---
title: "Importing Data from Consolidation & Financial Planning"
description: "Sie können aggregierte Finanzdaten aus Consolidation & Financial Planning (CFP) direkt in Datenerfassungsformulare importieren. Anders als beim Datenimport aus MS Excel erfordert ein Datenimport aus CFP keine manuelle Zuordnung – das System ordnet Daten den Zeilen und Spalten des Formulars automatisch über OIDs zu. Ein Administrator konfiguriert den Periodenwerttyp für jede Spalte in der Formularvorlage, und Erfasser führen den Import mit einem einzigen Klick aus."
source_url: https://support.lucanet.cloud/en/documentation/data-collection/collecting-data-dc/importing-data/importing-data-cfp
language: en
last_updated: 2026-05-28
---
# Importing Data from Consolidation & Financial Planning

## Overview

You can import aggregated financial data from the Consolidation & Financial Planning (CFP) directly into Data Collection forms. Unlike data import from MS Excel, a data import from CFP requires no manual mapping — the system matches data to form rows and columns automatically using [OIDs](https://support.lucanet.cloud/en/documentation/glossary.md#oids). An **Administrator** configures the [Period Value Type](https://support.lucanet.cloud/en/documentation/data-collection/basic-configuration-dc/creating-and-configuring-form-templates.md#period-value-type) for each column in the form template, and **Collectors** execute the import with a single click.

## Prerequisites

Before executing a data import from CFP:

- The form must have status **In Progress.**
- You must be assigned as a **Collector** for the reporting entity, or you must be an **Administrator**.
- The form must contain at least one CFP-based pivot table with at least one editable **Currency** column.
- An **Administrator** must have configured the [Period Value Type](https://support.lucanet.cloud/en/documentation/data-collection/basic-configuration-dc/creating-and-configuring-form-templates.md#period-value-type) for each **Currency** column in the form template.

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Tables with **Local Account** drill down enabled are excluded from CFP import. If the form contains CFP-based tables but none are available for import, the **Consolidation & Financial Planning** option is disabled.
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Navigate to **Data Collection | Data collection.**
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Open the form you want to import data into.
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Click **More actions | Import Data** in the top right. The **Import Data** dialog is displayed:

'Import Data' dialog
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Select **Consolidation & Financial Planning**.
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If the form already contains collected data, a **Confirm Import** dialog appears. Click **Confirm** to overwrite existing values, or **Cancel** to cancel the import.

'Confirm Import' dialog
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Successful import

{% info-box %}
**Additional notes:**

- Manual editing and additional imports are disabled for all users while the import is in progress.
- After a successful import, the form is displayed in editing mode. The form now includes the imported data as well. Superordinate rows and total columns are recalculated automatically.
- Imported values cannot be automatically undone. To restore previous data or correct imported values, edit the affected cells manually after the import.
{% /info-box %}

## Additional Information

During the data import, the system processes all applicable CFP-based tables in the form in a single operation, using the following principles:

- **Row matching** — CFP data is matched to form rows automatically via OID. Only lowest-level values are imported; superordinate and total rows are recalculated.
- **Column matching** — Each column receives CFP data based on its configured **Period Value Type**. Columns with Period Value Type set to **N/A** are skipped. Total columns are recalculated automatically.
- **Data filtering** — The system filters CFP data by the form's reporting entity, period, period type, and currency. Only data with the data level **Actual** and the adjustment level **Import Data** is imported.
- **Precision** — Imported values are rounded to match the decimal places configured for the target column.