Bulk Importing Client Data

Importing information using our import templates

We offer a bulk data import service to help firms onboard 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 NZBNs 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 48 hours.

Company Import Template

Trust Import Template

Individual Import Template

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