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How to create new plans by using the Import data workflow
How to create new plans by using the Import data workflow

How to create new plans

Simla Rees-Moorlah avatar
Written by Simla Rees-Moorlah
Updated over a year ago

How to create a new plan importing Land Registry data

How to create a new plan importing SBI data from the RPA

How to create a new plan importing data from a file

How to create a new plan importing from an existing plan

Firstly create a new plan by using the New, Import data.

  1. Choose the Import you wish to use.

2. Import the data based on your import method.

3. Choose the template you wish to use, please note you will see a list of templates based on your sector. You can see other templates by looking at other sector templates.

4. Name your plan and click on finish

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