Data Templates

(Administrator Users Only)

Downloading Data Templates

1. Settings Menu

Access the Settings tab at the bottom of the left-hand side menu

2. Import Templates

Select Import Templates under the sub menu of the Settings menu

3. Download Template

Select which template to download. This will download in CSV format which can be accessed via Microsoft Excel

4. Populate

Populate each field where possible and ensure you save your progress.



64-66 Wingate Square, London, SW4 0AF

Have any further questions? Contact your Account Manager or contact us below.

Contact US.