Import partners, customers and transactions

You can manually import partners, customers, and transactions with a CSV file.

How to import partners

  1. Open the program you'd like to work with.
  2. Go to Partners under Reporting & Management. Click Import:
  3. Upload your CSV file and click Import.
  4. Match the corresponding fields:
  5. Click Import.

Instructions for the CSV file

To easily import your CSV file, ensure that the headers in the first row of the worksheet are appropriately named. Provide a header for each respective column. Once you upload the file, you will be prompted to confirm the matching fields. The following list contains required and optional columns for import:
  • Name
  • Last name (optional)
  • Partner key
  • Email address
  • Joining date
To avoid any issues, it's important to adhere to the limit of 100 characters for the first and last name, 64 characters for the key, and 255 for other fields.
Please ensure that the Partner key and Email columns contain unique values. This is crucial for accurate data processing and to prevent potential conflicts.
For the  Joining date column, please format the dates using the  Y-m-d format. This standard format ensures consistency and compatibility with the import process

How to import customers

  1. Open the program you'd like to work with.
  2. Go to Customers under Reporting & Management. Click Import > Import Customers:
  3. Upload your CSV file and click Import.
  4. Match the corresponding fields.
  5. Click Import. 

Instructions for the CSV file

To easily import your CSV file, ensure that the headers in the first row of the worksheet are appropriately named. Provide a header for each respective column. Once you upload the file, you will be prompted to confirm the matching fields. The following list contains required and optional columns for import:
  • Name
  • Last name (optional)
  • Email address
  • Customer key
  • Partner key (optional if partner email is provided)
  • Partner email (optional if partner key is provided)
  • Joining date
Please make sure that the  Customer key and  Email columns contain unique values. Also, make sure the provided  Partner key and/or  Partner Email are from existing partners in the Partnero app.

For the Joining date column, please format the dates using the Y-m-d format. 

How to import transactions

  1. Open the program you'd like to work with.
  2. Go to Customers under Reporting & Management. Click Import > Import transactions:
  3. Upload your CSV file and click Import.
  4. Match the corresponding fields.
  5. Click Import. 

Instructions for the CSV file

To easily import your CSV file, ensure that the headers in the first row of the worksheet are appropriately named. Provide a header for each respective column. Once you upload the file, you will be prompted to confirm the matching fields. The following list contains required and optional columns for import:

  • Transaction name (optional)
  • Customer key
  • Action (signup/sale)
  • Reward date
  • Reward amount
  • Amount (optional)
Before proceeding with the import, please ensure you have filled in the data in the corresponding fields. Additionally, it's important to adhere to the limit of 100 characters for the Transaction name and 64 characters for the Customer key.
Also, make sure you provide the Customer key of existing partners.
For the Reward date column, please format the dates using the Y-m-d format.