Importing xP&A Data into Consolidation & Financial Planning for the First Time

Last updated on 2026-05-07

Overview

Once the planning data is modeled in xP&A, you can then transfer this data into Consolidation & Financial Planning. 

CFP uses an import script (Lucanet xP&A #3700-xP&A.SQL.FOS) to read in xP&A exports.

The following sub-steps are necessary for importing data from xP&A to CFP:

 

  1. Create an export of the desired data in xP&A for each model you would like to import into CFP.
  2. Create and configure the script Lucanet xP&A #3700-xP&A.SQL.FOS. CFP uses this import script to read in the xP&A exports. Configuration is done in the script's settings before you execute an import.
  3. Create and configure the data source used for the import into CFP. In the data source configuration, you link the script and define certain parameters to be used for the import.
  4. Create the assignment table used for the import into CFP.
    This assigment table is the basis for assigning all elements imported from xP&A (e.g. accounts, cost centers, transaction currency, etc.) to elements in CFP.
  5. Create and execute the data import into CFP and assign the imported elements to the elements in CFP
    The data import uses the data source that is linked to the xP&A script and the assigment table you defined for this purpose.
Prerequisites

Before you configure the import into CFP, the following prerequisites must be met: 

PrerequisiteDescription
CFP versionIf you work with Consolidation & Financial Planning in Lucanet.Financial Client, the Lucanet version must be Lucanet 25 or higher.
Script fileThe script Lucanet xP&A #3700-xP&A.SQL.FOS is available (e.g. via the partner portal or your Lucanet consultant).
Java libraryThe Java library athena-jdbc-3.4.0-with-dependencies.jar is added to the library of the CFP database (typically done by our Cloud Services or SRE team).
Database connection (optional)For drill-down support and to avoid re-running the xP&A export on each import, a connection to an SQL database can be used as temporary storage. The connection information for Lucanet.Financial Warehouse can be used for this purpose.
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