There are a few different ways that you can manually add a company and end-user into Planhat:
1. Data Explorer
If you go to Data Explorer and select either Company or End User from the model dropdown menu, you'll see the "+ Company" or "+ End User" to click on as appropriate. This will open up a form to fill in the customer details.
2. Pages
If you have created a suitable Page (e.g. a Data Table) for the relevant model (Company or End User), you will see the "+ Company" or "+ End User" buttons like we've just seen for Data Explorer.
3. Via Company Profiles
You can manually add End Users to a specific Company via the End User part of its Preview or Full-Page Profile - example shown below.
4. Federated Search - individual customers
You can manually add individual Companies or End Users via the central Federated Search box.
5. Federated Search - bulk import via spreadsheet
You can also use the Federated Search box to bulk import customers via spreadsheet.
Click "Import" to open the modal above, and then select your choice of model. You can then download an import template that you can fill in with your data and then upload to Planhat.
If you would like more information on our Excel import templates, then check out this article.