RETIRED Marketing Plan Pro: Sharing data between Palo Alto Software programs Follow

Diane G.

November 06, 2018 20:27

You can share data between plans created in similar versions of Palo Alto Software programs.

First, create a "source plan" and a "destination plan."

The "source plan" is the one containing text and/or table data which you would like to transfer.
The "destination plan" is the one into which you wish to place this data.

Then, follow the instructions below for the cross-compatible software versions:

Marketing Plan Pro 6.0, Business Plan Pro 2003 or 2004, and Cash Compass

Open the destination plan.
On the File menu, click Import.
Select the Palo Alto Software program with which you would like to import data from and click Next.
Choose Browse, select the plan with which you would like to share data (the "source plan"), and click Open.
Follow the steps which appear for transferring data between plans.

Business Plan Pro 4.0, Marketing Plan Pro 4.0, and Web Strategy Pro 4.0

Open the source plan.
On the File menu, click Links to other Products.
Select the Palo Alto Software program with which you would like to share your data.
Select a plan with which you would like to share data (the "destination plan") and click Open.
This will launch the Links Wizard which will walk you through transferring data between plans.