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On this page
  • Why Integrations Matter
  • Centralized Data Management
  • Real-Time Updates
  • Improved Decision-Making
  • How to Add Integrations
  • Navigate to Settings
  • Select Integration Type
  • Follow the Prompts
  1. Integrations

Integrations Overview

Why Integrations Matter and How to Use Them

PreviousUser SettingsNextAccounting Systems

Last updated 6 months ago

Integrations are essential for bringing real-time data into Lucid Dreams.

By connecting your financial systems and data sources, integrations ensure that your reports are accurate and up-to-date.

Each integration point connects specific categories of data, such as accounting software, payroll systems, and CRM tools, directly into Lucid Dreams for seamless data management.

Why Integrations Matter

Centralized Data Management

  • Integrations bring all relevant business data into one place, enabling a comprehensive outlook of your financial health.

Real-Time Updates

  • Automatically synchronize data from various systems to keep your financial reports and models current.

Improved Decision-Making

  • Access to integrated data allows for more informed and timely financial decisions.

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How to Add Integrations

Navigate to Settings

  • Click on the settings wheel in the top right corner.

Select Integration Type

  • Choose from the list of available integrations such as Accounting systems, Bank Integrations, Payroll Integrations, and Data Integrations.

Follow the Prompts

  • Each integration will have specific instructions to connect and authenticate your accounts.

There will be a list of all integrations available to choose from, such as:

  • Accounting systems

  • Bank Integrations

  • 6.4 Payroll Integrations

  • 6.5 Data Integrations

  • 6.6 Importing (Including CSV)

Integrations play a critical role in the efficiency and accuracy of financial data management within LUCID.

By connecting your financial systems and data sources, integrations ensure that your reports are accurate and up-to-date, facilitating better decision-making.

Please refer to a more detailed breakdown of each in the 6.1 - 6.6 numbered list from down below!