If you have customer data stored in a different Job Management or Accounting software, there may be an option to export this data to a spreadsheet. This spreadsheet can be opened in Microsoft Excel.

To Import this data into WorkPal, your data will need to be organised into our own Templates format so that WorkPal's Data Import facility can read the data correctly.

See below a sample of customer data captured and exported from an external program:

 

This information will need to be added to the WorkPal Site template. Lets add this one column at a time:

We begin by clicking on the first applicable Cell, and dragging with the mouse button held down to the last applicable Cell. In this case, I have clicked on Cell A2 and dragged to Cell A10 to select all Cells in this range:

 

We can copy the selection to the Clipboard by selecting the "Copy" option on the toolbar at the top left of the program. Alternately, we can also copy this selection to the Clipboard by pressing "Ctrl" and "C" on the keyboard:

 

With the selection copied to the Clipboard, we can then open the WorkPal Sites Template in Microsoft Excel:

 

Select the first Cell that you would like to use for the data selection to Paste into. In this case, we will be selecting Cell B5:

 

With this Cell selected, click the Paste option on the toolbar at the top left of the program. You can also Paste data from the Clipboard by pressing "Ctrl" and "V" on your keyboard:

 

The data has now been Pasted into the Template:

 

Repeat this process with each column to fill the Template:

 

Once the Template is completed, save the Template using the "File" menu at the top left of Microsoft Excel. Your Template is now ready to Import into WorkPal.