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.
This article provides the following information about describes the three steps to perform bulk uploads for partners:
| Table of Contents | ||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
...
How to Prepare the Data
...
How to Upload the Partner Bulk
...
Upload
...
(CSV) File
Download and open the Partner Bulk Partner Upload Template.
Row 2 shows the sample date.
Delete Row 2 when you are done reviewing the template.
Add all of the partner information.
Save the Bulk Partner Upload Template.
Upload the file.
...
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. This field should default to you. If loan officers should be assigned to someone else, change this field to that user.
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.
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.
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.
...
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.
...