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  • Data Import Clients Template

Data Import Clients Template

This is the Clients Template CSV file used in CentricFlow when importing companies/clients data.

clients_data_import_template_csvDownload
  • Getting Started
    • Welcome to CentricFlow
  • Apps
    • Apps: Microsoft 365 not working - unable to connect to Microsoft?
    • Apps: Microsoft app integration after sending emails I have got the notification to say failure to send email?
    • Microsoft 365: Troubleshooting Syncing With Microsoft 365 calendar
  • Release notes
    • Release Notes: 05th May 2026
    • Release Notes: 12th February 2026
    • Release Notes: 15th April 2025
    • Release Notes: 15th June 2025
    • Release notes: 16th January 2025
    • Release notes: 19th December 2024
    • Release Notes: 21st January 2026
    • Release Notes: 21st May 2026
    • Release Notes: 21st October 2026
    • Release Notes: 23rd March 2026
    • Release Notes: 26th June 2025
    • Release Notes: 28th October 2026
    • Release notes: 30th November 2024
    • Release Notes: 30th September 2025
    • Release notes: 31st October 2024
    • Release Notes: 6th August 2025
    • Release notes: 6th February 2025
    • Release notes: 6th March 2025
    • Release Notes: December 2025
    • Release notes:24th March 2025
  • On-Boarding
    • Candidate Onboarding > 48-Hour Opt-Out Agreement (AWR)
    • Candidate Onboarding: Auto-set candidate availability when new candidates register.
    • Candidate Onboarding: Registering existing candidates added to the CRM.
    • HMRC New Starter Declaration Form update
    • How do I activate a candidate after they have onboarded video?
    • How do I duplicate an Onboarding Form?
    • How do I setup specific document per Onboarding Form to be signed by candidates?
    • I cannot upload an image from my iPhone
    • Onboarding link not sending via email
    • Onboarding: Different additional questions for multiple onboarding forms?
    • Onboarding: How can I make a new onboarding document?
    • Onboarding: How do I add Additional Questions?
    • OnBoarding: How do I create compliance requirements per on-boarding form?
    • OnBoarding: How do I setup multiple on-boarding forms?
    • Onboarding: How do I specify what Onboarding Form an Additional Question is used on?
    • Onboarding: How many Additional Questions can I ask?
    • Onboarding: Temps/workers has managed to bypass mandatory fields?
    • OnBoarding: Test Document DOCX
    • OnBoarding: Test Document PDF
    • OnBoarding: Test Image JPG
    • OnBoarding: Test Image PNG
    • Onboarding: We want candidates in our office to be able to register and complete their application form while they are here?
    • Onboarding: What are Additional Questions?
    • Onboarding: What types of questions can be asked?
    • Onboarding: When a worker completes the onboarding link does the system generate everything into an application form and if so where do I find it. 
    • Onboarding: Why do you set a candidate inactive when they onboard?
    • Ratecards: How can I see if an existing Booking has a Rate Card?
    • Troubleshooting: Onboarding form is not applying the form fields rules correctly
  • Training
    • Training Session: Evertime Integration Troubleshooting
    • Training Session: Getting started with 2FA/MFA (Two Factor Authentication)
    • Training Session: How to Setup Agency Settings in CentricFlow?
    • Training Session: How To Setup CentricFlow To Evertime Automated Integration Via FTP?
    • Training Session: How to Setup Clients in CentricFlow?
    • Training Session: Recommended steps to get your CRM setup.
    • Training Session: What is a Booking Attachment and how do I set it up?
  • Data Imports
    • Clients Imports: What fields are mandatory?
    • Data Import Candidates Template
    • Data Import Candidates Updater Template
    • Data Import Clients Contacts Template
    • Data Import Clients Contacts Updater Template
    • Data Import Clients Site Addresses Template
    • Data Import Clients Site Addresses Updater Template
    • Data Import Clients Template
    • Data Import Clients Updater Template
    • Data Imports: Candidates CSV Import Templates
    • Data Imports: Clients CSV Import Templates
    • Data Imports: CSV Import Templates
    • Import: I have a list of job roles I need to upload onto CentricFlow, what is the best way to add/import these?
    • Importing Candidates
    • Importing Client Sectors
    • Importing Clients
    • Importing Compliance Types
    • Importing Job Titles
    • Importing Skills
  • Reports
    • Custom Report: Branches Report Template
    • Custom Report: Client Compliance Report Template
    • Custom Report: Client Contacts Report Template
    • Custom Report: Client Credit Requests Report Template
    • How do I report against our Operational Analytics?
    • Report: Agency Margin Report
    • Report: Agency Margin Report (v2)
    • Report: All Client Contacts Report
    • Report: AWR Report
    • Report: Booking Request Vs Bookings Report
    • Report: Candidate Availability Report
    • Report: Candidate Contact Summary
    • Report: Candidate Nationality Report
    • Report: Client Charge Report (Posted)
    • Report: Client Charge Summary Report
    • Report: Client Contact Summary
    • Report: Consultant Email Audit Report
    • Report: Evertime Candidates Report
    • Report: Holiday Accrual Report
    • Report: Holiday Calculation Report
    • Report: Limited Candidate Payment Report
    • Report: Minimum Compliance Report
    • Report: Minimum Wage Check Report
    • Report: New Candidates
    • Report: New Clients
    • Report: New Starter Report
    • Report: New Starters Since Report
    • Report: Pay & Charge Summary Report
    • Report: Payment Type Report
    • Report: Payroll Provider Report
    • Report: SMS Transactions Report
    • Report: Timesheet Report By Candidate
    • Report: Timesheet Report By Company
    • Report: Timesheets Pending Approval
    • Report: Worker Pay Summary Report
    • Report: Workers with no Payroll Number
  • Pools
    • How are the candidate pools audited?
    • How do I add an additional candidate to a pool?
    • How do I create a candidate pool?
    • How do I delete a candidate pool?
    • How do I remove a candidate from a pool?
    • How do I send an email to a candidate pool?
