PlanOmatic orders can be manually placed by sending a formatted spreadsheet of orders to enterprise@planomatic.com. If any information or formatting is missing, a PlanOmatic coordinator will reply with a request for the missing info. If the spreadsheet is complete, then you'll receive a reply confirming that the batch of orders has been placed.

Spreadsheets can be Excel (.xlsx) and CSV (.csv) as both file formats are accepted. If using Excel, only include one worksheet.
Column headers must match exactly what is shown in the table below. Columns with unexpected headers are ignored.

Click here to download an example spreadsheet file.

Column Header	Description	Required?
Property ID	Your identifier for the property.	Optional
Entity ID	Unique identifier of the billing entity that the order will be placed under. Must be a valid entity.	Required
External Order ID	Your identifier for the order.	Optional
Address	House number and street of the property.	Required
Address 2	Unit identifier of the property. Typically used for unit or apartment numbers.	Optional
City	City where the property is located.	Required
State	Capitalized two-letter abbreviation of the state where the property is located.	Required
Zip Code	Five-digit zip code where the property is located.	Required
Services	Services included in the order. Minimum of one service required. For each service, include the service slug followed the quantity in parentheses. If multiple services are being ordered, include them in the same cell separated by semi-colons.	Required
Unit Status	Set to "Vacant" if the property is vacant, or "Occupied" if the property is occupied by a resident.	Required
Method of Access	The method used to access the property during the appointment. Must be a supported access type. If set to "lockbox", then Lockbox Code and Lockbox Location are required.	Required
Lockbox Code	Code for gaining access to the property during the appointment (if applicable).	Required only if Method of Access is set to "lockbox" or "keypad"
Lockbox Location	Location of the lockbox relative to the property (if applicable).	Required only if Method of Access is set to "lockbox"
Gate Code	Code for gaining access to an external gate surrounding the property (if applicable).	Optional
On-site Contact Name	Name of the person to contact in the event of unexpected circumstances while on-site. Also used to coordinate an appointment time if applicable.	Required
On-site Contact Phone	Phone number of the person to contact in the event of unexpected circumstances while on-site. Only one phone number accepted. Must include 10-11 digits.	Required
Order Notes	Optional notes seen by the assigned PlanOtech while on-site during the appointment.	Optional