---
title: "Guideline for Exchanging Data Between xP&A and CFP"
description: "Data can be exchanged in both directions between Lucanet Consolidation & Financial Planning (CFP) and Lucanet xP&A (Extended Planning and Analysis). CFP provides actual data for planning in xP&A; modelled planning data can be transferred back from xP&A into CFP. \n\nThis guideline describes the end-to-end process and points to the detailed instructions for each step."
source_url: https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP
language: en
last_updated: 2026-05-28
---
# Guideline for Exchanging Data Between xP&A and Consolidation & Financial Planning

## Overview

Data can be exchanged in both directions between Lucanet Consolidation & Financial Planning (CFP) and Lucanet xP&A (Extended Planning and Analysis). CFP provides actual data for planning in xP&A; modelled planning data can be transferred back from xP&A into CFP.

This guideline describes the end-to-end process and points to the detailed instructions for each step.

## Prerequisites

Before starting, ensure your xP&A models are built with the following in mind:

| Prerequisite | Description |
|---------|---------|
| **Variables will be mapped to GL accounts** | Think about this upfront: The CFP assignment tables are used to map each output variable to the correct general ledger account. |
| **Entity dimension must be present** | Variables must be split by a dimension that can be mapped to CFP reporting entities or cost centers. Preferably, use the **Organization element** dimensions synced from CFP for a 1:1 match. Alternatively, a custom dimension can be used and mapped manually. |
| **Work with output sections in your model** | Create a dedicated section (e.g. "Sales outputs") containing only the variables you want to transfer back to CFP. This simplifies selection during [data source configuration](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/importing-data-from-xpa-to-cfp/creating-and-cconfiguring-the-data-source-for_xPA-import.md#selectsection) and reduces maintenance. |
| **Configure accounting rules** | Configure [accounting rules](https://support.lucanet.com/en/documentation/consolidation-financial-planning/planning/accounting-rules.md) since xP&A typically writes a one-sided posting (and debit/credit checks are always applied). You need contra entries to ensure balanced postings. **Note:** If you model out the full debit/credit logic in xP&A (e.g. when it comes to detailed revenue and working capital predictions), you can also work without accounting rules. In order to do so, select a different import type (e.g. transaction figures) during the [data source configuration](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/importing-data-from-xpa-to-cfp/creating-and-cconfiguring-the-data-source-for_xPA-import.md#importtype). |

## Process Steps for Exchanging Data Between xP&A and CFP

The process for exchanging data between xP&A and CFP consists of the following basic steps:

{% process-steps %}
{% process-step title="Integrating Data from CFP into xP&A" %}
Data from Consolidation & Financial Planning is integrated using as a **CFP data source in xP&A**.

How to set up a CFP data source in xP&A is described in [Connecting to a Lucanet CFP Data Source](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/connecting-to-cfp-copy.md).
{% /process-step %}
{% process-step title="Modeling Data in xP&A" %}
Once the data is available in xP&A, you can model them for your planning and analysis purposes.

Detailed instructions on how to work with data in xP&A can be found in our xP&A documentation. In particular, you can refer to e.g. [All Steps at a Glance for Lucanet xP&A](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/process-description-xpa.md), [Working With Integrated Data](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/working-with-integrated-data.md), or [Modeling Your Data](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/modeling-your-data.md).
{% /process-step %}
{% process-step title="Importing Data from xP&A back to CFP for the First Time" %}
Once the planning data is modeled in xP&A, you can then transfer this data back to Consolidation & Financial Planning via import.

The **initial** import process consists of the following steps:

{% stepper %}
{% stepper-step %}
[Create an export of the desired data in xP&A](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/importing-data-from-xpa-to-cfp/creating-data-export-in-xPA-for-CFP.md)
{% /stepper-step %}
{% stepper-step %}
[Create and configure the import script Lucanet xP&A #3700-xP&A.SQL.FOS](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/importing-data-from-xpa-to-cfp/creating-and-configuring-the-script-used-for-xPA-import.md).
{% /stepper-step %}
{% stepper-step %}
[Create and configure the data source used for the import into CFP](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/importing-data-from-xpa-to-cfp/creating-and-cconfiguring-the-data-source-for_xPA-import.md).
{% /stepper-step %}
{% stepper-step %}
[Create the assignment table used for the import into CFP.](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/importing-data-from-xpa-to-cfp/creating-an-assignment-table-for-import-of-xPA-data.md)
{% /stepper-step %}
{% stepper-step %}
[Create and execute the data import into CFP and assign the imported elements to the elements in CFP.](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/importing-data-from-xpa-to-cfp/creating-and-executing-the-data-import-into-CFP.md)

All sub-steps necessary for this initial CFP import are described in detail under [Importing Data from xP&A to CFP for the First Time](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/importing-data-from-xpa-to-cfp.md).
{% /stepper-step %}
{% /stepper %}
{% /process-step %}
{% process-step title="Updating the Data Import from xP&A to CFP" %}
Once the initial setup is configured, you can then update the import every time you want to transfer updated xP&A data to CFP.

This **recurring** import process consists of the following steps:

{% stepper %}
{% stepper-step %}
Create an export of the updated data in xP&A.
{% /stepper-step %}
{% stepper-step %}
Update the configuration of the script Lucanet xP&A #3700-xP&A.SQL.FOS to include the new xP&A exports and update the dimension mappings.
{% /stepper-step %}
{% stepper-step %}
Execute the data import of updated data into CFP.

All sub-steps necessary for this recurring CFP import are described in a Quick Reference Guide under [Updating the Data Import from xP&A to CFP](https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/importing-data-from-xpa-to-cfp.md).
{% /stepper-step %}
{% /stepper %}
{% /process-step %}
{% /process-steps %}