Import Partners From CSV

Use CSV import when you need to add many partners at once.

Before You Start

Prepare a CSV with partner names and valid email addresses. Add phone numbers only when partners should be able to opt in to campaign SMS updates.

Prepare The File

Keep the file simple:

• One partner per row.
• Separate columns for name and email.
• Optional columns for phone number, company, tags, or group information.
• No merged cells or extra notes above the header row.

Import The CSV

Review Imported Partners

After import, check a few partner profiles to confirm names, emails, phone numbers, and groups imported correctly.

If partners were imported for a specific campaign, open the campaign partner list and confirm they appear there too.

Fix Common Issues

If the import fails, check for missing emails, duplicate header names, unusual formatting, or rows with extra commas.

If duplicates appear, search the partner database before importing again. Existing partners can be added to campaigns without creating new partner profiles.

Next Step

Create partner groups when you want to reuse the imported list across future campaigns.

Related Feature Guides

• Partner Database — searching, filtering, and managing partner profiles in depth.
• Partner Groups — creating and reusing groups of partners across campaigns.
• Import Issues — troubleshooting failed imports, duplicates, and formatting problems.