    • How do I send an SMS to a candidate pool?
    • What is a candidate pool?
  • Settings
    • Additional Task Filters
    • Consultant My Settings
    • How can I customise CentricFlow with my own terminology?
    • How To Add A New Agency API Access Video?
    • How To Add A New Agency Branch Video?
    • How To Add A New Agency Client Sector Video?
    • How To Add A New Agency Consultant Video?
    • How To Add A New Agency Credit Controller Video?
    • How To Add A New Agency Custom Tag Video?
    • How To Add A New Agency Email Template Video?
    • How To Add A New Agency Job Title Video?
    • How To Add A New Agency Minimum Compliance Video?
    • How To Add A New Agency Skill Video?
    • How To Add A New Agency Task Category Video?
    • How To Add A New Agency Training Type Video?
    • How To Add A New Booking Compliance Video?
    • How To Add A New Payroll Provider Video?
    • How To Add A New Security IP Address Restriction Video?
    • How To Add A New Shift Category Video?
    • How To Add Agency Document Types Video?
    • How To Add New Agency Rates Video?
    • How To Add New Agency Your Compliance Documents Video?
    • How To Add Your Compliance On-boarding Document Video?
    • How To Delete a Shift Category Video?
    • How To Delete Your Compliance On-boarding Document Video?
    • How To Edit a Shift Category Video?
    • How To Edit The Agency Basic Details Video?
    • How To Edit The Agency Custom Fields Video?
    • How To Edit The Agency CV Parsing Settings Video?
    • How To Edit The Agency Financials Video?
    • How To Edit The Agency On-Boarding Settings Video?
    • How To Edit The Agency SMS Settings Video?
    • How To Edit The Agency System Notifications Video?
    • How to hide a Job Title from Onboarding options
    • How To Replace A Your Compliance On-Boarding Document Video?
    • How To Replace Your Compliance On-boarding Document Guide
    • How To Show A Job Title In An On-boarding Form Video?
    • Question: Client Details Warning "Workwell Credit Admin Team Approval" - What is this warning and how does it work?
    • Question: How does the “Set As Default” action in the Credit Controllers module work?
    • Question: The 12.07% holiday pay will be in addition to the listed hourly pay rate (exclusive of)
    • Setup: How To Add A New Agency Job Title Video?
    • Setup: How To Add A New Agency Skill Video?
    • Setup: How To Add New Candidate Compliance Document Video?
    • Setup: How To Add New Client Compliance Document Video?
    • Troubleshooting: I have tried to integrate my emails which they appear to be linked correctly, although I am unable to send/receive references?
    • What is 'Your Terminology' in the Agency Basic Details page?
    • What is the payroll provider bank account number?
    • What is the payroll provider bank sort code?
    • What is the payroll provider VAT Number?
    • What is the Use minimum hours for a booking if a rates card is set setting?
    • When are Client Booking Notifications triggered?
    • Why am I not receiving system notifications?
  • Dashboards
    • Can I customise my dashboard?
    • Dashboard Search: Searching for Clients, Candidates and Contacts
    • How To View The KPIs dashoard?
    • What is the Dashboard Active / Registered Workers Stats?
    • What is the Dashboard Active Perm Placements Stats?
    • What is the Dashboard Bookings Today Stats?
    • What is the Dashboard Data Validation Stats?
    • What is the Dashboard Expiring / Expired Compliance Stats?
    • What is the Dashboard Expiring Training Stats?
    • What is the Dashboard Interviews Requested Stats?
    • What is the Dashboard Job Offers Stats?
    • What is the Dashboard Jobs Accepted Stats?
    • What is the Dashboard Leads Stats?
    • What is the Dashboard Live Roles Stats?
    • What is the Dashboard My Sales Calls Stats?
    • What is the Dashboard New Registrations Today Stats?
    • What is the Dashboard On-boarding Stats?
    • What is the Dashboard Pending Approval Stats?
    • What is the Dashboard Telephone Enquiries Stats?
    • What is the Today's Booking Overview on the dashboard?
    • What options are available to customise my dashboard?
  • Availability
    • Candidate availability: How can I turn off the candidate availability emails, for all candidates that are sent out please?
    • Candidate DNU Flag on availability
    • How can I view a report of the logged availability?
    • How do I add availability from the a Candidate Search?
    • How do I add availability from the Candidate Profile?
    • How do I add availability from the dashboard?
    • How do I remove availability from the Candidate Profile?
    • How do I remove availability from the dashboard?
    • How do I setup automated availability reminders?
    • How do I setup Shift Types
    • What email do the Update your availability notifications come from?
    • What is Candidate Availability?
  • Candidates
    • Candidate Holiday Management: How can we manage the Candidates Holidays within the CRM?
    • Candidate Holidays: How do I add holidays in bulk?
    • Candidate Holidays: How do I manage holidays in bulk?
    • Candidate Profile: Filtering Job Titles to allocate to candidates more efficiently.
    • Candidate Profile: Filtering Skills to allocate to candidates more efficiently.
    • Candidate Registration: How do I setup a template for sending the link to a candidate?
    • Candidate: Can I send documents to workers after they have registered please that needs signing?
    • Candidate: Can we make alterations to the welcome email so we can include things from our generic welcome email?
    • Candidate: How to re-trigger the candidate account setup process?
    • Candidate: Is there any way to send the new starter check list after they’ve registered?
    • Candidate: Where can I see the umbrella company the candidate has?
    • CVs: When i try opening a cv to download it, it won't open
    • Does the import candidate data via CSV replace existing candidate records?
    • How do I create new Candidate Login details?
    • How do I request documents from a Candidate?
    • How do I search for Non-Compliant Candidates
    • How do I setup my On-Boarding?
    • How do I setup the Candidate's welcome Email?
    • How do I track which consultant has deleted a Candidate?
    • How do we change who the holiday requests emails coming to?
    • How To Access Candidates OnBoarding Registration Links Video?
    • How To Archive Candidates In Bulk Video?
    • How to delete a candidate video?
    • How to Download the Candidate Profile Snapshot Video?
