Description
This article contains the templates used for the bulk upload of 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. |
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.
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.
Select the .csv file below to download the Partner Bulk Upload Template.