> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/zh/what-would-you-like-to-learn-about/platform-features/prospect-import-for-brands/bulk-import-prospects-to-your-program.md).

# 批量导入潜在客户到您的项目

按照以下步骤，通过 CSV 批量导入潜在合作伙伴（包括已有 impact.com 账户和没有账户的），将其添加到您的特定项目中，从而节省手动添加的时间和精力。您还可以在最终完成导入之前测试文件，以帮助防止错误。请参见 [潜在合作伙伴导入常见问题](/brand/zh/what-would-you-like-to-learn-about/platform-features/prospect-import-for-brands/prospect-import-faq.md) 了解更多信息。

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2F8f0xdyvE1FeKyIhbFwoZ%2Fdis-250-7.mp4?alt=media&token=ab8e3832-0ffd-47f3-86f7-bbb1b8019ab6>" %}

#### 批量导入潜在合作伙伴

{% hint style="warning" %}
**警告：** 在导入潜在合作伙伴时，您无法创建群组。请确保在导入潜在合作伙伴列表之前，您已经 [创建了所需的任何群组](/brand/zh/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/partner-groups/create-and-manage-partner-groups.md) 。
{% endhint %}

1. 从顶部导航栏中，选择 ![](/files/1cbb667ec4878308f24ec4acd13cbf03ede0bdfe) **\[用户资料] → 设置**.
2. 在左侧的 *工具* 部分下，选择 [**导入潜在合作伙伴**](https://app.impact.com/secure/advertiser/accountSettings/upload-media-prospect-flow.ihtml).
3. 选择 ![](/files/9ee7bd3c79aae4d0667377d18611647c3469f8d1) **\[下拉菜单]** 并选择要将潜在合作伙伴添加到的项目。
4. 选择 **选择文件** 以上传您的 CSV 文件。
   * 选择 **显示文件格式详细信息 \[下拉菜单]** 以了解有关如何设置 CSV 文件的更多信息。您还可以选择 **复制列到剪贴板** 并将其粘贴到您的电子表格应用程序中。请参见下面的 *导入潜在合作伙伴模板* ，查看您的 CSV 文件应包含哪些数据。
5. 您也可以在创建任何记录之前，通过选择 ![](/files/48509e0f0c9ae68203294f8aae7777211a4315e1) **\[未勾选的复选框]** 下的 *作为试运行导入*.
6. 然后选择 **提交**.

   * 随后，您将收到一封电子邮件，其中详细说明文件中的所有成功项和错误项。

   <div data-with-frame="true"><figure><img src="/files/387b4964f7b500896319e29d4010e4c04ea3312c" alt="" width="375"><figcaption></figcaption></figure></div>

<details>

<summary>导入潜在合作伙伴模板</summary>

```programlisting
合作伙伴名称、联系人邮箱、媒体资产、群组名称、联系人名、联系人姓氏、描述、合作伙伴 ID
```

{% hint style="info" %}
**注意：** 为确保导入成功，您必须在 CSV 文件中包含潜在合作伙伴的合作伙伴名称、联系人邮箱以及其媒体资产 URL。
{% endhint %}

</details>

#### 查看并联系您导入的潜在合作伙伴

要查看并联系您导入的潜在合作伙伴，请按以下步骤操作：

1. 从左侧导航菜单中，选择 ![](/files/fd2b2d51e9ef2d0d5d51aec8732f6c735cfd0cb5) **\[发现] → 潜在合作伙伴**.
2. 从屏幕顶部的筛选条件中，选择 **来源** 筛选器并选择 **潜在合作伙伴导入** ![](/files/48509e0f0c9ae68203294f8aae7777211a4315e1)**\[未勾选的复选框]**.
   * 如果您导入潜在合作伙伴时使用了群组，也可以选择 **群组** 筛选器，并选择您想查看的群组。
3. 要联系您的潜在合作伙伴，请使用 **自动化潜在合作伙伴邀请** 工作流。了解更多关于 [设置工作流](/brand/zh/what-would-you-like-to-learn-about/platform-features/reach-out-to-partners/email-workflows/create-and-manage-email-workflows.md).


---

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