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Share Data Between Palo Alto Software Programs
Share Data Between Palo Alto Software Programs

Question:
You can share data between a marketing plan created in Marketing Plan Pro 6.0 and a business plan created in Business Plan Pro 2003.


Answer:

To share data between plans created in Business Plan Pro 2003, and Marketing Plan Pro 6.0 follow these instructions:

  1. Create a "source plan" and a "destination plan." Of course, the "source plan" will need to contain text and/or table data.
  2. Open the "destination plan" and choose File, Import.
  3. Select the Palo Alto Software program which you would like to import data from and click Next.
  4. Click the Browse button, then browse to and select the plan which you will be importing from(the "source plan"), and click Open.
  5. This will launch the Import Wizard, which will walk you through transferring data between plans.