Data integrations in Lucanet xP&A (Extended Planning & Analysis) let you connect the variables in your model to different data sources. In most cases, this is used to pull in actual data and to perform forecasts based on historicals.

When a variable is linked to data, it will take its value from the data source if data exists, and will fall back to its formula if data does not exist.

Data integrations can be set up to connect to:

  • Consolidation & Financial Planning on the Lucanet CFO Solution Platform
  • Different kinds of systems, such as CRM, Accounting or ERP systems, Payroll, or BI tools.

A list of the currently available integrations can be found below.

In this section you will find information on the following topics:

  • Connecting to a data source: In order to integrate data from a source system into xP&A, you need to establish a connection to the respective data source.
  • Sharing data connections: By default, data connections and the data sources created from the connections are private to the user who created them. In order to be used by other users, you can share the connection to a data source with them.
  • Working with integrated data: Once a connection to a source system is established and data is integrated from a data source, you can start working with the data in Lucanet xP&A.

xP&A currently offers integrations with the following source systems.

Please note that we are extending the list of available source systems constantly. If you are missing a specific source system, please contact us.

IntegrationAvailable systems
Lucanet CFO Solution PlatformConsolidation & Financial Planning (CFP)
Accounting• Puzzle
• QuickBooks
• Xero
HRIS/Payroll• Altera Payroll
• Bamboo HR
• Breathe
• Charlie
• ChartHop
• Deel
• Freshteam
• Gusto
• Hibob
• HR Cloud
• HR Partner
• Humaans
• IntelliHR
Spreadsheet• CSV Upload
• Google Sheets
• Excel Online
• Excel Upload
CRMSalesforce
BI/Database• BigQuery
• Databricks
• Looker
• Microsoft SQL Server
• MySQL
• Postgres
• Redshift
• Snowflake
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This content was generated using AI and reviewed by Lucanet subject matter experts before publication.