Bulk Importing Partner, Products, Contacts

System Administrators can use the bulk import feature quickly add or update Partner, Product, and Contact records with a CENTRL-approved Excel file. The instructions will guide you through the Bulk import process.

1. Download the CENTRL-approved template by clicking on the Download Import Template option. Note, you can also Exporting Partner Details, modify, and reimport the data.

Click Next to proceed.

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Please note: Your export will reflect your custom attribute labels and platform labels. Please see our help article for reference: Configuring Platform Settings

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2. Drag-and-drop or click to select a file from your computer as shown above.

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3. Once the file is uploaded, click on the Next button.

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4. If there are any parsing issues, will see them here. If there are no parsing errors, you can review the number of records to be imported/updated and select Import to start the process.

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5. The system will process your data in the background and email a confirmation. You can also copy the import log link to monitor the import and view errors. However feel free to return to other things - when the process finishes, we will email you along with a link to the import log.

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