Addresses and sites

Create client (individual and organization)
Create a list of clients in Planado and you won't have to manually enter all the client information during job creation. You'll only need to select ...
Thu, 1 Apr, 2021 at 1:48 PM
Create and attach a site to the organization
When you create clients as organizations, you often need to give them more than one address. For example, an organization might have a network of shops, a c...
Tue, 29 Jul, 2025 at 5:55 PM
Upload clients from a spreadsheet
In addition to manually creating clients, you can upload them from an Excel or CSV file. This is useful when you already have a large database of clients. ...
Thu, 28 Aug, 2025 at 2:40 PM
Sites upload
In addition to creating sites manually, you can upload them from a CSV file. This is helpful if you already have your own database with many sites. Uploadi...
Thu, 28 Aug, 2025 at 2:41 PM