Connecting to a Data Source

Last updated on 2025-11-07

Overview

In order to integrate data from a source system into xP&A, you need to establish a connection to the respective data source. 

xP&A offers integrations with various source systems. The procedures for setting up a connection and to define the data that is pulled in, differ depending on the source system in use. A list of the available source systems and a link to the detailed instructions to connect to them can be found below.

 

You can create various data sources for the same source system integration (e.g. to connect to multiple Google accounts).

Once a connection to the data source is established, you can:

 

How you work with integrated data in variables and formulas, e.g. how to set the currency of integrated data, is described in the sections Creating and Editing Variables and Creating and Editing Formulas.

This article contains the following sections:

Available Integrations

xP&A offers the following integrations:

Type of System

Integration available for

Spreadsheets

  • Excel
  • CSV
  • Excel Online
  • Google Sheets

Accounting Systems

  • Quickbooks
  • Xero

CRM Systems

  • Salesforce

HRIS/Payroll Systems

  • Altera Payroll
  • Bamboo HR
  • Breathe
  • Charlie
  • ChartHop
  • Deel
  • Freshteam
  • Gusto
  • Hibob
  • HR Cloud
  • HR Partner
  • Humaans
  • IntelliHR
  • Justworks
  • Kallidus
  • Kallidus (f.k.a. Sapling)
  • Namely
  • Nmbrs
  • Officient
  • Paychex
  • Paylocity
  • PeopleHR
  • Personio
  • Proliant
  • Quickbooks Payroll
  • SageHR
Displaying the Data Preview Within a Model

Once the data source has been added to the model, it is displayed in the overview of the model under Data. 

You can click the name of the data source to open a section with the data preview on the bottom of the model's spreadsheet:

Shows the data preview window that is displayed when the user clicks on the name of the data source in the overview of the model on the left-hand side
Data preview within a model
Unlinking or Deleting a Data Source

Data sources created by you exist on your xP&A user account. If you unlink a data source from a model, the data source still continues to exist on your account. 

To unlink a data source from your model, you have the following options:

  • In the spreadsheet view of a model, go to the Data section in the overview, open the three-dot menu of the data source you would like to remove, and click Remove from model.
  • Go to the Data workspace, open the three-dot menu of the data source you would like to remove, and click Remove.
Shows the three-dot menu of a data source in the Data workspace . Highlighted is the three-dot icon and the option 'Remove'
Removing a data source from a model
If you want to permanently delete a data connection and all its connected data sources from your account, go to the Data workspace, open the three-dot menu of the data connection, and click Delete connection.
 
Shows the three-dot menu of a data connection in the Data workspace . Highlighted is the three-dot icon and the option 'Delete connection' Deleting a data connection
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