FAQsTips Did you know you could export Client data from one PATorganiser user to another.How to export & import client data to another PATorganiser account.

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.

  1. Select More from the main menu
  2. Select Export Data
  1. Select Export by Client
  2. Choose a single Client to export or multiple Clients
  3. Apply a date filter if you wish
  4. 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.

  1. Select More from the main screen
  2. Select Import Database

Select "Excel advanced format" from the drop-down menu

Select Database File/Select files

  1. Locate the PATorganiser Client file on your PC or Tablet
  2. Select Import

The Imported Client file will now show in the Organiser view