Sending Partner Invitations in Bulk

If you have a list of prospective partners you'd like to invite to join your partner program, you can upload a CSV file of the list to Unifyr One. Once the list is uploaded, Unifyr One will send an invitation to each potential partner using the contact details provided in the file.

1. Navigate to Partner Management > Communications > Invitations. This takes you to the Invited tab of the Partner Explorer.
2. Click Invite Partners > Import Invitations.

3. Prepare the spreadsheet (CSV UTF-8 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. 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 your configured default role in the account when the account is created. For information about configuring the default user role, see Setting a Default Role for New Partner Users.
   contactLastName	The last name of the user associated with the partner account.
   contactEmail	The email address of the user associated with the partner account. A Welcome email is sent to the email address given here, to prompt the user to login and set up the partner portal account.

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.
8. Successfully imported contacts receive an email inviting them to register for your partner program/portal. You can check the status of each application under Partner Management > Partner Explorer > Invited.

This is an example of the invitation email. The partner clicks Submit Your Application to proceed. Invitations can contain custom data fields and can be branded by your Unifyr One team.