In uPlan, right-click the data sources in the plan objects area and select new data source -> import using wizard.
Select your data source type and the file/server etc
From the left column, select the table from the datasource that you want to add and move it to the right column.
Click next, then finish.
Click the + next to the new datasource so you can see the table(s) you just created.
Right-click on the table you want to use. Select "Create Table ADOR".
In the ADORS area, now double-click the new table ADOR Object.
In the expression area write the SQL Query that you want to select the records from the table.
Type: Select * from
Then drag up the table from the data sources list into the expression.
This should result in something that look a bit like: select * from @[tablename]
Then type: where
Then drag up any fields from the table that you want to use as part of the selection criteria for each recipient.
To add a value to the query for the current recipient, drag up the recipient table value from the Recipient Information area of the plan objects area.
Your final query should look something like:
select * from @[tablename] where @[tablename].[CustomerID] = |->[ID]