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Need importer for adding large numbers of accounts

For new customers, esp Enterprise customers, we have a large active existing partner base.  Adding them one at a time during initial configuration almost was a non-starter to us entering into a subscription agreement.


1 person likes this idea

Hi David,


I wanted to give you a heads up that the Partner CSV import went live this morning and includes both Active Partners and Prospective Partners. Thanks again for your feedback.


Best regards,


Zach

Hi David,


Thanks for your post. I completely agree.


We've been discussing a CSV import for active Partner Organizations (and probably Partner Recruits as well) and have scheduled this feature for implementation in April (maybe as early as March) 2014. I'll post an update when it's live.


Best regards,


Zach

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