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.
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
CP Corporate Planning AG
Your customer benefit
Customers with a software maintenance contract receive separate conditions when registering at least two persons.