Overview
The Bulk Upload feature may be used to add partners to Insellerate. Users must contact Insellerate Support to enable the permissions for this feature. Users can upload a CSV file containing all of the information on their partner and the agent with whom they work.
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Navigate to inFlow.
Select Partner from the Workflow Type dropdown menu to open the Partner Registration screen.
Click Bulk Upload.
The Partner Bulk Upload/Add New Partners screen opens.
Select the Default Campaign to associate the uploaded partners. (Review the Creating Campaigns for Partner Association article for more information on how to set up campaigns for partners.)
Select the Default Assignee from the dropdown list.
Select the Insellerate System Branch Association for the uploaded partner leads. The branch associations will determine the visibility to the partners.
Select the Partner Type for the uploaded partners.
The Initial Status field is a view-only field that displays the initial status of the uploaded partner. This is set when Creating Campaigns for Partner Association. This will be the starting status in the inFlow Pipeline Panel for an uploaded partner.
The Initial Activity field is a view-only field that displays the initial activity of the uploaded partner. This is set when Creating Campaigns for Partner Association. This will be the starting activity in the inFlow Application Panel for an uploaded partner.
Add the CSV template to the Data Upload section. There are two options to upload the Bulk Partner Upload Template.
Drag and drop the file in the Data Upload section.
Click in the Data Upload section to access File Explorer to select the file for upload.
Click the Bulk Upload button to add and upload your partners.
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LiscenseId
This field can be used to add a license number associated with your partner.
FirstName (Required Field)
Enter the partner’s first name.
LastName (Required Field)
Enter the partner’s last name.
Email (Required Field)
Enter the partner’s email.
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EntityID
This field can be used to store any value your organization wants to associate with a partner.
Contact Insellerate Support to add the field to inFlow in the Partner Application Record Details Panel.
Notes
Add any applicable notes for a partner.
AvatarUrl
Add a URL linking to a picture of a partner.
Branch_Name
Add a branch name for your partner.
Branch_Phone
Enter a branch phone number for your partner.
Branch_Website
Enter a website for the branch of your partner.
Branch_City
Enter a city for the branch of your partner.
Branch_State
Enter a state for the branch of your partner.
Branch_BranchAssociation
Determines the branches that can see this partner.
If blank, it will default to All.
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