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How to Bulk Import Partner Users

This article will walk you through the steps on how to bulk import partner users to your portal.

Updated over 5 months ago

As An Admin

  • Navigate to your Partners section and locate the partner for whom you'd like to import users.

  • Scroll to the bottom of the page and find the Partner Users section.

  • Click Add Partner User and select Import CSV.

  • In the new window, download the template if you haven’t already. Once ready, click on Select CSV file, choose your file, and then click Import Partner Users.

  • If there are errors in the CSV file, an error message will indicate what needs fixing. Correct the errors and try uploading your CSV again.

  • Once the import is successful, all users will receive an email with instructions to set up their account.

If the link in their welcome email expires, they can request a password reset with these steps to complete the setup.


As A Partner

As a Partner Owner, you can also add your team members in bulk using this feature.

  • Go to the Team Members tab.

  • Click Add Team Member and select Import CSV.

  • Download the template if you haven't already. When ready, select your CSV file.

  • Import your team members.

  • If there are errors in the CSV, you’ll see a message detailing what needs fixing. Correct any issues and re-upload the file.

  • Once the import is successful, all users will receive an email with instructions to set up their account.

If the link in their welcome email expires, they can request a password reset with these steps to complete the setup.

If you have any questions, please reach out to our team at [email protected]

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