Importing partnerships helps you create multiple partnerships profiles at once using an Excel (.xlsx) file. This is especially useful for bulk onboarding.
Step 1: Open the Import Popup #
Click the Import Partnerships button on the All Partnership page. This will open a popup where you can upload your Excel file.
Download the Demo import File #
Inside the popup, click the Download Partnership Demo Xlsx File button.
This file shows the correct format and structure needed for a successful import.
Step 2: Upload the File #
After preparing your XLSX file:
- Click or drag-and-drop the file into the upload area.
- Ensure only one file is selected.
- Click the Upload button to complete the import.
If anything is wrong with the data or structure, an error message will guide you to fix it.
How to Create the Partnership XLSX File #
To successfully import partners, you must follow the correct structure in your Excel sheet. Here’s how to create the file:
Required Fields
These columns must be present and filled for each partnership.
If any of these are missing or incorrect, the import will fail.
Optional Fields #
These fields can be included but are not required.
Final Tip #
If you’re unsure about the structure, always start by downloading the demo XLSX file from the Import popup. Use it as a template to avoid errors.
Note: For a successful import, your partnerships import file should be named either partnerships or partnership. The file format must be the same as the demo XLSX file you can download from the import section.