Here's how to export your customer list to Plannit:
Note
Before you start exporting, make sure you've cleaned up your customers and products & services directly in Avantage
Once the cleanup stage is complete, go to Avantage, go to the menu Operator / Data exchange / Export / Export to Excel.
In the Customers section, select Customer file
Then, in the Inventory section, select Products file
Click on the green check mark ✅ to confirm
Save the generated Excel file of your customers and products in your folders.
Send us your file via a new conversation in the Help Center of your Plannit application so that we can import it for you.