Importing Partners

If you have multiple partners to add to Partnerhub you can save time by importing partners.

To import partners:

  1. Navigate to the Partners page
  2. Click the Import Partners button
  3. Click Download CSV to download a template to use for the import
  4. 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
  5. Save as a CSV
  6. Upload to Partnerhub and click Add

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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