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Prospect Import FAQ

Here are some frequently asked questions about importing prospects. To learn more see Prospect Import Explained and Bulk Import Prospects to Your Program.

How do I know if my import worked?

After an import, the Upload Summary screen will inform you whether your prospects file was submitted successfully for processing or not. This indicates that your file passed an initial validation but doesn’t guarantee that all prospects were imported successfully. After your import is processed, you’ll receive an email with a summary of your imported prospects, showing which prospects were successfully imported and if there were any errors that need fixing.

How long will my import take?

It takes about 4 seconds to import one row. For example, 500 rows will take around 25 minutes. Given the time required for processing, uploads will be handled asynchronously. Once the import is complete, you’ll be notified through email and an in-app notification.

What happens if the import tool identifies an existing impact.com account?

If an existing impact.com partner account is found, the partner’s name and email will be updated to match their current account settings. Your imported contact email will still be retained and displayed as a custom contact on the partner’s slideout. You will see the matched partner name and ID in the success file for both normal imports and dry runs.

Can I add multiple groups to a partner during import?

While you can’t assign multiple groups to one partner in the same row of your import sheet, you can assign that same partner to different groups by giving them their own separate row for each group assignment.

Note: You can’t create a group when importing prospects. Make sure you’ve already created any groups you need before importing your prospects list.

What happens if I upload a group name that doesn’t exist?

That record won’t be imported, and you’ll see an error in the report.

How can I contact custom contacts?

When setting up an email workflow, you’ll be able to choose to send invites to a prospect’s marketplace contact or their custom contact.

Note: If a prospect is a direct partner of another brand (i.e., they only have one relationship with one brand), then the email invitation will only be sent to the custom contact you’ve provided.

What if an imported prospect matches to a direct partner (i.e., a partner that only has one relationship with one brand)?

Some prospects you import may already have a direct partnership with another brand on impact.com, but the email address associated with their account will be obfuscated, and will only become visible once you’ve joined into a partnership with them. You can still contact these partners via email workflows, which will send an email to their custom contact.

What if the imported prospect record is incorrect?

If a prospect you import is matched to the wrong partner account, it is possible that the partner has multiple accounts with impact.com. You can still contact the partner via email workflows as the custom contact you’ve uploaded during the import process will be used. This mismatch occurs when a partner has multiple accounts (for example, for different regions). Our system automatically links to their most active account by default. 

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