    • How To Log A Candidate Call And Run Candidate Contact Summary Report To Check Calls Video?
    • How To Log A Candidate Call Video?
    • How To Provide the Candidate ID and Name To Support Video?
    • How To Reset A Candidate Password And Test Logging In Video?
    • How To Reset A Candidate Password Video?
    • How To Set Up Documents That Need To Be Signed Video?
    • How To Unarchive Candidates In Bulk Video?
    • How To Unsubscribe Candidates From Receiving Emails Video?
    • How To Update A Candidate Date Of Birth Video?
    • How To Update A Candidate National Insurance Number Video?
    • How To Update A Candidate Worker Type From PAYE To Umbrella Video?
    • Is there a way to differentiate between agency references and employer references?
    • National Insurance Numbers (NINOs): Format and Security: What a NINO looks like
    • OnBoarding: How can I access my candidates on-boarding registration links in CentricFlow?
    • OnBoarding: Just to confirm, the current candidate registration link, is that going straight to Centric Flow or via RSS?
    • OnBoarding: Now that candidates have been migrated if we can have a new link for the candidates this should avoid the necessity to manually transfer?
    • Onboarding: Where are the answers to the additional onboarding questions saved on the candidate’s record for future reference?
    • Troubleshoot: Why can't I view any information when I download a Candidate Contact Summary report?
    • Troubleshooting: Candidate Profile Image Showing in Landscape instead of Portrait orientation
    • Unable to send Candidate Welcome Email
    • What email do the Candidate Training Expiry Report alerts come from?
    • What is NINO?
    • What is the candidate limited bank account number?
    • What is the candidate limited bank sort code?
    • What is the candidate limited vat number?
    • What is the Candidate registration journey in CentricFlow?
    • What is the National Insurance Number or NI Number or NINO?
    • What is the UTR or Unique Tax Reference for Limited Companies?
    • What is the VAT number format?
    • When a candidate registers using the On-Boarding Form where do the address details appear?
    • When I import candidate data, using the Candidate Import feature, does it replace existing candidate records?
    • When is a candidate activation email sent?
    • Why is a candidate not receiving emails from the CRM?
    • Working Time Directive Permission
  • Clients
    • Are Client Branches in the Client Details page customisable?
    • Are Client Sectors in the Client Details page customisable?
    • Are Client Sources in the Client Details page customisable?
    • Are the Client custom fields customisable?
    • Can I have several Clients with the same Client Reference?
    • Client Compliance: How can I change an expiry date for a client's compliance document?
    • Client Details: Cannot update client sector without a company number?
    • Client Document Signing
    • Clients: Bulk changing client consultant. I am looking to change a large number of clients from myself to another consultant, is it possible?
    • Credit days for Billing: Evertime Pay & Bill integration
    • Does the Client Reference field need to be unique?
    • Evertime: How do we to ensure the invoicing method is set to consolidated to prevent this overwriting Evertime?
    • How can I add a Client Accounts Reference to a Client?
    • How can I add a Client Branch in the Client Details page if it does not exist?
    • How can I add a Client Source in the Client Details page if it does not exist?
    • How can I add a new consultant to assign it as a Lead Consultant to a client?
    • How can I customise the client custom fields section in the client details page?
    • How can I edit a Client Branch?
    • How do I add a Client Contact?
    • How do I add a Client Site Address?
    • How do I add a Client?
    • How do I add a flag against a client contact, who may be also a candidate too?
    • How do I add additional lead consultants to a Client?
    • How do I assign a Client to a specific Client Branch?
    • How do I assign a lead consultant to a client?
    • How do I disable a client for online timesheets video?
    • How do I edit the Client Head Office details?
    • How do I edit the Client Main details?
    • How do I enable a client for online timesheets video?
    • How do I enable a client online timesheets?
    • How do I Request Credit for a Client?
    • How do I reset a client contact password?
    • How do I send an email to clients within a specific sector?
    • How do I setup a client online timesheets?
    • How do I setup and use the Credit Request feature?
    • How do I setup the client online timesheets approver?
    • How do I update the Client Company Number?
    • How many client custom fields can I have?
    • How To Add A New Client Video?
    • How To Add Client Notes Video?
    • How To Download All The Client Contacts Video?
    • How To Edit Client Details Video?
    • How To Edit Client Financials Video?
    • How To Manage Client Booking Attachment Video?
    • How To Manage Client Compliance Video?
    • How To Manage Client Contacts Video?
    • How To Manage Client Credit History Video?
    • How To Manage Client Plan Access Video?
    • How To Manage Client Site Addresses Video?
    • How To Manage Client Tasks Video?
    • How To Search Clients By Branch Video?
    • How to Search Clients by Postcode and Distance Video?
    • How To Search Clients By Postcode Video?
    • How to Search Clients by Sector Video?
    • How To Search Clients By Source Video?
    • How To Send Emails To Clients By Postcode Video?
    • How To Setup a Client Contact As Invoice Contact Video?
    • How To Setup a Client Site Address As Invoice Site Address Video?
    • How To Update A Client Accounts Reference Video?
    • How To Update Client Branches In Bulk Video?
    • How To Update Client Reference Field Video?
    • How To Update Client Sectors In Bulk Video?
    • How To Update Clients Lead Consultant In Bulk Video?
    • How To Update Company Accept CIS Candidates Video?
    • How To Update Company Accept Limited Candidates Video?
    • How To Update Company Accept Outsourced Payment Provider Candidates Video?
    • How To Update Company Accept PAYE Candidates Video?
    • How To Update Company Accept Perms Candidates Video?
    • How To Update Company Accepted Candidates Types Video?
    • How To Update Company Additional Fields Video?
    • How To Update Company Basic Hours Timesheets Video?
    • How To Update Company Internal Notes Video?
    • How To Update Company Online Timesheets Video?
    • How to Update the Client Company Number Video?
    • How To Update the Company Additional Consultants Video?
    • How to Update the Company Client Accounts Reference Video?
    • How To Update the Company Client Branch Video?
