Lucid Financials
  • GENERAL
    • Overview
    • Lucid Status
  • Change Log
  • Financials
    • Overview
    • Tags
    • Table Functions
    • Adding a new report
    • Financial Reports
    • Report Editing
  • Hiring Plan
    • Overview
    • Hiring Settings
  • Assumptions
    • Overview
  • Models
    • Overview
    • Inputs, Calculations and Outputs
  • Settings
    • Settings Overview
    • Company Menu
    • User Access
    • Company Settings
    • User Settings
  • Integrations
    • Integrations Overview
    • Accounting Systems
    • Bank Integrations
    • Payroll Integrations
    • Data Integrations
    • Importing (Including CSV)
  • Model Templates
    • Untitled
    • Create New Template
    • Industry-Specific Model Templates: Optimizing Financial Planning
    • Templates Library Overview
  • Scenario Planning
  • Graphs
    • Graphs Overview
    • Visualizing Financial Data
    • Graph Types
    • Add a new graph
  • AI Reporting and Planning
    • AI Overview
    • Strategizing Global Workforce Allocation
    • Getting Started with Workforce Planning
    • Streamlining Workforce Reductions
    • Projecting Workforce Expansion
    • Crafting a New Hiring Plan
    • Generating Strategic Hiring Plans
    • Financial Copilot Chat
    • Optimizing Scenario Planning with AI
    • Understanding Financial Models with AI
    • Streamlining Formula Generation
    • Empowering Financial Decision-Making
  • Tutorials
    • Finishing Setting Up: Questionnaire,
Integrations,
Choosing Templates, AI Assistance
    • Financial Terms
    • Onboarding
  • Support
  • Import Excel to Lucid Financials
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  • Steps to Integrate Data Sources
  • 1. Access Integrations
  • 2. Connect Third-Party Apps
  • 3. Choose Data Source
  • 4. Authentication
  1. Integrations

Data Integrations

By integrating data from CRM systems, e-commerce systems, and other business tools, Lucid Dreams enhances decision-making.

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Last updated 5 months ago

By integrating data from CRM systems, e-commerce systems, and other business tools, Lucid Dreams enhances decision-making and streamlines financial operations.

Steps to Integrate Data Sources

1. Access Integrations

Navigate to Settings > Integrations.

2. Connect Third-Party Apps

Select the option to connect third-party applications.

3. Choose Data Source

Browse and select the data source you want to integrate with Lucid Dreams.

4. Authentication

Follow the prompts to authenticate and authorize access to your data.