This article discusses how to bulk import trading partners via CSV.
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?
If the upload fails, check the format or ask support to review the file.
The file type must be CSV, Excel is not allowed.
Leave empty spaces for empty or optional fields (ie. “,”)
You can find a template for uploading partners here. You can go to File > Make A Copy, and that will create an editable template. Alternatively you can go to File > Download to get a local copy.