The first step is to create a CSV file, with the header row containing the fields you have information for. There are six required fields for new partners, shown in the header row below. You can add any of the other few dozen fields to your header if you have data for them.
Tip: The order the fields appear in doesn’t matter.
Once you create the CSV file, input your partner information.
To import or update partners, go to Company > Customize Application > Import Data > 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 along with 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.