If you'd like to make one of your custom layouts available to another business that uses AroFlo, you can export it in .txt format and send it to your contact, for import into their AroFlo site. Likewise, if someone has shared a custom AroFlo layout with you, you can import it into your AroFlo site using the instructions on this page.

Open a record (e.g. a task, quote, invoice) for the type of layout you want to export.

1. In the Print Options area, click Preview.
2. Click the Select Layout dropdown and select the layout you want to export.
3. Click Preview.
4. Click Customise > Layout Setup.
5. Scroll down and click Save & Export Current Layout. A .txt file will be saved to your local drive. You can email this to your contact.

To import a custom layout you've received from another AroFlo client, or from AroFlo Customer Service, save the .TXT file to a location on your local drive. See Sample Custom Layouts for some layouts you can practise on.

Open a record (e.g. a task, quote, invoice) for the type of layout you want to import.

1. Open a custom layout. If no custom layout exists save as a standard layout.
2. In the Print Options area, click Preview > Customise > Layout Setup.
3. Scroll to Import Existing Layout and click the (three dots) icon.
4. Click Import External Layout.
5. Click Create Blank and Import.
   

   The content you import will be laid over the top of any existing elements on your layout, so we recommend starting with a blank layout. The Create Blank and Import function will give you a blank layout and open your local file share.

   

    
6. Locate the .txt file you saved to your local drive and click Open (or the equivalent command in your file share).
7. The custom layout appears in edit mode and you can make any changes you need to, including adding any custom fields, images, barcodes, footers, or terms and conditions that may have been present before the layout was exported. See Custom Fields and Add Data Elements for more information.

Your new custom layout will be listed by its original name, or the name you give it, under the Custom Layouts category in the Select Layout dropdown.