Import Day Plans

Using the Import option, you can create several day plans at once by importing them from an Excel sheet.

  1. Go to Web App > Navigation Menu > Day Plans.
    Based on how the menu is configured by the App Builder, you may find DAY PLANS under more baseline more horiz black 48dp sub-menu.
  2. Click the Import button.
    Import Day Plans 1
  3. Optional: Click the Download Template button.
    Import Day Plans 2
    The downloaded template can be reused for multiple import operations. Download the template only if you do not already have it on your computer.
  4. Open the downloaded template, fill in the data, and save the file.
    Import Data Csv
    Customer ID's is the only column that allows Comma-Seperated Values (CSV). Don't leave any spaces before and after the commas. If you prefer, the above data can also be supplied one customer per line, as shown below:
    Import Data
  5. Click the Choose File and select the filled excel sheet.
    Import Day Plans 3
  6. Click IMPORT.
    If there are no errors, the app shows "All rows have correct data" and the table at the bottom shows the import statistics. If there are errors, click Link to download the sheet that shows an error message against each row that has an issue. Refresh the page to update the statistics, as the imports are processed in the background, which could take take few minutes for the processing to complete.