You can export partner information from your platform to a comma-separated value (CSV) file in just a few clicks. This can be useful if you want to update partners in bulk or otherwise use that information outside of the platform. Some examples of exported data are partner IDs, statuses, and company names.
How to Export Partners
Go to Company > Customize Application > Import Data > Partners from the main menu. Then, click Download Partners in the Download Partner Data section to begin the download.
List of Exported Fields
The number of partner fields you can export using this tool is slightly smaller than those you can import. The following table contains all fields exported by the above process:
| Column Name | Description | Possible Values | Example |
|---|---|---|---|
| id | The ID of the partner | The numeric ID of the partner | 1004 |
| address1 | Main address | Up to 255 characters | 123 Demo St. |
| address2 | Secondary address | Up to 255 characters | Suite 200 |
| 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 |
| company | Name of partner/company | Up to 255 characters. If the partner is an individual, this is usually their first and last name. | Test Company -or- John Doe |
| account_manager_id | The ID of the employee assigned to manage this partner | The numeric ID of the employee | 20 |
| status | Status of partner account | active, pending, blocked, deleted, or rejected | active |
| phone | Phone number of the company | +(country code + area code + number) | +12065181318 |
| fax | The 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 in another system | Up to 255 characters | test123 |
| website | Website of the company | Does not work with “http://” prepended | www.example.com |
| first_name | First name of the partner | Up to 255 characters | John |
| last_name | Last name of the partner | Up to 255 characters | Doe |
| Email address of the user for the account | Any valid email address: XXXX@XXX.XXX |
john@example.com | |
| title | Job position at the company for user | Up to 255 characters | Media Buyer |