Plan Managers Import

Overview

This user guide article outlines the process of accessing and completing the Plan Managers Import. Use this import to bulk create Plan Managers and their invoicing details in your Astalty account. See the instructions below to complete this process.

Accessing the Import

Head to the Import option within the Settings menu to view the Plan Managers Import option.

Once in this menu, simply select Plan Managers.

Completing the Import

How to use the Plan Managers Import

1. Import Users first if you also need Primary Coordinators on the Participant import. See User Import and Required import order.
2. Read the Import Requirements below.
3. Click Download Template in the top right to download the Plan Manager Import Template.
4. Populate the template with your Plan Managers' information.
5. Remove any example data from the template.
6. Tick I understand that imports cannot be undone and I want to proceed.
7. Upload the completed template below, then click Start Import.

Import Requirements

These fields are required:

• Name
• Invoice Email

Additional rules:

• The Invoice Email must be a valid email address.
• The ABN, Phone, and Website columns are optional and can be left blank.
• Duplicates are detected using the Invoice Email column. If a Plan Manager with the same invoice email already exists, that row will be skipped and won't be imported.

If you have any questions, please contact support@astalty.com.au before starting your import.

Troubleshooting

If you encounter any issues during the import process, please reach out to support at support@astalty.com.au for assistance.