Plan Managers Import

Overview

Use the Plan Managers Import before Participants when Plan Manager Invoice Email should link a Participant automatically.

Accessing the Import

Open Settings > Imports, select Create Import, then Plan Managers.

Completing the Import

How to Use the Plan Managers Import

1. Download the current template.
2. Populate it and remove the example rows.
3. Accept the import caution.
4. Choose Skip it, Fill in empty fields, or Update with the file's values for matches.
5. Upload the CSV and select Start Import.
6. Review the checked rows, fix editable rows as needed, select the intended rows, and choose the count-specific confirmation button, such as Import 3 Plan Managers.

Import Requirements

The template has Name, Invoice Email, ABN, Phone, and Website. Name and a valid Invoice Email are required. The other columns are optional.

Invoice Email is the match key. A matching archived Plan Manager is always skipped. Duplicate Invoice Email values within the same file fail validation. For an existing active Plan Manager, the selected matching mode controls whether supported details remain unchanged, fill empty fields, or update. The import never changes the existing Plan Manager's Invoice Email.

Fixing a Row That Didn't Pass

Before confirmation, open a failed or ready row's menu and select Edit. See Fixing Import Rows.

Troubleshooting

An archived match must be handled in Astalty rather than imported as another active Plan Manager. For other failed rows, correct them before confirmation or use Download Failed Rows after processing.