Cleaner Planner Import Flow
How to upload a Cleaner Planner export, choose the business, and start the import safely.
The Cleaner Planner import page is where you choose the destination business, upload the export file, and start the import. Everything on this screen is there to make sure the data lands in the correct business and in the correct format.
Fields And Controls On The Page
- Business: appears when you have more than one selected business. Choose the business that should receive the imported data. The import is tenant-scoped, so picking the wrong business means the data will land in the wrong place.
- Upload File: the upload area only accepts the Cleaner Planner export format expected by this flow.
- Help text: tells you the file should be a ZIP export and reminds you about the 50MB maximum size.
- Upload & Import: starts the import once a file and business are in place.
- Cancel: returns you to Settings before the import starts.
What File To Use
This flow expects a ZIP file exported from Cleaner Planner. If you try to use the wrong file type, Work Planner will stop the import before it starts.
Exports Larger Than 50MB
You can upload an export of up to 50MB. If yours is bigger, the page tells you as soon as you choose it, before anything is uploaded. Create a support ticket from Support in your user menu, or email help@work-planner.co.uk, and we'll do the import for you. It shows in your activity log like any other import.
What Happens After You Start
Once you click Upload & Import, the file is uploaded for the selected business and the page switches into progress mode. From that point onward, the summary and progress messages are handled by the import progress part of the screen.
Missed Visits
Visits Cleaner Planner recorded as missed come across with what they would have charged, so the dashboard and reports show the revenue lost. A missed visit is never added to what a customer owes.
Direct Debits From Cleaner Planner
Customers' GoCardless Direct Debits come across with them. Work Planner checks each one with GoCardless once your GoCardless account is connected: straight after the import if it already is, or when you connect it. The GoCardless screen then says how many are active, how many have ended, and which customers' Direct Debits GoCardless doesn't have, so you can link the right ones.
Related articles
- Import Data Home: the provider-choice screen before this one.
- Import Progress and Cancellation: what happens after the upload starts.
- Creating a Customer: useful when you want to compare imported customer data against manual entry later.