We've updated Meisterplan - check out what's new!

Keeping Allocations up to Date

You can now import your allocation data easily into Meisterplan, no Excel template or interface programming necessary. With our simple copy and paste import from spreadsheets, you can add new allocations or update existing ones.

In the Portfolio Designer, click Import and Export and select Import Allocations. Before import, you will get a preview with all import details so you can edit your data in this step as needed.
Additionally, you can now decide if you want to import allocations into the Plan of Record or into a scenario by selecting your desired option in the header.

You can also go one step further and automate your data synchronization including allocation data using the automation tool Zapier.