    • How to Update the Company Client Sector Video?
    • How To Update the Company Client Source Video?
    • How To Update The Company Client Status Video?
    • How To Update the Company Clients Name Video?
    • How To Update the Company External Client Reference Video?
    • How To Update The Company Lead Consultant Video?
    • How to view Active clients only video?
    • How To View Client Permanent Jobs Video?
    • How To View Client Rate Cards Video?
    • How To View Client Work History Video?
    • How To View Clients Leads Only Video?
    • How To View the Client Details Log Video?
    • List Of Supported Countries
    • The client Head Office details are wrong - How do I update them?
    • The client main contact details are wrong - How do I update them?
    • What are additional lead consultants in the Client Details page?
    • What are Client Tags in the Client Details page?
    • What data can be entered into the Client Location Factor ID?
    • What does it mean "Accept CIS" checkbox in the Client details page?
    • What does it mean "Accept Limited" checkbox in the Client details page?
    • What does it mean "Accept Outsourced Payment Provider" checkbox in the Client details page?
    • What does it mean "Accept PAYE" checkbox in the Client details page?
    • What does it mean "Accept Perms" checkbox in the Client details page?
    • What is a Basic Hours in the Client details page?
    • What is a Detailed timesheet in the Client details page?
    • What is the Client Accounts Reference field in the Client Details page?
    • What is the Client Location Factor ID?
    • What is the Client Reference field?
    • What is the Clients Week Ending (Online Timesheets)?
    • What type of Accepted Candidate Types can I add to a Client?
    • What type of Client Sources are there?
    • What type of Client Statuses are there and what do they mean?
    • What types of Online Timesheet Methods are there?
    • When are Timesheets reminders sent out to candidates?
    • When do the online timesheets start for a client?
    • Where is the Client Last Contacted date updated in CentricFlow Video?
    • Where is the Client Location Factor ID mapped to in Evertime?
    • Where is the Client Location Factor ID mapped to on the Combi?
    • Where is the Client Location Factor ID within CentricFlow?
    • Where to switch off the online timesheet notifications?
    • Where to switch on the online timesheet notifications?
  • Consultants
    • 2FA/MFA: Resetting a users grace period.
    • 2FA/MFA: Resetting a users MFA Settings.
    • Adding a Consultant
    • Can I add a new consultant account and can I then activate the new user?
    • Candidate Notes: I cannot edit notes, how can I do this?
    • Consultant: Stuck on Booking Plan screen after changing permissions?
    • How can I change my password after I have logged in?
    • How do I disable a Consultant?
    • How do I enable Two Factor Authentication?
    • How do I request a new password for CentricFlow
    • How do I reset a Consultants password?
    • How do I update a Consultants permissions?
    • How do I use Two Factor Authentication?
    • How To Access Consultant Audit Logs Video?
    • How To Disable Consultant Permission For Booking Cancellation (Accidental Bookings) Video?
    • How To Enable Consultant Permission For Booking Cancellation (Accidental Bookings) Video?
    • How to I restrict which Consultants can activate candidates?
    • How to I setup our Emails within CentricFlow?
    • How to setup Emails using GMail as the Email Server?
    • How To Turn Off Completed Reference Requests Notifications For A Consultant Video?
    • How To Turn Off New Client Notifications For A Consultant Video
    • How To Turn On Completed Reference Requests Notifications For A Consultant Video?
    • How To Turn On New Client Notifications For A Consultant Video?
    • How To Update Consultant Permissions Video?
    • How To Update the Edit Candidate Note Permission Video?
    • Is there anyway you can see other consultants call backs or diaries in case they are out of the office or on holiday?
    • Troubleshoot: Unable to login
    • Troubleshooting: Consultant Email Settings Not Working SMTP Error: Could not authenticate
    • Troubleshooting: Consultant Email Settings Not Working SMTP Failed To Connect()
    • Troubleshooting: Consultants cannot view client details
    • What is Two Factor Authentication?
  • Compliance
    • 500 Application Error - This PDF document probably uses a compression technique which is not supported?
    • Compliance - Can we add date stamps to documents via CentricFlow?
    • Compliance: How can I add a new compliance document for signing without it attaching it to my existing on boarding forms?
    • Compliance: How do we send our GDPR compliance document out separately to the registration form?
    • Compliance: Is it possible to ensure e-signature is in place so we can send compliance electronically?
    • Compliance: Minimum Compliance: How do I see if a candidate has met this or not?
    • Compliance: Test Document PDF
    • Expired Compliance: Compliance Expired Internal
    • External Accounts: How do I prevent duplicate emails from being used?
    • How do I cancel a compliance document from being deleted?
    • How do I request a signed document from a Candidate?
    • How do I share Candidate Compliance with external parties?
    • How to check if a candidate has uploaded a document directly into CentricFlow?
    • What are Compliance Types?
    • What email do the Client Compliance Expiry Report alerts come from?
    • What email do the Compliance Errors alerts come from?
    • What email do the Expiring Compliance Document Alerts come from?
    • What happens when I delete a Candidate Document?
  • Permanent
    • Permanent: How do I remove a candidate from the workflow?
  • References
    • Client signing of Candidate references
    • Emails: Issue with sending references
    • How do I activate reference requests notifications video?
    • How do I deactivate reference requests notifications video?
    • How to activate Reference e-signing video?
    • How to add a reference for a candidate video?
    • How to deactivate Reference e-sigining video?
    • How to download a reference with a e-signature for a candidate video?
    • How to submit a reference request with a e-signature enabled video?
    • How to view a reference with a e-signature for a candidate video?
    • Is there a report for references not yet completed?
    • References: Do the custom references stop the old references from being viewed?
    • References: Does the client have to login to complete the reference?
    • References: Getting started with references
    • References: How do candidates add a reference during onboarding?
    • References: How do I change the disclaimer that the client will need to accept when completing the reference?
    • References: How do I customise the questions?
    • References: How do I download submitted references? 
    • References: How do I enable automated reminders to the clients?
    • References: How do I enable the notification for a consultant to receive an email about the completion?
