To update partners in bulk, you also 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:
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.
Uploading Your Data
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.