You can easily transfer your plan data from your existing backend software into Plannr by downloading the data as a CSV.
A complete list of all available fields in Plannr can be found in the file attached at the end of this article.
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 Plans.
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 plans
Update- used to change information on plans already in the system
Choose which CSV to upload.
Please note the following mandatory fields for creating plans via the import:Client UUID
Type
Sub-Type
Status
Provider
Visible on Circles Portal
Is Wrap Product
Visible on Client Portal
Include in Client Valuation
Opened at date
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.
Please note, if you remove data from a cell and the column is mapped it will remove that data from Plannr.
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.
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.
Please note that when importing plans that will be visible on Circles, you can either leave 'Visible To Selected Circles' blank or add in an asterisk to make it visible to ALL Circles the client is a part of. If you add in a list of UUIDs, this will limit the plan to only show on those Circles and if new ones are added then it will not update the list.