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Novaplan plans on your real numbers, so the first step is connecting a source. Connectors live in Admin -> Data and Admin -> Integrations. Raw feeds are curated automatically into clean people, GL, and revenue records.

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Sources

HiBob (HRIS)

Syncs your people: roles, departments, sites, start and end dates, and comp. Powers headcount actuals and the snapshot your plan builds on.

NetSuite (GL)

Brings in actuals from the general ledger so budget vs actual reconciles to the penny.

Salesforce / HubSpot (CRM)

Feeds revenue pipeline and ARR events into the revenue model.

Snowflake

Pulls actuals or pipeline directly from your warehouse.

CSV upload

The universal path. Upload people, GL, ARR, or pipeline and map columns to fields.

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How ingestion works

1

Connect

Authorize a connector or upload a file in Admin -> Data.
2

Map

Map source fields to Novaplan’s canonical fields. CRM stages, departments, and vendors reconcile to your canonical dimensions. Nova can suggest mappings.
3

Curate

Each source lands a lossless raw record, then a curation step moves it into the canonical tables. Bad rows are flagged individually, never silently dropped.
4

Refresh

New syncs update actuals and trigger downstream recalculation, so plans and reports stay current without manual rebuilds.
Department and vendor identity is resolved by ID, not by name, so renames upstream never scramble your hierarchy.