Importing (Including CSV)

The Importing feature in Lucid Dreams allows you to upload financial data from external sources, including CSV files.

This functionality simplifies the process of importing historical data, third-party reports, and other critical financial information into Lucid Dreams, ensuring accuracy and completeness in your financial models and reports.

Steps to Import CSV Files

1. Access Importing

Navigate to Settings > Integrations.

2. Import CSV

Select the option to import CSV files.

3. Upload Data

Upload the CSV file containing your financial data.

4. Map Data Fields

Map the data fields in the CSV file to the corresponding fields in Lucid Dreams.

5. Confirm and Import

Review the mapping and confirm the import process to add the data to Lucid Dreams.