Step 1:
In the Profiles page, select 'Import Profiles'. Please note that your profiles must be converted into a CSV file before continuing.
Step 2:
Select the Profile Type: Client Individual, Institutional Clients or Suppliers, then click 'Choose File' to find your 'Profiles' CSV file and press next.
Step 3: Match your Profile Columns with the PlanitEasy Columns and click on preview at the bottom.
Note: Your Columns are on the left.
Step 4: Once you have reviewed your work, Click on 'Preview done, Import it' to complete the process.
If you have any issues with your import, please reach out to the PIE team.