Addresses and sites

Create client (individual and organization)
Create a list of clients in Planado, and you won't have to manually enter all the client information during job creation. You'll only need to select...
Thu, 27 Nov, 2025 at 1:37 PM
Create and attach a site to the organization
When you create clients as organizations, you often need to give them more than one address. For example, an organization might have a network of shops, a c...
Thu, 27 Nov, 2025 at 1:40 PM
Upload clients from a spreadsheet
In addition to manually creating clients, you can upload them from an Excel or CSV file. This is useful when you already have a large database of clients. ...
Thu, 28 Aug, 2025 at 2:40 PM
Sites upload
In addition to creating sites manually, you can upload them from a CSV file. This is helpful if you already have your own database with many sites. Uploadi...
Thu, 28 Aug, 2025 at 2:41 PM
Custom addresses fields
Planado supports adding custom fields for clients and sites. You can store information in them that doesn’t fit into the standard fields for clients and si...
Sat, 21 Feb, 2026 at 10:18 PM