Loading Users to Planful
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Loading Users to Planful

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Article summary

Your first task will be to load users to Planful. Here are a few options:

Data Load Rules - user friendly and most frequently used

Web Services - APIs, which require a more technically savvy Admin

User Page - Not realistic when loading many users as you have to load one at a time

For all options and details, see the Admin Guide to Loading Data to Planful.


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