Using our Import Partners feature, you can quickly migrate many partners from another system into your platform. This feature takes a comma-separated values (CSV) file, which you can create with a spreadsheet program (like Microsoft Excel), a CSV file editor, or a simple text editor.
The steps for importing new partners and updating existing partners are slightly different. All available partner fields are available in the List of Partner Fields section.
How to Import New Partners
The first step is to create a CSV file with the header row containing the fields for which you have information. The header row below shows six required fields for new partners. If you have data for the other few dozen fields, you can add them to your header.
company,email,address1,city,region,country,zipcode
Tip: The order in which the fields appear doesn’t matter.
Once you create the CSV file, input your partner information.
How to Update Existing Partners
To update partners in bulk, create a CSV file, as described in the above section. The header row works differently: you must include the id field so you can tell TUNE which partners to update, then include the fields you want to update for all of the partners in that file.
Note: If you don’t include the id field, TUNE assumes you want to create new partners instead of updating existing ones.
For example, if you want to change the status of a few partners from “pending” to “active” your CSV file would look like this:
| id | status |
|---|---|
| 2152 | active |
| 1004 | active |
| 1612 | active |
| 1440 | active |
| 1182 | active |
| 2278 | active |
Tip: If you plan to update a significant number of existing partners, consider exporting your partners as a CSV file to modify and re-upload.
Uploading Your Data
Go to Company > Customize Application > Import Data > Partners to import or update partners.
On that page, attach the file and click Upload. Once submitted, the file will begin processing. Depending on the volume of changes, the import can take up to 30 minutes to process. Once completed, you will see a new “Import Complete” notification on your Snapshot page.
If the message says any partners failed to save: Click on that message to see details of which partners didn’t get processed and why. If you can’t see how to correct the problem in your CSV file, contact our customer support and have your CSV file and this error message available.
List of Partner Fields
Fields marked with * are required for new partners and optional for existing partners.
Fields marked with ** are required for updating partners, and should not be included for new partners.
All other fields are optional. Do not include the * symbols when making your header rows.
| Column Name | Description | Accepted Values | Example |
|---|---|---|---|
| company * | Name of the partner/company | Up to 255 characters. If a partner is an individual, use their first + last name in this field | Test Company– or –
John Doe |
| email * | Email address of the user for this account | any valid email address: XXXX@XXX.XXX |
john@example.com |
| address1 * | Main address | Up to 255 characters | 123 Demo St. |
| city * | City in address | Up to 255 characters | Seattle |
| region * | State or region in the address | Up to 255 characters | WA |
| country * | Country in address | Two-letter capital letter country code | US |
| zipcode * | Zip code of the address | Valid zip/postal code | 98101 |
| id ** | The ID for an existing partner | Numeric value. Must be an existing partner ID number. Only use when updating partners | 1004 |
| first_name | The first name for a partner. Can be used instead of the company name if an individual | Up to 255 characters. Only use when creating partners | John |
| last_name | The last name of the partner. Can be used with the first name instead of the company name | Up to 255 characters. Only use when creating partners | Doe |
| password | Password used to login to partner interface | Must be more than 4 characters in length. If no password is entered on creation, a password using the firstname + zipcode in lowercase | scott98121 |
| address2 | A secondary address for the company | Up to 255 characters | Suite 200 |
| account_manager_id | The ID of the employee assigned to manage this partner | Numeric value. Must be a valid ID in the system | 20 |
| status | Status of partner account | active, pending, blocked, deleted, or rejected | active |
| title | Job position at the company for user | Up to 255 characters | Media Buyer |
| phone | Phone number of the company | +(country code + area code + number) | +12065181318 |
| fax | Fax number of the company | +(country code + area code + number) | +12065181318 |
| signup_ip | The IP address that the user signed up from | 4 Numeric values separated by decimals: XXX.XXX.XXX.XXX |
45.121.240.70 |
| ref_id | Reference ID for this partner account for another system | Up to 255 characters | test123 |
| website | Website of Company | Does not work with “http://” prepended | www.example.com |
| referral_id | The ID of the partner account that referred this one | Numeric value. Must be an existing partner ID number | 908 |
| full_name | The whole name of the partner. Will be split into first_name and last_name at the first space | Must be an acceptable first_name entry and last_name entry, separated by a space | John Doe |
| blocked_reason | Description of the reason why status is set to blocked | Any text | Example reason for being blocked |
| tags | Tags applied to partner | Existing tag names are separated by commas, wrapped in quotation marks ( “” ) | “Red,Blue,Green” |
Applying Classifications
To apply partner classifications via CSV upload, use the classification type name in the header row and use the classification itself as the value. Accepted classification type names are:
- Channel
- Conversion Type
- Incentive
- Media Placement
- Operating System
- Vertical
For example, you can apply the “Non-incent” classification (of the “Incentive” classification type) to three partners with a CSV file that looks like this:
| id | incentive |
|---|---|
| 1002 | non-incent |
| 1014 | non-incent |
| 1032 | non-incent |
Classifications applied via CSV upload are added to any existing classifications.
Note: Applying classifications via CSV upload follows the same restrictions as the TUNE platform. Remember that partners only accept a single classification for certain classification types.
“What If I Need Other Fields?”
This feature is limited to core partner fields. If you need to change something relating to a partner, you can do so directly in the platform or (for enterprise accounts) through the Admin API.
Known Issues with CSVs
Details on this are covered in our Bulk Creating & Updating Offers article.