📝 Overview
Switching to your account? Here is how to fill in the import spreadsheet so we can bring your customer data across for you.
The import spreadsheet is the file we use to move your existing customer data into your account. Complete the template we have sent you using the walkthrough below, then return it using the upload link we sent you. Our switching team takes care of the rest once the file is back with us.
🎥 Watch the walkthrough
The short video below walks you through completing the template, so your file is ready for our switching team to import.
You can watch the video tutorial here.