The PlanHappy Portal makes importing and exporting your client records and information easy with built-in tools to give you complete control over your data. 

Client records can be migrated from any existing back- office system using the intuitive Data Import function. This allows you to upload a csv file and then select which columns in the spreadsheet match the data fields in the system.  

There’s also an optional template file available, and an automated validation feature that highlights any adjustments that are required to ensure that your data is in the correct format for upload.