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 follow the instructions carefully and do not alter the formatting of the sheets as this may cause your import to have errors. Please note that some templates have several worksheet tabs for recording your data.
Once completed, return the template to email@example.com and we will advise when the entity profiles become available.