Import partners, customers and transactions

You can bring existing data into Partnero by importing partners, customers, and transactions in bulk. This article explains how to prepare your files and upload them so your program reflects historical activity, aligns with your current systems, and ensures accurate tracking and rewards.

→ Click here to access an example file showing how partners, customers, and transactions can be imported and associated with each other.

How to import partners

  1. In your program, go to Partners under Reporting & Management. Click Import: 
  2. Upload your CSV file and click Import.
  3. Match the corresponding fields: 
  4. 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:
  • Partner ID (optional)
  • Name
  • Last name (optional)
  • Partner key (optional)
  • 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
Example:
name last_name email identifier token joining_date
John Doe john.doe@example.com partner-001 ref-john-doe 2024-01-15
Jane Smith jane.smith@example.com partner-002 ref-jane-smith 2024-02-20
Michael Johnson michael.j@example.com partner-003 ref-michael-j 2024-03-10


How to import customers

  1. Go to Customers under Reporting & Management. Click Import > Import Customers: 
  2. Upload your CSV file and click Import.
  3. Match the corresponding fields.
  4. 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 in Y-m-d format. 

Example:

name last_
name 		email customer_
key 		partner_
identifier 		partner_key partner_email joining date

Alice Cooper alice@customer.com cust-001 partner-01
2024-01-20
Bob Martin bob@customer.com cust-002 partner-01
2024-01-28
Charlie Davis charlie@customer.com cust-003
ref-jane-smith 2024-02-28
Diana Evans diana@customer.com cust-004

michael@email.com 2024-03-15


How to import transactions

  1. Go to Customers under Reporting & Management. Click Import > Import transactions: 
  2. Upload your CSV file and click Import.
  3. Match the corresponding fields.
  4. 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.
Example:
name customer_key action reward_date reward_amount amount rewarded product_id product_type
txn-001 cust-001 sale 2024-02-01 25 250 FALSE prod-101 subscription
txn-002 cust-001 sale 2024-03-01 25 250 FALSE prod-101 subscription
txn-003 cust-002 sale 2024-02-15 15 150 TRUE prod-102 one-time
txn-004 cust-003 sale 2024-03-10 50 500 FALSE prod-103 subscription