To copy and paste data into Meisterplan, select “Quick Import” from the “Import and Export” option above the portfolio designer.
You’ll see the different types of data you can import via copy and paste. When you select a data type, the box on the right will list the required fields, optional fields, tips for a successful import and a sample spreadsheet for that data type. The sample spreadsheet will show you how to configure your data.
When your data is ready, copy the cells including the column names and paste them into Meisterplan. Each column name will be automatically assigned to a field in Meisterplan. You can review each one and drag and drop other available fields to a column name.
Next, Meisterplan will validate your data. Data highlighted in gray indicate values that will be added. Anything in red indicates an error. Fields highlighted in dark red indicate errors that prevent the entire line of data from import. Fields highlighted in light red indicate an error that prevents that specific cell from being imported. To resolve any errors, you can edit the data right in Meisterplan. Once you’ve resolved any issues, you can finish the import.