    • References: How do I know that a reference was submitted?
    • References: How do I switch them on?
    • References: How do I view submitted references?
    • References: How does a consultant add a reference?
    • References: What are the default questions?
    • References: What are the references for in CentricFlow?
    • References: What does the reference look like for the client?
    • References: What is the default disclaimer on the references?
    • References: What question types are available for the reference questions?
    • What email do the reference resend notifications come from?
  • Bookings
    • Add Booking: Can I have multi bookings for the same candidate on the same day?
    • Add Booking: Confirm Booking Validation error: Failed Type error?
    • Add Booking: Confirm Booking validation errors: Times Conflict error?
    • Add Booking: What is the Client Booking Notification Primary Approver option?
    • Add Booking: What is the Client Booking Notification Primary Contact (Main Email) option?
    • Add Booking: What is the Client Booking Notification Site Contact option?
    • Add Booking: What is the Client Booking Notification?
    • Add Booking: What types of Client Booking Notification are there?
    • Booking Cancellations with Timesheets
    • Booking Compliance: How do I view the missing requirements when adding the booking?
    • Booking Plan Basics: Do I need permission to access the Booking Plan?
    • Booking Plan Basics: How do I open the Booking Plan?
    • Booking Plan Basics: What is the Booking Plan?
    • Booking Plan Basics: What permissions are available to control the Booking Plan?
    • Booking Plan Stats: What is the Next Week’s Bookings figure on the Booking Plan?
    • Booking Plan Stats: What is the Open Booking Requests figure on the Booking Plan?
    • Booking Plan Stats: What is the This Month’s Bookings figure on the Booking Plan?
    • Booking Plan Stats: What is the This Week’s Bookings figure on the Booking Plan?
    • Booking Plan Stats: What is the Today’s Cancellations figure on the Booking Plan?
    • Booking Plan Stats: What is the Today’s Shifts figure on the Booking Plan?
    • Booking Plan Stats: What is the Today’s Unconfirmed figure on the Booking Plan?
    • Booking Plan Stats: What is the Total Booked Hours figure on the Booking Plan?
    • Booking Plan: Change candidate on booking plan - cannot find the candidate record?
    • Booking Plan: What do the Overall Statistics and Totals values mean?
    • Booking Plan: What does the Next Week's Bookings Total value mean?
    • Booking Plan: What does the Open Booking Requests Total value mean?
    • Booking Plan: What does the This Month’s Bookings Total value mean?
    • Booking Plan: What does the This Week's Bookings Total value mean?
    • Booking Plan: What does the Today's Cancellations Total value mean?
    • Booking Plan: What does the Today's Shifts Total value mean?
    • Booking Plan: What does the Today's Unconfirmed Total value mean?
    • Booking Plan: What does the Total Booked Hours value mean?
    • Booking Report: Report Hours Booked Vs Timesheet Hours.
    • Bookings > I am unable to extend or update an existing booking, receiving a "you do not have permission to access this feature."
    • Bookings: Additional Holiday/Leave categories.
    • Bookings: Can the booking confirmation emails be customised?
    • Bookings: How do I restrict clients to selected Job Titles?
    • Bookings: How to Set the Invoice Contact when adding a Booking
    • Bookings: How to Set the Invoice Location when adding a Booking
    • Bookings: Managing Invoice Contacts When Editing a Booking
    • Bookings: Managing Invoice Locations When Editing a Booking
    • Bookings: Understanding Invoice Contact Defaults on Bookings
    • Bookings: Understanding Invoice Location Defaults on Bookings
    • Bookings: Why can't I select candidates when adding a new booking?
    • Change Timesheet Method (Booking Plan)
    • Customise the Booking Plan: How do I change the Booking Plan view to show 1 or 2 weeks?
    • Customise the Booking Plan: How do I change the Week Start on the Booking Plan?
    • Customise the Booking Plan: How do I show start and finish times on the Booking Plan?
    • Customise the Booking Plan: How do I show the Charge Rate on the Booking Plan?
    • Customise the Booking Plan: How do I show the Client Contacts on the Booking Plan?
    • Customise the Booking Plan: How do I show the Client Site Address on the Booking Plan?
    • Customise the Booking Plan: How do I show the IR35 Status on the Booking Plan?
    • Customise the Booking Plan: How do I show the Pay Rate on the Booking Plan?
    • Customise the Booking Plan: How do I show the PO (Purchase Order) on the Booking Plan?
    • Customise the Booking Plan: How do I show the Primary Timesheet Approver on the Booking Plan?
    • Customise the Booking Plan: How do I show the Secondary Timesheet Approver on the Booking Plan?
    • How can I add Evertime Rates to a Booking Request?
    • How do change the number of week on the Booking Plan?
    • How do I add a file for the Booking Attachment?
    • How do I cancel a booking?
    • How do I change my week start on the Booking Plan?
    • How do I create a Booking / Placement?
    • How do I customise the contents of my document?
    • How do I end a booking in the booking plan video?
    • How do I show or hide Client Addresses on the Booking Plan?
    • How do I show or hide Client Contacts on the Booking Plan?
    • How do I show the start and finish times on the Booking Plan?
    • How Do I View The Booking Timesheet Approver In The Booking Plan Video?
    • How To Access The Booking Plan Video?
    • How To Add A New Booking Video?
    • How To Cancel A Booking Video?
    • How to change a site address in the Booking Plan video?
    • How to change a site contact in the Booking Plan Video?
    • How to change a worker in the Booking Plan Video?
    • How to change booking notes in the Booking Plan video?
    • How to change Evertime rates in the Booking Plan video?
    • How to change shift times in the Booking Plan video?
    • How to change the booking IR35 in the Booking Plan video?
    • How to change the booking position video?
    • How to change the Ownership in the Booking Plan video?
    • How to change the PO or Purchase Order reference in the Booking Plan video?
    • How to change timesheet approvers in the Booking Plan Video?
    • How to confirm bookings in the Booking Plan video?
    • How to copy a booking in the Booking Plan video?
