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.
