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Data import and data export · Overview 1

Get an overview of how data can be exchanged between Corporate Planner and other systems. Use various methods of importing your data quickly and easily without any preliminary work.

  • Data import and data export

    Get an overview of how data can be exchanged between Corporate Planner and other systems. Use various methods of importing your data quickly and easily without any preliminary work.

  • Participants and previous knowledge

    Users of the Corporate Planner, Corporate Planner Cost, Corporate Planner HR, Corporate Planner Invest and Corporate Planner Finance solutions. Attendance of Corporate Planner Basics · Level 1 is prerequisite.

Training Topics

  • Importing data from text sources

  • Importing data from CSV and Excel sources

  • Database imports using the Query Builder

  • Data import and structural maintenance

  • Chart of accounts editor

  • Data exchange between CP data sources

  • Import groups for running multiple import definitions

  • Automation of the import process

  • Various data export options (Excel, Word, HTML, ASCII, XML)

  • Optional: CP-Excel Plus

  • Optional: CP-Connectivity Express

  • Your customer benefit

    Customers with a software maintenance contract receive separate conditions when registering at least two persons.