When you’re ready to utilize Planner Dale as your record management system, we understand you’d need to get your records into the system so you can begin to carry out your important activities and tasks.

The Planner Dale Import Wizard allows for uploading records from a document with a Comma Separated Values (CSV) file format.  If you’re able to get your records into a spreadsheet, you can easily create a CSV file from it.  Our support team will be able to guide you through the data migration process.

The Import Wizard of the system provides means for uploading and of the following record types:

  1. Contacts
  2. Calendar items
  3. Financial transactions
  4. Lists
  5. Inventory