Creating Success Plans in Bulk

Use this option when creating Success Plans for large partner groups. Instead of creating each Success Plan manually, you have the option to create Success Plans based on a single Strategy in bulk, for the partner groups associated with the strategy. Import a .CSV file with defined goal targets for each partner into Unifyr One Admin. Unifyr One provides a template for the import file, to ensure you provide the correct information.

1. Navigate to Partner Management > Success Plans.

2. Click  > Download Template.

   

3. In Download Template, choose the Strategy and Partner Groups you'd like to include in your bulk Success Plan creation. 
   • Strategy - Choose one Strategy.
   • Partner Groups (Optional) - Choose the Partner Groups for whom you want to create a Success Plan. The list displays the Partner Groups associated with the selected Strategy. If no Partner Groups are selected here, the import template will include rows for all partners associated with the Strategy.
4. Click Get Template. A CSV including a row for each of the eligible partners downloads.
5. Open the downloaded .CSV file.

6. Populate or edit the fields for each partner.

   Note: If a partner in the template already has an active Success Plan associated with the selected Strategy, their current Plan Goal values will be included in the download and can be modified now.

   Parameter	Type	Description
   Strategy Name	Text	Do Not Edit. The Strategy for the Success Plan (the one you selected when downloading the template).
   Strategy Id	ID	Do Not Edit. The unique Unifyr One identifier for the selected Strategy.
   Partner Name	Text	Do Not Edit. The list of partners from the Partner Groups you selected when downloading the template.
   Partner Id	ID	Do Not Edit. The unique Unifyr One identifier for the selected Partner accounts.
   [Goal Group] _[Plan Goal]_Target	Number	The annual target to be met for a Goal in the selected Strategy. If your Strategy has multiple Goals, there is a annual target column for each of them in the spreadsheet. You can include a different annual target for a Goal for each partner in the spreadsheet.
   Q1,Q2,Q3,Q4	Number	The quarterly target values for a Goal in the selected Strategy. Enter the targets for each Goal for each eligible partner. Q1-Q4 columns are included for every Goal. Important: Make sure that the quarterly targets set for each partner add up to the annual target set for the Goal for that partner.

7. When you've entered values in all the fields, save the file in CSV UTF-8 (Comma delimited) format.
8. Navigate back to the Success Plans page and click     > Import Plans.
9. Select the .CSV file and click Import.

10. Unifyr One Admin gives an overview of the data in the file. Each row’s contents can be downloaded to review in further detail.

    • New Plans - The number of valid net new Success Plans in the spreadsheet and how many were imported.
    • Plan Updates - The number of existing Success Plans in the spreadsheet and how many were updated.
    • Plans with Errors - The number of Success Plans in the spreadsheet that have errors and can't be imported. Click Download to export the rows in question. You can correct them and re-upload from the exported file.

    

11. Click Close.

12. The Success Plans imported from the spreadsheet are displayed in the Success Plans page. They show the label New next to the partner for which they were created, or Updated if they've been changed.