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, which contain detailed instructions on how to complete them, can be downloaded below. Please note that some templates have several worksheet tabs for recording your data.
Please follow the instructions carefully and do not change the formatting of the sheets, as this may cause errors in your import.
If you do not have the NZBNs for your companies, please let us know, and we will send your list to the Companies Office for a data match. Just be aware that this will delay your import by approximately 48 hours.
Once completed, please return the template to support@connectworks.com, and we will notify you when the entity profiles become available.