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    Bulk Importing Client Data

    After completing the Basic Firm Set-Up we offer a bulk data import service to help firms on-boarding a large client base to Connectworks. It's the quickest and easiest way to get set up.

    Our import templates can be downloaded below and contain detailed instructions on how to complete them. Please note that some templates have several worksheet tabs for recording your data.

    Please follow the instructions carefully and do not alter the formatting of the sheets as this may cause your import to have errors. 

    If you do not have the NZBN's for your companies easily available please let us know and we will send your list to the Companies Office for a data match. Just be aware this will delay your import by approximately 48hrs.

    Once completed, return the template to support@connectworks.com and we will advise when the entity profiles become available.

    Download 

    import_company_template (clean).xlsx

    import_trust_template (clean).xlsx

    import_individual_template (clean).xlsx


    How to Generate XPM Report to Populate Company template

    To obtain client data from XPM / Workflowmax and quickly populate our import template:

    1.       In Workflowmax go to the Reports tab

    2.       Select report builder

    3.       Build a report including the details pictured below (if in use)

    4.        Preview the report and if you are satisfied with the results, simply download it and copy/paste the details into the applicable fields in our template.

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