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Description

This article contains the templates used for the bulk upload of retail partners. Select the file that contains the correct template for your bulk upload. When completing the information in the template, note the following field importance for the colored column headers:

Color

Importance

Required

These fields are required for the .csv file containing the template to upload correctly.

Preferred

These fields are preferred to assist with better data integrity.

If Available

If data is available, these fields can be added.

Info

Only common fields are in the templates below. If you have other fields / data to add please just include in the file and you can match to the appropriate field during the upload process

Retail with an EXISTING Company or Branch

Use the following template to create the .csv file for a bulk upload for partners with an existing company or branch.

View file
namePartner Upload Templatev1.csv

...

Bulk Upload Template for EXISTING Company or Branch.xlsx

Retail with a NEW Company or Branch

Use the following template to create the .csv file for a bulk upload for partners with a new company or branch.

View file
namePartner Bulk Upload Template for NEW Company or Branch.xlsx

Select the .csv file below to download the Partner Bulk Upload Template.csv Template

View file
namePartner Upload Templatev1.csv