---
title: "Defining Connection to a Data Source"
description: "To create a data source as the basis for importing data from a source system or a source file into Lucanet Disclosure Management, a connection to the data source must first be defined in the Import Management area."
source_url: https://support.lucanet.cloud/en/documentation/disclosure-management/import-data-disclmgmt/define-data-source-connection-disclmgmt
language: en
last_updated: 2023-08-16
---
# Defining Connection to a Data Source

## Overview

To create a data source as the basis for importing data from a source system or a source file into Disclosure Management, a connection to the data source must first be defined in the **Import Management** area.

The following connection types are available:

- Connection for **importing from a file** (in CSV or XLSX format)
- Connection for **importing from a Lucanet database**
- Connection for **importing from Lucanet ESG reporting**

{% warning-box %}
The **Import Management** functional area is only activated for users who have been assigned the **Global Administrator** role in Disclosure Management role management, as only this user role is authorized to manage imports (**ImportData**). For additional information about roles in Disclosure Management, see [Creating and Editing User Roles for Disclosure Management](https://support.lucanet.cloud/en/documentation/disclosure-management/basic-configuration-disclmgmt/role-mgmt-disclmgmt.md).
{% /warning-box %}

## Creating Connection to a Data Source

Connections to data sources are created and configured in Disclosure Management **Import Management**:

Create a connection to the data source

To create a new connection:

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Click in the **function bar** on **Import Management** and then in the **overview** on **Connections** to open the workspace.

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Click **Create New Connection**.
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Configure the connection (see [Configuring Connection to a Data Source](#config_connection)).

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{% warning-box %}
An overview of all connections already created is displayed under **Connections**. You can use the three dots icon to:

- Select and edit existing connections
- Delete connections

By default, a connection for the import from Lucanet **ESG Reporting** is already created in the overview, which cannot be configured further and which can be used by all users who have licensed Lucanet ESG Reporting.
{% /warning-box %}

## Configuring Connection to a Data Source

### General Settings

General settings for a data source connection

### Description

**Name**

Name of the connection

**Connection**

Select the connection type:

- **Import from file**: Used to import data from an Excel and/or CSV file.
- **Import from Lucanet database**: Used to import data from a Lucanet database.

{% warning-box %}
No connection type is available for **Import from Lucanet ESG Reporting**. A **default connection** has already been created for the connection to this Lucanet solution, which cannot be configured separately, and which can be used by all users who have licensed Lucanet ESG Reporting.
{% /warning-box %}

**Description**

Optional description for the connection

### Connection Settings

The connection-specific settings depend on which connection type you have selected in the general settings.

### Import From File

### Import From an CSV File

Specific settings for a CSV file connection

### Description

**File type**

The file type to be imported Select **CSV** and configure the displayed fields.

**Decimal separator**

Separator used in the CSV file to indicate decimal values.

**Has header row**

Activate this check box if the first row of the CSV file is a header row.

**Thousands separator**

Separator used in the CSV file to indicate thousand values

**Separator for values**

Separator used in the CSV file to separate values

**Sample file**

Used to upload a sample file. The data in the sample file is not saved; it is only used as an aid when configuring the data source. The structure of the sample file must match the structure of the file actually imported.

### Import From an XLSX File

Specific settings for an XLSX file connection

### Description

**File type**

The file type to be imported Choose **XLS**.

**Sample file**

Used to upload a sample file. The data in the sample file is not saved – the file is only used as an aid when configuring the data source. The structure of the sample file must match the structure of the file actually imported.

### Import from Lucanet Database

Specific settings for a Lucanet database connection

### Description

**Host** Host of the Lucanet database to which the connection is to be established.

**Database** Name of the Lucanet database to which the connection is to be established.

**User** and **password**

Access data of the user for accessing the Lucanet database.

**Remember password**

Activate this check box if you want the system to save the entered access data.

**Decimal separator**

Separator used in the Lucanet database to indicate decimal values.

**Thousands separator**

Separator used in the Lucanet database file to indicate thousand values.

### Import from Lucanet ESG Reporting

Default connection 'ESG-Reporting'

### Description

No connection type is available for import from Lucanet ESG Reporting. A default connection **ESG Reporting** has already been created for the connection to this Lucanet solution, which cannot be configured separately, and which can be used by all users who have licensed Lucanet ESG Reporting.

## Editing Connection

An existing connection can be edited via the context menu of the three dots icon or via the **Edit** button:

Edit an existing connection