Do you want to import and update all your clients easily from your Excel file into PlanningPME?
Save time in client management by importing all your clients data in our planning tool PlanningPME.
You can import your clients from any Excel file into PlanningPME via the menu File -> Import -> Clients.
The Excel file should look like the one below:
Make sure one line represents one client.
Then, save your Excel file as a text file with Tab delimited:
Then, go to the menu File -> Import Clients and select your Txt file with the arrow at the top of the window.
Then, associate the different fields.
Click on the button "Import".
All your clients will then be imported on the menu Data -> Client of PlanningPME.
Related posts:
- Clients synchronization via VB scripts
- Documentation PlanningPME