Convert to HML Template | Hayward Miller

1

Configure Front Sheet Information

Created By:

Created Date:

Client Name:

File Name:

GDPR Compliant:

Database History:

2

Upload Template & Contact Data

📊 Use Excel Template + Contact Data 📄 Contacts Only (Create New Template)

📊

Upload your formatted Excel template

With conditional formatting and front sheet structure

📁

Upload your contact data

CSV or Excel file with contact information

3

Map Contact Fields to Template

Map your contact file fields to the template columns:

4

Preview & Generate

Preview your contact data:

5

Download Your Template

HML Excel Template Generator