Data Import (next)
Data Import - Documentation

  Import Wizard (next)
Select the type of information you want to import (Contacts / Documents...)

information you want to import



Then specify in which columns (A...Z) the information is located.
In the following example, we specified that column A of the file contains the person's name and that column B contains the first name. After finalizing the correspondence between your fields and kplan fields, importing information can start.

Comment: when you specify a column name, kplan gives you a preview of the column content (i.e. the preview of column A is SMITH)
specify a column name



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