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Description

This article provides details about the field values in the Partner Bulk Upload Template.

Field Explanations in Order of the Report Columns

External ContactTypeID is the partner type. If this field is blank, it will default to the referral partner.

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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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