Support Support HYPERPLANNING

  • Import companies from a spreadsheet

If you have a spreadsheet with the list of companies and their contact details, the person in charge of the company, etc., you can recover or update this information in HYPERPLANNING in a few clicks. If the database already contains data, check the spelling of family names, labels, etc., so that HYPERPLANNING does not create duplicates: if the company already exists and has a company manager, this will be replaced during the import by the manager listed in the spreadsheet.

First step: preparing the spreadsheet for import

  1. The spreadsheet must include one row per company and one column per type of information (field). An example Excel file is provided with the application in C:\Program Files\Index Education\Hyperplanning 2023\Réseau\Client\Exemples\Fichiers Import\
  2. It is not necessary to have a line of labels, but it can facilitate the matching with the HYPERPLANNING fields during the import.
  3. HYPERPLANNING requires at least one field: Corporate Name and UID-identifier.
  4. If the champ Company No. (SIRET) is filled in, it will be possible to update the company's file from the INSEE database.
  5. To import a field not foreseen in HYPERPLANNING, a column for this type of information must be provided in the spreadsheet and the following syntax must be complied with <Type of information>Information pour so that HYPERPLANNING transforms this column into a family during the import.
    If the company has several contacts, they must be imported independently, following the procedure for importing company contacts.

    Second step: importing companies into HYPERPLANNING

    1. In the spreadsheet file, select the data to be imported and press Ctrl + C to copy them.
    2. Go to any display on the tab In-company.
    3. Press Ctrl + V to paste the data: the import window opens.
    4. At the top, select the type of data to import: Companies

    1. Indicate Tabulation as field separator.
    2. Match each column with a HYPERPLANNING field.
      To do this, click on the arrow next to the designation Field ignored and select the field to which the column corresponds from the drop-down menu.
      If a column should not be imported, leave Field ignored. As long as any required fields are missing, all data will be displayed in red. If some data remains in red at the end of the matching, it means that it does not correspond to the expected format: pass the cursor over it to find out why. Most of the time, the data is still imported but modified to be compliant.
      If you have copied the column headings, tick Do not import the [1] first lines.
      If imported columns contain more than one piece of data (for example, courses with more than one teacher, teachers with more than one subject, etc.), verify the sign that separates them in the field Separator of multiple resources (by default, the comma).
      If a column contains data not foreseen by HYPERPLANNING, choose Family which allows you to create unforeseen fields.
      If you have copied the information of belonging to the Classes, Groups or Options, choose if HYPERPLANNING should add them to the existing data or replace them.
    3. Click on Import: HYPERPLANNING proposes to switch to Exclusive Usage mode (other users switch to Consultation mode during the import and you can choose not to keep the imported data at the end of the process).


    1. HYPERPLANNING displays a report with the number of imported, created or modified data.


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