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All Steps at a Glance
Basic Concepts and Elements
Creating a Model
Integrating Data
Connecting to a Data Source
Sharing Data Connections
Working With Integrated Data
Guideline for Exchanging Data Between xP&A and CFP
Connecting to a Lucanet CFP Data Source
Initial Data Import from xP&A to CFP
Creating a Data Export in xP&A for CFP
Creating and Configuring the Script Lucanet xP&A #3700-xP&A.SQL.FOS
Creating and Configuring the Data Source
Creating an Assignment Table
Creating and Executing the Data Import into CFP
Updating the Data Import from xP&A to 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

Creating and Executing the Data Import

Overview

Once the script, the data source, and the assignment table to be used for the import have been created, you can create and execute the actual import and assignment of data in CFP.

Note for customers who still use Lucanet.Financial Client

You can either perform this step in the Lucanet CFO Solution Platform or in Lucanet.Financial Client. The data import will be visible and editable in both systems, no matter where you created it.

Creating a Data Import

To create a data import:

1

Choose the command Create | Data import from the context menu of the Data imports root folder or a data import folder.

Creating a data import
2

Enter a name for the data import in the Create data import dialog and click Save.

The data import is created. The detail view of the data import is displayed as follows:

Detail view of a data import
3

Configure the data import (see section Configuring the Data Import).

4

Import the data (see section Executing the Data Import).

Configuring the Data Import

Click Edit to configure the data import. The following options are available in the detail view of a data import:

OptionDescription
NameName of the data import
Data sourceThe data source to be used
ConfigureOpens the dialog with the properties of the data source. Used to check or change the data source(see chapter Creating and Configuring the Data Source).
Assignment tableThe assignment table to be used.

Executing the Data Import

To execute the data import:

1

Click 1. Import. The Configuration dialog is displayed:

Dialog for the configuration of the import parameters

2

Choose the following to be used for the import:

  • Import type
  • Fiscal year
  • Accounting period
3

If necessary, you can open the tab with the script name to adjust the configuration of the data source before you execute the import.

Lucanet recommends to make these settings in the data source directly to avoid configuring the settings every time you execute a data import.

4

Click Save. If there are any missing assignments, these assignments will be displayed in the detail view of the import:

Detail view with the display of missing assignments
5

Click 2. Assign. The assignments are displayed, for example as follows:

Assignment table with missing assignments
6

Check the assignments and, if necessary, edit any missing assignments. For a detailed instruction on how to assign data, see Assigning Data).

7

Save the data import by clicking 3. Save.

Every newly-created data import can only be saved when the import has been successfully performed and all elements have been assigned so that debit = credit is guaranteed in the general ledger (assets side = equity and liabilities side).

As soon as a data import has been successfully saved, the data of the created postings are displayed on the Postings tab. You can open the details of each posting by clicking the corresponding link in the Posting column.

Furthermore, the data source and assignment table used for this import can be accessed via a link in the general properties of the data import.

Shows the postings tab of an import of xP&A data. Highlighted is the 'Postings' column
Postings created by the import from xP&A

This content was generated using AI and reviewed by Lucanet subject matter experts before publication.

Last updated on May 28, 2026

Table of Contents
OverviewCreating a Data ImportConfiguring the Data ImportExecuting the Data Import
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