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Bulk Importing External Partners, Products, and Contacts from the System Admin Module

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Note: The bulk import of partners, products, and contacts data is generated asynchronously. System Admins will receive status updates by email on the initiation and completion of the import process.

For information on how to bulk import external partners, products, and contacts from the Partners Module, please see our full help article below:

Note: If you update information using an Excel import template, any data that has not changed will not be overwritten or removed during the import process. Only the rows or columns that contain updated information will be reflected in the platform upon import. Additionally, if you only need to update a portion of the exported data, you can remove the unchanged columns and rows from the import template to speed up the import process. However, leaving the unchanged rows and columns in the import template will not affect the import, and the unchanged data will remain intact.

Bulk Importing External Partners, Products, and Contacts

  1. From the System Admin Module, navigate to the Partners screen and click on the 3 dots icon to select the Bulk Import option as shown below.

    Bulk Importing External Partners, Products, and Contacts from the System Admin Module 1[R360].png

  2. Download the template by clicking on the Download Import Template option. Note, that you can also Export Partner Details, modify, and reimport the data. Click the Next button to proceed.

    Bulk Importing External Partners, Products, and Contacts from the System Admin Module 2.png

    Note: Your export will reflect your custom attribute labels and platform labels. Please see our help article for reference:

    Bulk Importing External Partners, Products, and Contacts from the System Admin Module 3[R360].png

  3. Drag-and-drop or click to select a file from your computer as shown below.

    Bulk Importing External Partners, Products, and Contacts from the System Admin Module 4.png

  4. Once the file is uploaded, click on the Next button.

    Bulk Importing External Partners, Products, and Contacts from the System Admin Module 5[R360].png

  5. If there are any parsing issues, they will be listed here. If there are no parsing errors, you can review the number of records to be imported/updated and click the Import button to start the process.

    Bulk Importing External Partners, Products, and Contacts from the System Admin Module 6[R360].png

  6. The system will process your data in the background and email a confirmation. You can also copy the import log link to monitor the import and view errors. However feel free to return to other things when the process finishes, we will email you along with a link to the import log.

    Bulk Importing External Partners, Products, and Contacts from the System Admin Module 7.png

    To learn more about viewing import logs, please see our full help article below: