You can import your clients into CentricFlow using our template below.
To import your Clients, login to CentricFlow and head to Clients and then locate the Import button on the top right. From here you will be see the following screen:
You can click on the CSV Template link to download the Excel file that you can complete and upload to CentricFlow. Please note, you must save the file as a csv as this is the only supported file that can be uploaded.
Download Template