Import Your Plans with Ease

Moving your existing plans into the platform is quick and hassle‑free. Whether you’re starting fresh or consolidating data from multiple sources, the import feature lets you get everything in one place without manual entry.

How to Prepare Your Import File

• Format: The system accepts CSV files only. Make sure your file uses commas as separators and UTF‑8 encoding.
• Header Row: Include a header row with the exact field names the platform expects (e.g., PlanName, StartDate, EndDate, Budget, Status). A sample header is provided in the download link on the page.
• Date Format: Use ISO 8601 (YYYY‑MM‑DD) for dates to avoid confusion.
• Optional Fields: You may leave non‑required columns blank; they will be ignored.
• File Size: Keep the file under 5 MB to ensure swift processing.

Step‑by‑Step Import Process

1. Navigate to the Import Section – Click the Import tab in the dashboard.
2. Upload Your File – Drag the CSV into the upload box or click Browse.
3. Validate – The system will scan for format errors and display a summary of any issues.
4. Map Columns – If the headers don’t match exactly, you can manually map each column to the correct field.
5. Confirm & Import – Review the preview, then click Import. A progress bar will show the status.
6. Review Results – After completion, a report lists successful imports and any remaining errors.

Common Issues & Troubleshooting

• Header Mismatch: Double‑check spelling and case sensitivity. Even a single typo can cause a failure.
• Missing Columns: Required fields like PlanName and StartDate must be present.
• Large Files: If the upload stalls, split the CSV into smaller chunks and import each separately.
• Encoding Errors: Ensure the file is saved as UTF‑8; otherwise, special characters may break the import.

FAQ

Q: Can I import multiple plans at once? A: Yes – each row in the CSV represents a separate plan.

Q: What happens if a plan already exists? A: The system will update the existing plan if the PlanName matches; otherwise, it will create a new entry.

Q: Is there a way to preview the import before committing? A: The preview step lets you review each row; you can cancel at this point if you notice errors.

By following these steps, you’ll have all your plans ready in the platform quickly, freeing you to focus on execution rather than data entry.