Connecting to a CRM System

Last updated on 2025-10-21

Overview

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.

 

List of CRM Systems

Currently, Lucanet offers connections with the CRM system Salesforce.

A connection to further systems is under development.

List of Default Fields

The following default fields are pulled in for 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.

Prerequisites for the Setup

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).

Connecting to a CRM System

To connect to a CRM system:

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.

'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. 
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.
Confirm Merge's end user terms
  • Select if you want to use your Production account or your Sandbox account.
Select account type
  • 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.
Enter the subdomain

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.

Select the opportunity filters
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