To get started, navigate to Company > Import/Export Data > Import/Export Partners and download the "Add New Partners" CSV template. This template outlines all available fields for populating partner records.
*Only the Company and Email fields are required.
Please note that imported partners are set to Active status by default. To import partners in a pending state instead, include "pending" in the status column.
Once your file is ready, upload it by dragging it to the designated upload area or by clicking the upload arrow icon.
If you receive an error message saying partners failed to save, click on that message to see details of which partners weren’t processed and why. If you can’t figure out how to fix the issue in your CSV file, contact our customer support and have your CSV and this error message ready.