Integration Dimensions

Integration Dimensions are dimensions pulled directly from your connected accounting software and applied to variables in Pluvo.

This means you can categorize and filter your actuals in Pluvo in the same way you already do in your ERP or accounting system without recreating those structures manually.

Enabling Integration Dimensions

You can enable or disable Integration Dimensions from the Integrations page.

1. Go to Settings → Integrations.

2. Select your connected accounting integration (e.g., QuickBooks, Xero, NetSuite).

3. Toggle the dimensions you want to import.

[Insert screenshot of Integration Dimensions toggles here]

Using Integration Dimensions in Pluvo

Once toggled on, Integration Dimensions will be available on any integration-powered variables (e.g., GL accounts synced from your ERP). They can be:

• Applied to variables directly in your models.

• Used for filtering in formulas.

• Referenced in reporting for deeper breakdowns.

How Actuals Are Calculated with Integration Dimensions

In Pluvo, the actual values you see under each integration dimension value are pulled directly from transactions in your accounting software.

Each transaction from your ERP is assigned to the correct dimension bucket based on its tags in your source system.

• For example, if a transaction is tagged with Department = Engineering, it will be grouped with all other Engineering transactions.

• The total you see in Pluvo for Engineering is the sum of all those grouped transactions.

Example:

• You have a GL account for "Software Subscriptions" in QuickBooks.

• It has three transactions for the month:

  • $200 tagged to Department = Engineering

  • $150 tagged to Department = Sales

  • $50 with no department tag.

• In Pluvo, under the Department dimension for this account, you’ll see:

  • Engineering = $200

  • Sales = $150

  • Blank = $50

The "Blank" Value

Every Integration Dimension includes a special value called Blank.

• This is where Pluvo places variables whose source data in your accounting system does not have a value specified for that dimension.

• In the example above, the $50 with no department tag is placed under Blank.

[Insert screenshot showing “Blank” in the dimension value list]

Same Logic as Regular Pluvo Dimensions

Aside from how the actuals are populated (directly from ERP transactions), Integration Dimensions work exactly the same as dimensions you create manually in Pluvo.

• You can use them in formulas.

• They respect inheritance rules.

• You can combine them with other dimensions for multi-level breakdowns.