Default import format for customers and registration numbers
Besides a whole range of import formats of DMSes, Plan-IT Workshop also has a default import format. When you make sure that your file meets its conditions, you can import your customers and registration numbers in Plan-IT.
Below is a description of the conditions that the file should have and how this works:
- The import file must be named Plan-IT.csv and must have fields separated by a ; (semicolon).
All the fields must be present in the format and in this exact order:
Kenteken (registration number
Autotype (car type)
DMS ID (customer number)
Huisnummer (house number)
Postcode (postal code)
Telefoon (phone number, preferrably mobile)
E-Mail (e-mail address)
- The file must be located in the \Plan-IT\Import\ folder. When this folder does not yet exist, you can create it.
- Then go to the \Plan-IT\Programs\ folder and run the program Import.exe.
- In the menubar, click on the option Systeem and select the option Import.
The import will now run and your customer and registration number date will be imported in Plan-IT. You can do this as many times as you want. So if you regularly update the file with new customers and changes, they will be processed in Plan-IT with the next import.