typeData sourceWho configures it
Excel.xlsx or .xls file uploaded directlyNo admin setup required — Collectors configure row and column mappings when importing
Consolidation & Financial PlanningCFP OLAP ServerDC Administrators configure a Period Value Type per column in the form template; Collectors run the import with a single click
Lucanet.Financial WarehouseLucanet.Financial WarehouseDC Administrators configure structural mapping in the form template; Collectors complete element mapping and execute the import