Download Cross-Client Transfer

  1. 1. Click on Organisations

    Click on Organisations

  2. 2. Click on the eye icon next to your required organisation

    Click on the eye icon next to your required organisation

  3. 3. Click on Organisation Imports, the icon at the top right hand side of the screen

    Click on Organisation Imports, the icon at the top right hand side of the screen

  4. 4. Click on Master Data

    Click on Master Data

  5. 5. Slide the toggle to enter Advanced Mode

    Click on 'Download Template' under the "Cross Client Transfer" section

    Slide the toggle to enter Advanced Mode