    • How to Create a Booking Request
    • How To Download A Booking Plan Report Video?
    • How To Extend A Booking Video?
    • How To Log A Client Call In The Booking Plan Video?
    • How To Log A Client Email In The Booking Plan Video?
    • How To Log A Client SMS In The Booking Plan Video?
    • How To Reinstate A Booking Video?
    • How To Select Candidates For a Booking Video?
    • How to unconfirm bookings in the Booking Plan video?
    • How To View Booking Insights Details Video?
    • How to view bookings insights in the Booking Plan video?
    • How to view bookings logs in the Booking Plan video?
    • How To View The Client Contact Details In The Booking Plan Video?
    • How To View The Client Details In The Booking Plan Video?
    • Ratecards: Can I change a Rate Card once it's been allocated to a Booking?
    • Ratecards: Can I have more than one Rate Card for a Client and Position?
    • Ratecards: Can I override the Rate Card for a specific rate?
    • Ratecards: Do you need permissions to manage Rate Cards?
    • Ratecards: How do I add a Rate Card?
    • Ratecards: How do I clone an existing Rate Card?
    • Ratecards: How do I delete a Rate Card?
    • Ratecards: How do I edit a Rate Card?
    • Ratecards: How do I enable a notification when a Rate Card has been added?
    • Ratecards: How do I enable a notification when a Rate Card has been deleted?
    • Ratecards: How do I enable a notification when a Rate Card has been edited?
    • Ratecards: How do I know I am adding a Booking with a Rate Card?
    • Ratecards: How do I use a Rate Card?
    • Ratecards: How do I view a Rate Card?
    • Ratecards: How do I view the logs when a Rate Card has been added?
    • Ratecards: How do I view the logs when a Rate Card has been deleted?
    • Ratecards: How do I view the logs when a Rate Card has been edited?
    • Ratecards: Is a Rate Card Mandatory?
    • Ratecards: What does the message "invalid decimal number format. Only two decimals allowed." mean when adding or saving a Rate Card?
    • Ratecards: What does the message "Standard Rates > Evertime Rate > Day Rate is not a unique value" mean when adding or saving a Rate Card?
    • Ratecards: What does the message "You have selected a Job Title with a Rate Card" mean when adding a Booking?
    • Ratecards: What does the message "You have selected a Job Title without a Rate Card" mean when adding a Booking?
    • Ratecards: What fields are mandatory when creating a Rate Card?
    • Ratecards: What is a Rate Card?
    • Ratecards: What values are accepted within a Rate Card?
    • Timesheet Method (Add Booking)
    • Training Session: Getting to know the Rate Cards
    • What file types are supported for the Booking Attachment?
    • What is a Booking Attachment?
    • What is a Booking Type, when creating a Booking?
    • What is Risk Analysis and how can I use it?
    • What notifications do the Booking Attachment get sent on?
    • What Timesheet Frequency options are available for a booking/placement?
    • When exchanging a candidate for a booking why do I see a "Booking not updated" message?
    • When extending a booking does it check if the candidate has expiring compliance documents?
    • When extending a booking does it override existing bookings?
    • Where can I add a PO Number to a Booking Request?
    • Where can I add a PO Number to a Booking?
  • Timesheets
    • Candidate Timesheet Approval Notification
    • Client Portal: Can the timesheets be accessed via mobile to be approved?
    • Client Timesheet Filters for improved usability for clients.
    • How do Clients view timesheets from previous weeks?
    • How do I change a timesheet Approver for an Online Timesheet?
    • How do I disable a client for online timesheets?
    • How do I view the approved hours for an Online Timesheet?
    • How do I view the submitted hours for an Online Timesheet before approval?
    • How Do I View The Timesheet Approver In The Online Timesheets Video?
    • How To Reset A Client Contact Password To Access Timesheet Portal Video?
    • How To Turn The Automated Notifications For Timesheets Approvals OFF Video?
    • How To View When The Clients Online Timesheets Reminders Are Sent Out Video?
    • Online Timesheets > Show Total Hours
    • Online Timesheets: Timesheet not showing on Client Portal?
    • Online Timesheets: Which client contact person receive email notifications?
    • Option to Reject Timesheet from Online Timesheets.
    • The client has forgotten their password for the timesheet portal, how can I reset this?
    • Timesheet: Pending Timesheet showing incorrect hours.
    • Timesheet: The Candidate timesheet has got the wrong hours in and I don't know how to reset it?
    • Timesheets: Client Portal timesheets totals do not match online timesheets module?
    • Timesheets: Timesheet Pending Approval Reminder Being sent but none seem to exist?
    • What does the client timesheet approval portal look like?
    • What email address to Timesheet notifications come from?
    • What email do the timesheet notifications for Clients come from?
    • What email do the Timesheet Pending Approval Reminders for Clients come from?
    • What email do the Worker Timesheet notifications come from?
    • What URL / Website does the Client browse to for approving the timesheets?
  • Umbrellas
    • Setup your Umbrella (Outsourced Payroll Providers)
    • What is the UTR or Unique Tax Reference For Umbrellas or Payroll Providers?
  • Jobs
    • Accessing the JSON / XML Feeds for Jobs?
    • Can I add a job title of cherry picker operator?
    • How To Add A Job Video?
    • How To Add A New Job Title Video?
    • How To Create A Jobs JSON API Feed Video?
    • How To Create A Jobs XML Feed Video?
    • How To Disable Access To Jobs Video?
    • How To Enable Access To Jobs Video?
    • Integrating the Jobs Feed with Wordpress
    • Jobs:  Updating a job with wrong formatting Microsoft html tags
    • LinkedIn: What fields are used to populate the XML Feed?
    • Permanent Jobs: New metric added to track Time to Offer
    • XML Feeds: Adding Jobs to your website
  • Emails
    • Default Reply-To email
    • Emailing directly from a Client Profile
    • Emails: Client List > Send Emails > Main Contacts - Error Log - At least one recipient is not valid
    • Emails: Error Log - At least one recipient is not valid
    • Emails: How do I process a reference? I am getting an error to say it has not been sent.
