data-collection KB1080207 Documentation / Data Collection / Collecting Data / Importing Data Instead of entering data manually, you can import financial data directly from external sources into Lucanet Data Collection. Data Collection supports imports from three sources: Excel files, Consolidation & Financial Planning, and Lucanet.Financial Warehouse. For Excel files, you can choose between the free-form Excel import and the Excel template import.
The following table describes the import options in Data Collection (DC) with their data source and who configures them:
Import option Data source Who configures it Excel XLSX or XLS file uploaded directly No administrator setup required. Collectors configure row and column mappings when importing. Excel template XLSX or XLS file based on the Lucanet Excel template, with dimension details per row No administrator setup required. Collectors map accounts, columns, and dimension values when importing. Consolidation & Financial Planning (CFP) Lucanet.Financial OLAP Server (Consolidation & Financial Planning) Administrators configure a period value type per column in the form template; collectors execute the import with a single click. Lucanet.Financial Warehouse Lucanet.Financial Warehouse Administrators configure the structural mapping in the form template; collectors complete the element mapping and execute the import.
This content was generated using AI and reviewed by Lucanet subject matter experts before publication.