Exporting Multi-Partner Partner and User Data

You can export a list of partner or user data to a CSV file. The file will be emailed to you.

To export data, follow these steps:

1. Navigate to Partner Management > User Explorer.
2. Click ... and choose either Export Partners or Export Users. Unifyr One generates a CSV file of the information and sends it to your email inbox.
   • The exported partners file contains these data points - Zift Partner ID, Partner Name, 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, Terms Accepted By, and Terms Acceptance Date. The file also includes columns for each of the custom Partner fields you have configured in your system.
   • The exported users file contains these data points - Zift Partner ID, Partner Name, Email, First Name, Last Name, SSO User Id, CRM User Id, Office Phone, Mobile Phone, and the date Terms and Conditions were accepted. The file also includes columns for each of the customer Partner User fields you have configured in your system.
3. An on-screen message confirms that the export has started.