Import Progress and Cancellation
How the import progress states work, how cancellation happens, and how to read the completed import summary.
Read articleIntegrations help
Help for Integrations in Work Planner.
Articles
Squeegee Import Flow
How to upload a Squeegee backup, choose the target business, and start the import.
Read articleCleaner Planner Import Flow
How to upload a Cleaner Planner export, choose the business, and start the import safely.
Read articleImport Data Home
What the Import Data home screen shows and how to choose the correct provider before starting an import.
Read articleGoCardless Customer Sync Popup
How the GoCardless customer sync popup matches customers by email and what the create-missing and skip-missing choices do.
Read articleGoCardless Disconnect Popup
What the GoCardless disconnect popup means, what it does not remove, and when it is safe to confirm.
Read articleGoCardless Integration Screen
How the GoCardless integration screen shows connection status, verification, customer sync information, and Direct Debit actions.
Read articlePayment Providers Screen
How the Payment Providers screen shows provider availability, connection status, and upgrade options for each business.
Read articleEmail Settings
How the Email settings page works, when to use Work Planner email servers, and how each SMTP field affects outgoing mail.
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