Import data from a file
What’s needed:
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Access rights to the import app
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Access rights to PlanMill API
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.csv or .txt file with the data to be imported
Select template
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Go to Administration > Import on the left navigation.
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Select a template from the list.
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Optional: Click Download to generate a .csv file with the template columns.
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Click Next.
Upload and process file
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Click Choose file and select a .csv or .txt file.
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Optional: Use advanced settings, to adjust delimiter and preview options.
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Click Process file.
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Click Next.
Import data
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Select an import mode from the list.
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Click Import.
Note: The import will modify PlanMill database and it cannot be undone.
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Click Restart to begin another import.
