Templates
How to duplicate and use LiveFlow templates with your own data
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How to duplicate Google Sheets / LiveFlow templates?
Open the template
DO NOT REQUEST ACCESS
Instead, MAKE A COPY OF THE FILE
Go to File -> click Make a Copy
How to connect data to a Google Sheets / LiveFlow template?
Once you've made a copy of the template, go to Extensions -> LiveFlow -> Get started
Go to Manage Reports
Click on the report with demo data we've added to the template
Click Change Company
Update this to one of your own companies
Click Update & Refresh
Supercharge your financial reporting
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LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.
LiveFlow is an agent of Plaid Financial Ltd. (Company Number: 11103959, Firm Reference Number: 804718), an authorised payment institution regulated by the Financial Conduct Authority under the Payment Services Regulations 2017. Plaid provides you with regulated account information services through LiveFlow as its agent.
© LiveFlow. All rights reserved.