Partners Guide: Uploading and Importing into the CRM

This guide will walk you through the steps to import partners into the Partner Database. Whether you're migrating existing data or adding new partners in bulk, this article will help ensure your import process is smooth, accurate, and aligned with the required format.

How to Access your Partner Database?

Your Partner Database is part of the CRM, which sits above all of your projects. To access it, simply click the Project & Settings dropdown and select Partners.

Alternatively, you can click the cylinder icon in the top-right corner of your screen, then choose Partners from the menu.

Preparing Your Custom Fields

Before importing your partner websites, it's useful to consider what data you are tracking for each of your partners as you will need to set up specific custom fields to hold this data if necessary.

Starting your import

Once you're in the CRM, you can add a single partner by clicking + Add New'. For larger imports, you'll want to click the 'Import' button instead.

Import Format Options

1) CSV (Contacts One per Row)

Use this option if each partner website has only one contact. Each row in your CSV should represent a single partner with a single contact.

2) CSV (Contacts in Multiple Columns)

Choose this option if a partner website has multiple contacts. You can include several contact columns (e.g., Contact 1, Contact 2, etc.) for each partner in the same row.

3) BuzzStream Format

Select this option if you're migrating data directly from BuzzStream. This format is specifically designed to match BuzzStream's export structure.

You can watch this video to get a full walkthrough of Importing your link partners into the CRM in Pitchbox: