Manual Import

manual import in planeus is a simple three step process 1 select your data type choose what you want to import, like order items, articles and technologies, customers, or material download the matching data template for your selection 2\ fill out the template enter your data into the excel template when filling out the template for order items, make sure you fill in the termination field to define the scheduling direction backward for backward scheduling forward for forward scheduling 3\ upload and validate upload your completed template into planeus the system checks your file for errors when there are issues in your uploaded template, planeus will show a message and you can download an error file , where mistakes are highlighted in red use the " comments" function in excel to see details about each error and fix them before re uploading when your file is correct, you can import your data with one click