Help Center

| Submit or View Help Requests | Developer Docs |

View desktop instructions
View mobile app instructions
Bulk Edit Partners in a Group

Partner Groups can be edited in bulk by creating and uploading a CSV file.

You'll need:

  • The IDs of the partner(s) you want to add to or remove from groups.

    From the left navigation, select Partners → Partners and find the IDs under the partner’s name.

    B6F8910F-F397-4A85-8ACD-FC6CB4B563F2.png
  • The IDs of the partner group(s) you want to add or remove partners to. These are listed in parenthesis next to a group name.

    63d7da72ea0fd.png

Bulk edit partner groups

  1. From the left navigation menu, select Partners → Groups.

  2. In the upper-right corner, select Bulk Edit.

  3. Refer to the CSV format section below for help with creating a CSV file.

  4. Select Choose File, then select your CSV file.

  5. Select Upload.

  6. In the Preview, ensure your changes are all correct, then select Accept & Assign Groups.

CSV format

Depending on what you want to do, you'll need to use a spreadsheet application or a text editor to create a CSV file with up to 4 columns.

Partner Id

For each row in this column, input the ID of the partner you want to add to a group. Use one ID per row.

Add To

For each row in this column, input the ID(s) of the partner group that this partner should be added to. If you're using a spreadsheet application, you can add this partner from multiple groups by adding the Group IDs separated by a comma and a space (12345, 54321) in a cell. If you're creating the file in plain text, use quotations around the comma-separated group IDs ("12345, 54321").

Remove From

For each row in this column, input the ID(s) of the partner group that this partner should be removed from. If you're using a spreadsheet application, you can remove this partner from multiple groups by adding the Group IDs separated by a comma and a space (12345, 54321) in a cell. If you're creating the file in plain text, use quotations around the comma-separated group IDs ("12345, 54321").

Remove All

Input YES if you want to remove the partner from all groups that they're currently in.

Your CSV file must have the Partner Id column, and then you can mix and match the other three columns. For example, if you only want to add partners to groups, you'll only need the Partner Id and the Add To column. If you want to add some partners to groups but remove others, you can use both the Add To and Remove From columns.

63d7da73d46ff.png

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.