Clients Data Import

by cdeschamps May 11, 2009

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:

clients-import-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.

clients-import-association

Click on the button "Import".

All your clients will then be imported on the menu Data -> Client of PlanningPME.

client-import


Related posts:

- Clients synchronization via VB scripts

- Documentation PlanningPME

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Filed Under: PlanningPME

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