Importing Partners
If you have multiple partners to add to Partnerhub you can save time by importing partners.
To import partners:
- Navigate to the Partners page
- Click the Import Partners button
- Click Download CSV to download a template to use for the import
- Add a partner to each row of a table and include the following information (all fields with an asterisk* are required)
- Company name*
- Contact's Email*
- Contact's First Name*
- Contact's Last Name*
- Contact's Title
- Website
- Save as a CSV
- Upload to Partnerhub and click Add
Tips:
- Be sure to include all of the required fields
- Remove the example row of the template
- Save your file as a CSV before uploading