| A | B | |
|---|---|---|
1 | How to use this template | |
2 | 1. Make a copy of this template (File > Make a Copy) | |
3 | 2. In the sheet labelled "template", enter client details in the format shown in the example. n.b. Mandatory fields are listed below. All other fields are optional but recommended | |
4 | a) Country codes must be 2 letters and valid according to the ISO Alpha-2 Standard | |
5 | b) Company name, Company Registration Number and Country ISO are mandatory fields | |
6 | c) Optional fields should be left blank if you have no data | |
7 | 3. Delete the example row (in red) | |
8 | 4. Export the template sheet as a .csv by navigating to File > download > Comma-seperated values (.csv) | |
9 | 5. Share this .csv with your Account Manager or CSM. |