---
title: "Connecting to a Lucanet CFP Data Source"
description: "You can connect to a Lucanet CFP Data Source to pull in data from Lucanet Consolidation & Financial Planning into xP&A."
source_url: https://support.lucanet.com/en/documentation/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/connecting-to-cfp-copy
language: en
last_updated: 2026-09-17
---
# Connecting to a Lucanet CFP Data Source in Lucanet xP&A

## Overview

You can establish a connection to Lucanet Consolidation & Financial Planning (CFP) to pull in data into Lucanet xP&A (Extended Planning & Analysis).

> **Note:** - A user can only integrate data from CFP if they have a **license** for Consolidation & Financial Planning, and only for the data they have access to in CFP.
> - Access permissions for Consolidation & Financial Planning are configured in the platform administration under user management. To access CFP data, an xP&A user must be assigned the data model role **Editor** or **Observer**. In addition, at least read permissions must be granted for the CFP **workspaces** and **data levels** they should have access to. For more information, see [Creating and Editing Users for the Lucanet CFO Solution Platform](https://support.lucanet.com/en/documentation/administration/user-management.md) and [Defining Permissions for CFP Data Model Roles](https://support.lucanet.com/en/documentation/administration/user-management/users/defining-user-permissions.md).

## Connecting to a Lucanet CFP Data Source in xP&A

To connect to a CFP data source in xP&A:

1. Open the **Data** workspace.

2. Choose one of the following options:
       - Open the **Data** workspace from the overview on the home page and click **+ New**.
       - Open the model you want to integrate data into. In the overview, click the **+** icon next to **Data** and select **New data source**.

3. In the **Data sources** dialog, open the **Accounting** tab and select **Consolidation & Financial Planning**.

    The CFP data source is only available to users who have a license for both xP&A and Consolidation & Financial Planning in the CFO Solution Platform.

4. In the **New Lucanet CFP Data Source** dialog, select the **ledger** and the **data level** from Lucanet Consolidation & Financial Planning from which you would like to transfer data, and specify the **display currency** and the **date range** for the data source:

    ![Shows the 'Select ledger' step of the 'New CFP datasource' dialog, with fields for 'Ledger', 'Data level', 'Display currency', and 'Data range'.](https://support.lucanet.com/assets/docs-images/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/connecting-to-cfp-copy/_images/en/new-cfp-data-select-ledger.png)
    Select ledger

5. Click **Next**. The **Filter data** step is displayed as follows:

    ![Shows the 'Filter data' step of the 'New Lucanet CFP datasource' dialog, with the 'Organization elements import method' set to 'Single hierarchy', and fields for 'Organisation elements', 'Adjustment levels', and 'Transaction currency'. Optional toggles for 'Partners' and 'Transaction types' are shown at the bottom.](https://support.lucanet.com/assets/docs-images/xp-a---extended-planning-and-analysis/integrating-data/guideline-data-exchange-xPA-CFP/connecting-to-cfp-copy/_images/en/new-cfp-data-filter-data.png)
    Filter data

6. Choose the method for importing organization elements. The following options are available:
       - **Single hierarchies**, to import reporting entities and cost centers as a single hierarchical dimension.

         This is the **recommended** option to import organization elements.
       - **Multiple flat dimensions**, to import reporting entities and cost centers as 2 independent flat dimensions.

         This is the **deprecated** option to import organization elements. It still works but won't get any improvements in the future. We strongly recommend the **Single hierarchies** method.

7. Choose the **organization element** and the **adjustment level**, and optionally the **partner(s)** and **transaction type(s)**, which you would like to transfer with this data source from Lucanet Consolidation & Financial Planning.

8. Click **Create data source**.