Importing Data Automatically | Lucanet Knowledge Base

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Getting Started

Global Functions

Lucanet Lume

Administration

Data Hub

Consolidation & Financial Planning

Lease Accounting

General Functions in Lease Accounting

User Roles in Lease Accounting

All Steps at a Glance

Basic Configuration for Lease Accounting

Selecting a Lessee

Collecting Data

Creating and Configuring Lessors

Creating and Configuring Contracts

Creating and Configuring Contract Components

Importing Data Automatically

Viewing Import History

Reversing Components

Changing the Lessee of Contract Components

Categorizing Components

Calculating Data

Saving Postings

Reversing Postings

Exporting Reports and Postings

Importing Postings into Consolidation & Financial Planning

Extended Planning & Analysis (xP&A)

ESG Reporting

Disclosure Management

XBRL Tagger

Tax Compliance & Reporting

Banking & Cash Management

Data Collection

Glossary

Automatic data imports in Lucanet Lease Accounting allow you to import contracts, lessors and contract components automatically. This both simplifies the import process and saves you time.

The Automatic data import workspace in Lease Accounting displays all the data import runs that have been executed to date, regardless of which reporting entity is selected:

Shows the 'Automatic data import' workspace in Lucanet Lease Accounting with the 'Data to be imported' drop-down list, the upload area with the text 'Attach file using drag and drop, or browse' and 'Supported formats: CSV, XML, Excel', and the overview table with the columns 'ID', 'Date', 'User name', 'Reporting entity OID', 'File name', 'File size', 'Import mode', 'Import type', and 'Status'. Highlighted in red is the 'Automatic data import' item in the 'Data collection' navigation. — The 'Automatic data import' workspace

To import data automatically in Lease Accounting:

Open the Automatic data import workspace:

Select the data to be imported. The following data types can be imported:

Lessors

Contracts

Contract components

Use drag and drop to attach the Excel or CSV file you want to import, or add it via the Browse function.

Click Start import.

Excel and CSV Import Templates

To make automatic imports easier for you, we provide templates for both Excel and CSV files. The structure of these templates matches that required for the import.

The templates include instructions on how to add the data.

Use the following links to download the templates for the automatic data import in Lease Accounting:

Excel Templates:

Excel Template for Lessor Imports

Excel Template for Contract Imports

Excel Template for Contract Component Imports

: this template uses conditional formatting to help you keep your entries within the allowed length. If you enter more than 250 characters in a cell, that cell turns red. Reduce the number of characters before you start the import.

CSV Templates:

CSV Template for Lessor Imports

CSV Template for Contract Imports

CSV Template for Contract Component Imports

In Lucanet Lease Accounting, the import of contract components recognizes the columns of an Excel or CSV file by their technical headers, not by their position. You can therefore import a file that contains the columns you need, in any order, without first rearranging it to match the full import template, for example when the lease data comes from another source.

The following rules apply to the import of contract components in Lease Accounting:

The order of the columns does not matter.

You can leave out optional columns. The columns that are required for a valid contract component must be included.

Lease Accounting ignores columns with headers that it does not recognize. Your file can therefore contain additional columns, but their content is not imported.

The header of each column to be imported must match a technical header of the import template exactly, for example

singlePaymentExecutionDate

. If you replace a technical header with descriptive text, Lease Accounting does not recognize the column.

Excel and CSV files follow the same rules.

The Column Guide sheet of the Excel template for contract component imports describes each technical header and its allowed values.

Import files based on the previous templates without technical headers can still be used. In these files, Lease Accounting reads the columns by their position, so the column order of the previous template must stay unchanged.

The following details are displayed in the overview table of the Automatic data import workspace in Lease Accounting for each data import:

Shows the 'Automatic data import' workspace in Lucanet Lease Accounting with the 'Data to be imported' drop-down list, the upload area, and the overview table with the columns 'ID', 'Date', 'User name', 'Reporting entity OID', 'File name', 'File size', 'Import mode', 'Import type', and 'Status', listing five imports with the import mode 'EXCEL' and the status 'Success'. Highlighted in red is the overview table. — Overview table in the 'Automatic Data Import' workspace

The overview table of the automatic data import in Lease Accounting provides the following information:

Column	Description
ID	Import ID
Date	Date of the import run
User name	Name of the user who executed the import
Reporting entity OID	OID of the reporting entity (lessee) for whom the import run was executed
File name	Name of the imported file
File size	Size of the imported file in KB
Import mode	The imported file type, for example `EXCEL` or `CSV`.
Import type	The data type that was imported. The following options are displayed: • StandardExternalPartner for importing lessors • LucanetContract for importing contracts • LucanetComponent for importing contract components
Status	Status of the import. The following options are displayed: • Success if the import was completed successfully • Error if an error occurred during the import run • Warning if a warning was issued during the import run • Info if the message only provides information on the import’s execution status • TBD if the import run is still ongoing and it is not yet possible to display a status for it Note: • You can view the details of the individual messages in the Import History. • To jump straight to the history of a specific import, click the icon in the column.
Number of imported lessors	Number of lessors imported successfully during the import run
Number of imported contracts	Number of contracts imported successfully during the import run
Number of imported components	Number of contract components imported successfully during the import run
Number of issues	Number of issues and warnings output during an import that was not executed successfully Note: • To view the notes for imports that were not executed successfully, visit the Import History. • To jump straight to the history of a specific import, click the icon in the column.
Configuration column	To jump straight to the history of a specific import, click the icon.