Template
A template (Excel) that can be used to import data into Planon.
When opened in Excel, a specific layout will be visible showing all fields of the layout and their properties, guidelines that will help you when filling out the data.
The cell colors used in the sheet have a specific meaning.
• Green: field properties.
• Red: mandatory field/part of ID field.
• Yellow: specific format is required (picklists). When hovering your mouse over the field, the possible values will be displayed in a tooltip.
• Blue: field name.
• Orange: fields that are needed to set a reference. All fields should be filled in to be able to set the reference.
Do not edit the header, this information is required for the import.