The Import Partners tool is a migration tool to transfer your existing partners to the impact.com platform. A new account for each partner is automatically created whereafter they’ll receive a welcome email with an activation link to set up a password. Each partner is invited to a template term that they have to review and accept as part of their registration.
This tool creates new accounts and user profiles based on the required information provided in the uploaded import file. No data from a previous network will be added to the new profile. We recommend reaching out to your CSM (or contact support) before importing partners so we can assist you through the process.
From the left navigation bar, select [Menu] → Settings.
Under Tools, select Import Partners.
Select the template term from the drop-down menu you want your invited partners to join.
Upload the .CSV file with the Partners’ information.
Refer to the Create a partner import file section for help with creating your file.
Copy the column headers into your own Google Sheet or Excel file.
Add your partner data to the file.
Save it in .CSV format.
It is possible to add and review partners on template terms in the following ways:
Template term actions