STEP-BY-STEP TUTORIAL:

Import Franchisee Customer Data from 1PlaceHQ to Formitize

 
 
 
 
 

✓ You should see: The 1PlaceHQ dashboard with customer overview

⚠️ If you don't see this:

  • Check your username and password are correct

  • Ensure you have Regional Master access level

  • Contact your system administrator if login fails

Step 1.2: Select the “My Reports” Franchisee/Operator

 




Step 1.3: Export Customer List

Step 1.4: Download and Save CSV File

 

PART 2: PREPARING THE CSV FILE