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How Do I Manually Add a Company or End-User?
How Do I Manually Add a Company or End-User?

A short guide on how to manually add a company into Planhat

Christian Dreyer avatar
Written by Christian Dreyer
Updated over a week ago

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.
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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.

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