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How Do I Manually Add a Company and End-User?
How Do I Manually Add a Company and End-User?

A short guide on how to manually add a company into Planhat

Christian Dreyer avatar
Written by Christian Dreyer
Updated over a year ago

There are a few different ways that you can manually add a company and end-user into Planhat:

1. Data Module

If you click on the "Data" module and go to the "Companies" or "End Users" page, you should see a "+" icon in the top-left corner. Please click on the "+" icon and follow the on-screen instructions.
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2. Command Box

There are two ways to access the Command Box:

  1. Click on the magnifying glass that's located in the top-left corner.

  2. Use a keyboard shortcut:

    1. Mac: Alt+S

    2. Windows: Opt+S

3. Excel Import

Using the Command Box (please see above) you will see that there is an import section. Simply click on "Company" or "End Users" and then a page overlay will appear. On the same page, you download the import file and reimport the updated file.

If you would like more information on our Excel import templates, then check out this article. 🤓

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