- Log in to the Flywire Agents platform.
- From the left-hand menu, select Settings > Import/export.
- Select Flywire standard CSV in the SELECTED TEMPLATE field. A small menu will appear.
- Select +Add New. The field will automatically update to My custom template.
- Under TEMPLATE SETTINGS > TEMPLATE NAME, rename the custom template.
- Select the field(s) you wish to appear in the template by checking the boxes in the INCLUDE IN IMPORT and INCLUDE IN EXPORT columns (NOTE: First name, Last name or Name, Email address, and Country fields will always be selected by default).
- You can also rename the template label(s) at this time as well.
- Select the blue Save button.
- Congratulations! You have successfully created a custom CSV template and are now ready to import a custom CSV file into the platform.
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