    • Emails: Problem sending emails from CentricFlow?
    • Emails: Setting up emails via GMail
    • How do I setup my Gmail emails in CentricFlow?
    • How do I setup notifications?
    • How to access the CentricFlow Integrations page?
    • Setting up your email (Via Microsoft365)
    • Setting up your email (Via SMTP)
    • Troubleshooting: Emails: Images Copied and Pasted Not Appearing in Emails
    • Troubleshooting: Outlook Email Signature images not displaying
    • Troubleshooting: Send Email Modal > Send Emails - Error Log
  • Login
    • CentricFlow App Is Up Status Update Video
  • Evertime
    • Currently when we receive the Combi file and it is taking a lot of time to review all of the issues and involves a lot of manual intervention?
    • Evertime Log Ins
    • Evertime: Detailed Combi Response Processing
    • Evertime: Evertime Settings - Where are timesheets being collected?
    • Evertime: Get the Import FTP Settings from Evertime Video
    • Evertime: How do I add the Evertime FTP Settings in CentricFlow Video
    • Evertime: How do I select the week I would like to view Integration Warning for?
    • Evertime: How To Download Evertime FTP Combi Integration Response File Video?
    • Evertime: How To Download Evertime FTP Combi Timesheet Integration Response File Video?
    • Evertime: Location Country
    • Evertime: Submitting a Manual Timesheet for export to Evertime.
    • Evertime: We are having to manually transfer placements to CentricFlow, will they automatically filter through to Evertime?
    • Evertime: What are the Evertime Default Timesheet Method options?
    • How do I link CentricFlow to Evertime?
    • How do I setup CentricFlow to send to Evertime automatically?
    • How do I setup my rates within CentricFlow
    • How Do I View The Combi Integration Warnings Video?
    • How To Check Evertime FTP Combi Integration Response Files Video?
    • How To Download The Combi File Video?
    • How to generate and export the combi file for processing?
    • How To Select CentricFlow As Default Method to Collect Timesheets Video
    • How To Select Evertime As Default Method To Collect Timesheets And Set Manual Timesheet Method Video
    • How To Select Evertime As Default Method To Collect Timesheets And Set Online Timesheet Method Video
    • How To setup the initial Combi File Rates to integrate with Evertime?
    • I have a Evertime Combi Upload response file for candidate "xxxxx" with incorrect NI number format. How do I fix this?
    • Integration warnings: Address Line 1
    • Integration warnings: Address Line 2
    • Integration warnings: Address Line 3
    • Integration warnings: Client Address Line 1
    • Integration warnings: Client Address Line 2
    • Integration warnings: Client Address Postcode
    • Integration warnings: Client Name
    • Integration warnings: Company Reg No.
    • Integration warnings: Consultant Split doesn't add up to 100
    • Integration warnings: Contact Name
    • Integration warnings: Country
    • Integration warnings: Default Currency
    • Integration warnings: Default Currency
    • Integration warnings: DOB
    • Integration warnings: Email Address
    • Integration warnings: Forename
    • Integration warnings: Gender
    • Integration warnings: Invalid Ltd Bank Account Number
    • Integration warnings: Invalid Ltd Bank Sort Code
    • Integration warnings: Invalid Ltd VAT Number
    • Integration warnings: Invalid PAYE Bank Account Number
    • Integration warnings: Invalid PAYE Bank Sort Code
    • Integration warnings: Invalid Umbrella Bank Account Number
    • Integration warnings: Invalid Umbrella Bank Sort Code
    • Integration warnings: Invalid Umbrella VAT Number
    • Integration warnings: Invoice Address Line 1
    • Integration warnings: Invoice Address Line 2
    • Integration warnings: Invoice Attn. Forename
    • Integration warnings: Invoice Attn. Surname
    • Integration warnings: Invoice Postcode
    • Integration warnings: Ltd Account Name
    • Integration warnings: Ltd Account Number
    • Integration warnings: Ltd Address Line 1
    • Integration warnings: Ltd Address Line 2
    • Integration warnings: Ltd Address Postcode
    • Integration warnings: Ltd Bank Branch
    • Integration warnings: Ltd Company Name
    • Integration warnings: Ltd Company Number
    • Integration warnings: Ltd Sort Code
    • Integration warnings: Ltd VAT Code
    • Integration warnings: Ltd VAT Number
    • Integration warnings: Missing Primary Charge Rate
    • Integration warnings: Missing Primary Pay Rate
    • Integration warnings: Missing Primary Rate Element
    • Integration warnings: NI Number
    • Integration warnings: PAYE Account Name
    • Integration warnings: PAYE Account Number
    • Integration warnings: PAYE Bank Branch
    • Integration warnings: PAYE Sort Code
    • Integration warnings: Payment Terms
    • Integration warnings: Payment Type
    • Integration warnings: Payroll Frequency
    • Integration warnings: Postcode
    • Integration warnings: Primary Consultant Owner missing
    • Integration warnings: Primary Invoice Contact
    • Integration warnings: Primary invoice location
    • Integration warnings: Primary Invoice Location
    • Integration warnings: Region
    • Integration warnings: Salutation
    • Integration warnings: Start Date
    • Integration warnings: Surname
    • Integration warnings: Umbrella Account Name
    • Integration warnings: Umbrella Account Number
    • Integration warnings: Umbrella Address Line 1
    • Integration warnings: Umbrella Address Line 2
    • Integration warnings: Umbrella Address Postcode
    • Integration warnings: Umbrella Bank Branch
    • Integration warnings: Umbrella Company Name
    • Integration warnings: Umbrella Company Number
    • Integration warnings: Umbrella Sort Code
    • Integration warnings: Umbrella VAT Code
    • Integration warnings: Umbrella VAT Number
    • Integration warnings: VAT Code
    • Integration warnings: What is the available list of integration warnings?
