Articles on: Business

Client Import

You can easily transfer your client data from your existing backend software into Plannr by downloading the data as a CSV. Information on the Data Fields and Types is available here.

Go to Imports from the Business tab on the left hand side menu.

Select Add New.

You're then presented with the Import Wizard. You can see along the left hand side the 5 steps in the import process.

From the dropdown choose Client.

Decide which import method you wish to use:

Validate- used to confirm there are no errors in your CSV (we recommend you do this first before creating/updating)
Create- used to import new clients
Update- used to change information on clients already in the system

Choose which CSV to upload.

When you're ready, press Proceed.

You'll then be moved onto step 2 of the import: Mapping.

Here you need to match up all the fields in your CSV to those in Plannr. Plannr will try to do this automatically, but any that the system cannot match will either need to be matched manually or set to ignore. You can also choose to use the mapping from a previous import if you wish.

Once you're happy with your mapping, select save and progress.

If you proceed with unmapped fields they will be ignored by the importer

You'll then be taken to step 3: Starting the import.

Press Proceed

The import will then begin! It will go through the processing stage initially and, if there are any issues, the import will fail and you will get a report highlighting the reason it failed. If there are no failures, you'll be taken to the Results. Here, you'll be given a summary of the imports including any failures. If you want to remove the imported data, you can at any time by pressing the Delete button in the top right.

You can navigate back to this import screen at any time it by going into the Imports section under the Business tab and selecting the relevant import.

To create your joint clients in bulk, you first need to import your individual clients and then use the importer to link those individual UUIDs to create a new joint client record. The same applies to creating business or trust clients with multiple entities.

Updated on: 13/05/2024

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