To get started, navigate to Company > Import/Export Data > Import/Export Partners and download the "Update Partners" CSV template. This template outlines all available fields for updating partner records.
Once your file is ready, upload it by dragging it to the designated upload area or by clicking the upload arrow icon.
The "id" field is required to update existing partners. If you don’t include the id field, TUNE assumes you want to create new partners rather than 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:
| id | status |
|---|---|
| 2152 | active |
| 1004 | active |
| 1612 | active |
| 1440 | active |
| 1182 | active |
| 2278 | active |
Tip: If you’re planning to update a significant number of existing partners, consider exporting your partners as a CSV file to modify and re-upload.
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 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.