Step 1:
In the Profiles page, select 'Import Profiles'. Please note that your profiles must be converted into a CSV or XLS file before continuing.
Step 2:
Select the Profile Type: Client Individual, Institutional Clients or Suppliers
Step 3: Click on 'Select File' so you can search your computer for your profiles/travelers list in the 'downloads'.
Step 4: Press the 'Next' button and you will see two columns. The left side 'Profiles' column is PlanitEasy and the middle column is your uploaded file to map with PIE. The middle column has the columns from your file. Click the drop down so that you can pick the 'first name' to match the PlanitEasy 'first name' and so on and so forth.
Step 5: After you have matched your file columns with PlanitEasy columns, click on preview at the bottom. You will be able to see your results BELOW the 'preview done' button.
Step 6: 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.