Importing Partners

To import partners via CSV, please use the following format:

email, price list, relationship, active, invited, billing

partner@domain.com,My Price List,child, true, true, true

Elements

  • Email: The business email for this partner
  • Price list: The name of their price list
  • Relationship: Relative to you: ‘parent’, ‘child’ or ‘self’
  • Active: Do you want to sync with them?
  • Invited: Have they been invited?
  • Billing: Do you want to bill them here?

Requirements

  • Do not include headers in your CSV file.
  • If the upload fails, double check the format.
  • Leave empty spaces for optional fields (ie. “,,,”)