Planhat

In this article we explain what these fields are and why they're important

External IDs, Source IDs & Related Domains

Import data into Planhat via Excel spreadsheet

Learn the main method to import data via spreadsheet

Importing data via Excel spreadsheet - overview

You can match records of other models to their parent Companies by your choice of ID

Importing data via Excel spreadsheet - match records to Companies

You can preview and configure how columns are mapped to fields

Importing data via Excel spreadsheet - map source columns to model fields

Follow these tips to ensure you have a successful upload

Importing data via Excel spreadsheet - troubleshooting

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Manual imports

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