Getting started with Plannerpad and Optimo Pathfinder

Overview of steps:

  • Set up your log ins
  • Enter data in Planner pad
  • Upload your data to Pathfinder
  • Do your analysis in Pathfinder

StepWhich applicationHow to do it
1Make sure you have logins for Plannerpad and PathfinderSee details in next column.
  • If you already have a log in for one platform, it's a good idea to register with the same email in the other platform
  • Your log ins for each platform are separate, so if you change your password in one, it won't update in the other.

If you do not have a log in for either platform:

  1. You can create log in for both platforms here:
  2. You will receive an email to activate your log in, so follow the prompts to activate your accounts
  3. Once you have registered, you will have:
    1. A free 30-day trial with Plannerpad
    2. A free case in Optimo Pathfinder (but DO NOT click the 'Add new case' button, yet, because you'll add it when you upload data from Plannerpad)

If you have a Plannerpad log in, but not a Pathfinder one:

  1. You can create a login for Pathfinder here:
    1. It is recommended you register with the same email you use for Plannerpad
  2. In Pathfinder, your first case is free:
    1. If you want to try uploading data from Plannerpad to Pathfinder, DO NOT click the 'Add new case' button in Pathfinder, yet. Follow the steps below to learn how to upload data from Plannerpad
    2. If you just want to try Pathfinder by itself, then you can click the 'Add new case' button to add your free trial and get started (for more, see the Getting Started Guide.
  3. You do not need to do anything with your Plannerpad log in at this step.

If you have a Pathfinder log in, but not a Plannerpad one:

  1. Register for a free 30-day trial of Plannerpad here:
    1. It is recommended you register with the same email you use for Pathfinder
  2. You do not need to do anything with your Pathfinder log in at this step
2Enter your case data in PlannerpadPlannerpad

You have a few options for entering data:

  • You can enter the data yourself
  • You can send a link to your clients and they can fill in their own data
  • If you have been using Plannerpad for a while, you can select a case you already have
  • If you are familiar with Pathfinder and new to Plannerpad, you may find it helpful to review the Mapping of Plannerpad fields to Optimo Pathfinder fields

For more information about entering data in Plannerpad, see the help menu in the header of Plannerpad.

3Review your data in PlannerpadPlannerpadBefore you upload data to Pathfinder, it is a good idea to ensure your data is complete and correct in Plannerpad, because if you need to make adjustments after uploading data to Pathfinder, you will need to adjust it in both applications.
4Upload your client data from Plannerpad to PathfinderPlannerpad
  1. In Plannerpad, on the left menu, click Upload to Pathfinder
  2. On the Upload to application screen, click the Upload to Pathfinder button
  3. You might be prompted to enter your log in details for Pathfinder
  4. Once you are connected to Pathfinder, a new case will be added:
    1. If you have not used your free trial case, it will add this one.  Free trial cases are editable in Pathfinder for 30 days counting from the day you edit them.
    2. If you have cases available in a bundle you have already purchased, it will deduct a case from your bundle. Purchased cases are editable for 90 days.
    3. If you have no cases available in Pathfinder you will be prompted to purchase a case, and then you can try uploading the data again.

      In Pathfinder, you can see if you have available cases on the Purchase history page.  For more, see How to see your purchase history and how many cases you have left

  5. Once you see a message confirming you data has been transferred, you can continue to Pathfinder.
5Check your data in PathfinderPathfinder
  1. Log in to Pathfinder:
  2. See Checking data imported to Pathfinder from Plannerpad
6Do your analysisPathfinder
  1. For more information about completing a case in Pathfinder, see the Optimo Pathfinder Help Docs or the Getting Started Guide
  2. If you are unsure where your data appears in Pathfinder, see Mapping of Plannerpad fields to Optimo Pathfinder fields