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Templates

How to duplicate and use LiveFlow templates with your own data

How to duplicate Google Sheets / LiveFlow templates?

  1. Open the template
  2. DO NOT REQUEST ACCESS
  3. Instead, MAKE A COPY OF THE FILE
  4. Go to File -> click Make a Copy

How to connect data to a Google Sheets / LiveFlow template?

  1. Once you've made a copy of the template, go to Extensions -> LiveFlow -> Get started
  2. Go to Manage Reports
  3. Click on the report with demo data we've added to the template
  4. Click Change Company
  5. Update this to one of your own companies
  6. Click Update & Refresh

Learn how to do this step-by-step in the video below 👇

Do you need personal help?

Our team of real people are here to help you any time between 9am and 10pm GMT.
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Email us at: founders@liveflow.io
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Call us at +1 (415) 650-1711