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PlanHappy Services

Data Import

If you’re looking to switch to PlanHappy from your current backoffice system, our Data Import Tools make it easy to migrate your client records and data. 

  • Simply export your data from your current system
  • Paste in to the supplied template
  • Import it automatically

We can even do it for you

If you’d prefer us to do this for you or you have more complex data import requirements our expert Gurus are here to help. 

We can import data from any existing back-office software system or build custom imports for unique data formats. And, if you currently manage your current data on a spreadsheet, we can import that to! 

To discuss your data import requirements, all you need to do is complete the short form below and one of our Gurus will be in touch. 

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