    • Manage Integrations: Evertime Rates
    • Mandatory Fields for Candidates on Evertime
    • Mandatory Fields for Clients on Evertime
    • Timesheet Method: Evertime Pay & Bill integration
    • Troubleshooting: Evertime: 'An email address must be supplied for any contact whose communication method is set to email.'.
    • Troubleshooting: Evertime: 'Candidate must be over 15'. Relates to: 'Date_Of_Birth'.
    • Troubleshooting: Evertime: (whilst processing Clients) ErrorDetails:Address Line 1 is required;Value is:False
    • Troubleshooting: Evertime: (whilst processing Clients) ErrorDetails:Postal Code is required;Value is:False
    • Troubleshooting: Evertime: (whilst processing Company) ErrorDetails:Account Name is required.
    • Troubleshooting: Evertime: (whilst processing Company) ErrorDetails:Company ID Cannot be longer than 20 characters;Value is:False
    • Troubleshooting: Evertime: (whilst processing Company) ErrorDetails:Company ID is required.
    • Troubleshooting: Evertime: (whilst processing Company) ErrorDetails:Name is required.
    • Troubleshooting: Evertime: Account number must be a non-negative number, 8 characters long.;Value is:False
    • Troubleshooting: Evertime: Account_Number was not supplied
    • Troubleshooting: Evertime: AssignId : 1080 - Currency code [XXX] was not found or is not configured for this agency.
    • Troubleshooting: Evertime: AssignId : XXXX – Currency code [XXX] was not found or is not configured for this agency.
    • Troubleshooting: Evertime: Bank name was not supplied.
    • Troubleshooting: Evertime: CandLastName and CandFirstName were used for account name as no AccName was supplied.
    • Troubleshooting: Evertime: Company ID is required.;Value is:False
    • Troubleshooting: Evertime: Could not find a matching Contact Id of XXXX associated with the client XXXX of placement XXXX in Evertime.
    • Troubleshooting: Evertime: Could not find a matching Display Rate Id of XXXX associated with placement XXXX in Evertime.
    • Troubleshooting: Evertime: Data import failed for AssignId: XXXXX
    • Troubleshooting: Evertime: Message is: 'Must supply DOB for PAYE Candidates'. Relates to: 'Date_Of_Birth'
    • Troubleshooting: Evertime: NI Number for Candidate 123456 is not valid
    • Troubleshooting: Evertime: Sort_Code was not supplied
    • Troubleshooting: Evertime: The candidate 'ExternalID' cannot be moved to PAYE using the import
    • Troubleshooting: Evertime: The candidate column Date_of_birth is compulsory for company types LTD or UMB.
    • Troubleshooting: Evertime: The candidate column Date_of_birth is compulsory.
    • Troubleshooting: Evertime: The candidate column gender is compulsory for company types LTD or UMB.
    • Troubleshooting: Evertime: The candidate column Gender is compulsory.
    • Troubleshooting: Evertime: The candidate column NI is compulsory.
    • Troubleshooting: Evertime: The candidate columns gender and DOB are compulsory for company types LTD or UMB.
    • Troubleshooting: Evertime: The NI number 'AB000000C' is already in use on a candidate of the same type (PAYE/Ltd/Umbrella) in this agency
    • Troubleshooting: Evertime: The Rate_Type_ID column was empty
    • Troubleshooting: Evertime: This agency has no Import Incoming Destination container name setting configured.
    • Troubleshooting: Evertime: This candidate is already PAYE and you cannot switch a candidate using the import.
    • Troubleshooting: Unable to set Candidate Start Date. Candidate (XXXXX) must have a Start Date that is greater than it's Date of Leaving. Relates to: 'Date_Of_Leaving'.
    • What Are The Evertime Communication Method Options?
    • What is Enable FTP setting in Evertime FTP Configuration?
    • What is the Combi Type column in the EVERTIME FTP COMBI RESPONSE FILES section?
    • What is the Date / Time column in the EVERTIME FTP COMBI RESPONSE FILES section?
    • What is the Evertime FTP Combi Response Files section?
    • What is the Next Sync in Evertime FTP Combi Response files section?
    • What settings are available under the Evertime Settings section?
    • Where Can I Find The Combi Warnings?
    • Where do I find Evertime response file from the Combi file upload in Evertime?
  • Idibu
    • How do I get my ID & Secret for idibu?
    • How do I post a Job/Vacancy to Idibu
    • How do I setup Idibu ID and Secret in CentricFlow?
    • How do I setup the Application URL for Idibu?
  • Daxtra
    • Daxtra: Getting started with Daxtra.
    • Daxtra: How do I enable Daxtra?
    • Daxtra: How do I import the skills that have been detected by Daxtra?
    • Daxtra: How do I parse a CV?
    • Daxtra: How do I see which consultant has parsed a CV?
    • Daxtra: What happens if it's unable to parse their name?
    • Daxtra: What happens if the candidates email already exists?
    • Daxtra: What information can be included in a Parsed CV?
    • Daxtra: What is Daxtra?
    • Daxtra: Where can I view the parsed CV?
  • InTime
    • Adding Pay Elements for InTime
  • SMS
    • Failed to send SMS to Candidate ID #840328 with mobile number: . ERROR: INVALID_RECIPIENT
    • Failed to send SMS to Candidate ID #844640 with mobile number: XXXXXXXXXXXX. ERROR: INVALID_RECIPIENT
    • SMS: How to view cost of SMS before sending SMS texts?
    • Troubleshooting: Failed to send SMS to Candidate ID #(xxx) with mobile number: . ERROR: Invalid recipient
  • FTP
    • What is an FTP username?
    • What is FTP (File Transfer Protocol)?
    • What is FTP password?
    • What Is FTP Server?
  • Client Journeys
    • Clients: Workflow for Timesheet Approval
    • Clients: Workflow for VMS
    • What are the Client Journeys?
  • Candidate Journeys
    • Candidates: Submitting an Online Timesheet Video
    • Candidates: Workflow for adding Availability via the Automated Availability
    • Candidates: Workflow for Expiring Compliance Documents
    • Candidates: Workflow for Online Timesheets
    • What are the Candidate Journeys?

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