Updating Partner Information in Bulk

You can import a CSV file to update these pieces of information for multiple existing partner records in a single action.

• Partner Name
• Custom Partner field values

An update action will only affect the fields included in the imported file.

1. Navigate to Partner Management > Partner Explorer.

2. Click the ... menu and select Import/Update Partners.

   

3. Select the Update Existing Records option. This indicates that you're updating partner records that you already have, and not creating new ones.

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

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

   Label	Description
   id	The unique Unifyr One ID for the partner account. You can't change this value with the update process - it's used to identify the correct partner account to update.
   partnerName	The partner name. You can change this value with the update process.

   You can also include any of your custom Partner Fields. For more information about custom fields, see Custom Fields.  

   Separate multiple values in a column with a comma, without spaces.

5. Click Choose File and select your CSV file.

6. Unifyr One indicates if there are any issues with the data 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.

   

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

   To end the action, click Cancel.

8. 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 updated. An attachment lists the update requests that failed, and gives a reason (for example, an invalid Partner ID).