Exporting Partner and User Data

You can export a list of partner or user data to a CSV file. The file will be sent to the email addresses defined for your account.

To export data, follow these steps:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts tab.
2. Filter the list to display the accounts you want to export.
3. Click ... and choose either Export Partners or Export Users. Unifyr One generates a CSV file of the information and sends it to the email address for your account.
   • The exported partners file contains data points such as Zift Partner ID, Status, Create Date, Expiration, Last Login, Total Logins, Auto Registration Rules, Default Lead Owners, Available Funds (can be included upon request), Sales Reps Count, Users Count, SSO Company ID, Partner Source, Primary Address data, Terms Accepted By, Terms Acceptance Date, and custom fields.
   • The exported users file contains data points such as Zift Partner ID, Partner Name, Email, First Name, Last Name, Office, Mobile, and the date Terms and Conditions were accepted.
4. An on-screen message confirms that the export has started.