Customer management - Bulk import plans en masse with customer site management

If youUse the software with Customer Management,Know that the file dâ€TMimport inMass will no longer be the same.

Indeed, you can identify customers.for which your action plans are affiliated in column "C Â" of theFile of dâ€TMimport.

Indicate the same name of the customer thatInform in the sheet based on data.

Then import your data into theIt is done without management by customer site.

Here is an illustration of the importation of the plans:

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