How to export & import client data to another PATorganiser account.
PATorganiser can export multiple or single Client data files to another instance of PATorganiser, this is particularly useful when sub-contracting work to another PAT service provider.
Select More from the main menu
Select Export Data
Select Export by Client
- Choose a single Client to export or multiple Clients
- Apply a date filter if you wish
- Select Export Data
The Client file will be found under Files ready for you to download or email to another PATorganiser user.
How to Import a Client file.
Select More from the main screen
Select Import Database
Select "PATorganiser import/export formal (*.xlsx)" from the drop-down menu
Select Database File/Select files
Locate the PATorganiser Client file on your PC or Tablet
Select Import
The Imported Client file will now show in the Organiser view