Connecting to a CRM System

Getting Started

Global Functions

Administration

Extended Planning & Analysis (xP&A)

xP&A Video Tutorials

User Roles in Lucanet xP&A

Lucanet xP&A User Interface

All Steps at a Glance

Basic Concepts and Elements

Creating a Model

Integrating Data

Connecting to a Data Source

Connecting to a Spreadsheet

Connecting to an Accounting System

Connecting to a BI/Database System

Connecting to a CRM System

Connecting to an HRIS/Payroll System

Connecting to a Lucanet CFP Data Source

Connecting to a Source System Using a Webhook

Sharing Data Connections

Working With Integrated Data

Guideline for Exchanging Data Between xP&A and CFP

Modeling Your Data

Viewing and Visualizing Data

Working with Models

Using Comments and Descriptions

Comparison: xP&A vs. Excel Performance

Consolidation & Financial Planning

ESG Reporting

Disclosure Management

XBRL Tagger

Lease Accounting

Banking & Cash Management

Data Collection

Tax Compliance & Reporting

Glossary

You can establish a direct data connection to a CRM system to pull in CRM data into xP&A.

The following applies:

All integrations with CRM systems are established using

Merge

, a third-party platform that enables (API) integrations with different systems.

In order to set up the integration, you must follow individual authentication procedures to link to your CRM system account with xP&A.

Independent of the system, there is a set of default fields (variables and dimensions) that are pulled in. In addition, the integration of custom fields can be defined during the configuration of the data connection.

Currently, Lucanet supports connections with the CRM system Salesforce.

A connection to further systems is under development.

The following default fields are pulled in from each CRM system that is integrated via Merge:

Variables

Activity

Amount Closed

Amount Closed Won by Account

Amount Created

Opportunities Closed

Opportunities Created

Weighted Amount Closed

Weighted Amount Created

Weighted Opportunities Closed

Weighted Opportunities Created

Dimensions

Account

Activity Type

Owner

Owner Role

Owner Status

Stage

Stage Type

You can select additional opportunity filters during the configuration process.

Necessary Authentications

You will need to ensure that you set up all necessary authentications that are requested in the connection flow.

These authentications differ slightly by CRM system -- open this link to see a full breakdown (by our API provider, Merge).

Choose one of the following options:

Open the Data workspace from the overview on the start page and click + New.

Open the model into which you would like to integrate the data, click the + sign next to Data in the overview, and choose New data source.

In the Data sources dialog, open the CRM tab and choose the system from which you want to integrate data.

Shows the CRM tab of the 'Data sources' dialog — 'CRM' tab

Choose if you want to:

Use xP&A's

Sales and Pipeline Report

Create the data source

manually

and link the data to your models by yourself (

Advanced

)

Choose a connection in the New Data Source dialog. If you have not configured a connection yet, configure the following steps to set up a connection:

Choose if you would like to authenticate using

your credentials

or using your

Security Token

and Organization ID

Upload file step — Select the authentication method

Check the standard fields that can be pulled in with the integration and click

Next

to agree to the

End User Terms

of our third-party provider Merge.

Select if you want to use your

Production account

or your

Sandbox account

Enter your subdomain

details to connect to the source system and click

Next

.

A detailed description on how to authenticate with each system can be found in

Merge's Help Center

Confirm all following steps to complete the setup of the connection.

In the New Data Source dialog, select the opportunity filters you want to use as breakdowns.

xP&A is pulling your opportunities by owner, stage, and account. If you want to use additional break-downs, you can pick up to three more. Note that a large number of items may result in a slower model.