To import partners via CSV, please use the following format:
email, price list, relationship, active, invited, billing
email@example.com,My Price List,child, true, true, true
- 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?
- Do not include headers in your CSV file.
- If the upload fails, double check the format.
- Leave empty spaces for optional fields (ie. “,,,”)