Creating Partner Accounts in Bulk

Permission Required

• Supplier roles with the permissions Partner Management > Partner Management (general) and  Partner Management > Create Partners can create partner accounts. For more information about roles and permissions, see Managing Permissions for User Roles in Unifyr One Admin.
• If you have an SSO integration, this feature will not be available to you.

You can create multiple partner accounts in a single action, by uploading a CSV file that includes their information to Unifyr One. Once the list is uploaded, and the accounts created, the nominated users in the list will receive a welcome email prompting them to login and set up their partner portal account.

Follow these steps to create partner accounts in bulk:

1. Navigate to Partner Management > Partner Explorer > Partner Accounts.
2. Click ... > Import/Update Partners.

3. Prepare the spreadsheet (CSV format) that contains the partner account information you want to upload, if it's not already available.

   The CSV file should contain the columns listed in the table below, as a minimum. You can click Download a sample file to get a sample spreadsheet. 

   Label	Description
   partnerName	The display name for the partner account. Typically, this is the partner’s company name.
   contactFirstName	The first name of the user associated with the partner account. This user is given the Administrator role for the account when the account is created. A Welcome email is sent to the email address given here, to prompt the user to login and set up the partner portal account.
   contactLastName	The last name of the user associated with the partner account.
   contactEmail	The email address of the user associated with the partner account.
   country	The partner's country. The entry should match the name or code for the country, as shown in   > Settings > Countries. For example, for Australia you can use Australia or AU. For more information about countries in Unifyr One, see Country Management.

   You can also include these optional fields of company information. Separate multiple values for a single field with commas:

   • address1, address2
   • city
   • state - if states are enabled for the country in   > Settings > Countries. The entry should match the name or code of the state - for example, for New South Wales you can use you can use New South Wales or NSW.
   • postalCode
   • phone
   • fax
   • ssoCompany Id
   • website
   • Any of your custom Partner Fields. For more information about custom fields, see Custom Fields.  
4. Click Choose File and select your CSV file.

5. Unifyr One indicates if there is any missing or invalid data, or conflicts/duplicates, in your file. Correct the errors in the file and try again to upload. You can use the Download these entries link to get a file with the incorrect rows.

   

6. Click Import to proceed with importing the valid rows. 

   To end the action, click Cancel.

7. Unifyr One gives a notification to confirm that the action has started. You receive an email with the results of the import action when it's completed. The email details the rows that have been processed, and how many records were created. An attachment lists the update requests that failed, and gives a reason.

   A request to create a partner account could fail for reasons like these:

   • The contact email address is already in use
   • The company SSO ID is already in use

The new partner accounts are listed in Partner Management > Partner Explorer > Partner Accounts. Their status is Active. The specified user for each account will receive a welcome email prompting them to login and set up their partner portal account.

This is an example of the email each contact will receive:

To learn how to edit partner accounts, add new users to a partner account, and delete/deactivate partner accounts, visit the Manage Individual Partner Details page.