Importing Data
Last updated on 2026-04-24
Overview
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 Options
| Import type | Data source | Who configures it |
|---|---|---|
| Excel | .xlsx or .xls file uploaded directly | No admin setup required — Collectors configure row and column mappings when importing. |
| Consolidation & Financial Planning | CFP OLAP Server | Administrators configure a Period Value Type per column in the form template; Collectors run the import with a single click. |