Configuring and Executing a Data Import

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Basic Configuration

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Configuring a Document

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Creating and Editing Chapters

Creating and Editing Periods

Importing Data

Defining Connection to a Data Source

Defining a Data Source

Configuring and Executing a Data Import

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Creating and Editing Validations

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Using the XBRL Tagger

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Glossary

When you have defined the data source(s) and the connections to these data sources as the basis for the import in the Import Management area of Disclosure Management, you can configure and execute the data import. Both are carried out in the Import data workspace at individual document level.

The Import data workspace is only activated for users who have been assigned the Document Administrator or Document Data Importer role at document level in Disclosure Management role management. (For additional information about user roles in Disclosure Management, see Assigning Document Roles for Disclosure Management.)

To configure and execute a data import in Disclosure Management:

In the overview of a document, click Import data to open the workspace.

Select the data sources to be used for the import (see section Selecting a Data Source).

Choose the parameters for the data import at document level (see section Parameterizing Data).

If necessary, display a preview of the import and check the data (see section Displaying a Preview and Checking Data).

Start the data import (see section Starting the Data Import).

When you open the Import data workspace at document level in Disclosure Management, the Data sources area is displayed by default:

Shows the 'Data sources' step of the 'Import data' workspace in Lucanet Disclosure Management with the selected check box in the header row, selected data sources, and the columns 'NAME', 'CONNECTION TYPE', 'DESCRIPTION', and 'LAST EXECUTION'. At the bottom, '41 data sources selected' and the 'Go to parameterization' button are visible. — 'Data sources' area

This area contains all the data sources you defined in Import Management (see section Defining a Data Source). You can sort the data sources by name, connection type, description or last execution date.

You have the following options for selecting the data sources in Lucanet Disclosure Management:

Select individual data sources

: Select the check boxes of the required data sources.

Select all available data sources

: Select the check box in the header row to the left of

Name

. Data sources that are not available or whose import plug-in is missing are not selected.

Clear the entire selection

: Clear the check box in the header row. If only some data sources are selected, the check box in the header row is not selected. In this case, click the check box twice: the first click selects all available data sources, the second clears the entire selection.

If no data source can be selected, the check box in the header row is locked.

Disclosure Management displays the number of selected data sources below the table. After making your selection, click Go to parameterization.

If you change the selection of data sources, the previous parameterization of the import is reset. Check the parameters again before you open the preview or start the import.

In the Parameterization area of Disclosure Management, select the parameters for importing the selected data source(s) at document level. The area is displayed as follows, for example:

Shows the 'Parameterization' step of the 'Import data' workspace in Disclosure Management with the buttons 'Open preview' and 'Start data import'. Highlighted in red with annotations are the connection 'My new Lucanet Connection', the data source 'Lucanet Balance Sheet 2024', its parameters 'Organization Elements', 'First Month', 'Data Level', 'Ledger' and 'Adjustment Level', the mapping 'new Mapping', the field 'TargetPeriod', the connection 'XLS Import of Balance Sheet' and the field 'FileName'. — ‘Parameterization' area

The following table describes the elements of the Parameterization area in Disclosure Management:

Option	Description
Connection to the data source	Displays the connection of the selected data source and serves as the top root folder for parameterizing the data source. The element can be expanded and collapsed using the arrow icon. A separate root folder for parameterization is displayed for each data source selected in the Data sources area.
Data source	Displays the selected data source. The element can be expanded and collapsed using the arrow icon so that further parameters can be assigned for this data source, if necessary.
Mapping	Displays the mapping that has been defined within a data source. The element can be expanded and collapsed using the arrow icon. For each mapping defined within a data source, a separate folder is displayed that can be expanded and collapsed. For additional information on defining mappings see section Defining a Data Source.

When you have selected all parameters for all displayed data sources, you have the following options:

You can use the

Open preview

button to display a preview of the imported data in order to check the data again before the actual import. For additional information on this, see chapter

Displaying a Preview and Checking Data

You can use the

Start data import

button to import the data immediately without a preview. For additional information on this, see section

Starting the Data Import

You can navigate back to the

Data sources

area to make any necessary adjustments to the selection of data sources.

When you have configured all parameters for all selected data sources in the Import data workspace of Disclosure Management, you can use the Open preview button to display a preview of the imported data in order to check the data again before the actual import.

The preview is displayed as follows, for example:

Shows the 'Optional: Preview' step of the 'Import data' workspace in Disclosure Management with the data source 'Datasource - Ranorex - ImportFlat A' and a table with the columns 'PROGRAMMING', 'NAME', 'NEW VALUE', 'OLD VALUE' and 'DIFFERENCE', and the 'Start data import' button. Highlighted in red is the step 'Optional: Preview'. — ‘Preview' area

The following elements are displayed in the top section of the preview in Disclosure Management:

Option	Description
Name	Name of the data source(s) to be imported
Connection type	Connection type of the data source: Client FlatFile Import (client-side import of an Excel or CSV file); Server FlatFile Import (server-side import of an Excel or CSV file); Lucanet Rest API Import (import from a Lucanet database); S3 ESG Import (import from Lucanet ESG Reporting)
Description	Description stored in the definition of the connection to the data source
Last execution	Date of the last execution of an import of this data source

The following elements are displayed in the table of the preview in Disclosure Management:

Element	Description
Programming	Content of the column that was defined as a programming column in the imported data source
Name	Content of the column that was defined as a name column in the imported data source
New value	New value after the current import
Old value	Old value before the import
Difference	Difference between new and old value

With the Search items... search field above the preview table in Lucanet Disclosure Management, you can find the items you want to check. Enter a complete term or part of it. The search is not case-sensitive and covers Programming, Name, and the text and numerical values of the preview.

The search covers the entire generated preview, including the items on further table pages. When you change the search term, the first page of results is displayed; the page display refers to the items found. If there are no matches, a corresponding message is displayed.

Delete the search term using the cross icon in the search field to display all items again. The search filters only the preview. It does not start a new data import and does not restrict which items are imported when you click Start data import.

When you have checked the import in the preview, you have the following options:

You can import the data using the

Start data import

button. For additional information on this, see section

Starting the Data Import

You can make changes to the configuration of the import and reopen the preview. Changes are possible in the following areas:

In the previous steps

Data sources

Parameterization

In the

Import Management

in the connection to the data source or the data source itself.

To start a data import in Disclosure Management, click Start data import either in the Parameterization area or in the Preview area.

The task of executing the data import is then transferred to the job monitor and you can display the status of the task by clicking on the bell icon at the top right-hand corner. Successful execution of an import is displayed as follows, for example:

Shows the notification 'Rano Import - Import Completed' in the job monitor of Disclosure Management with a green tick and the entries 'Launched on', 'Data source', 'Launched by' and 'Completed on'. — Notification of successful import

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Page IDKB4881332

Last updated on Oct 20, 2026

Overview

Required Sequence of Steps for a Data Import in Disclosure Management

Selecting a Data Source for a Data Import in Disclosure Management

Parameterizing Data for a Data Import in Disclosure Management

Displaying a Preview and Checking Data in Disclosure Management

Searching Items in the Import Preview

Starting the Data Import in Disclosure Management

Configuring and Executing a Data Import in Disclosure Management