Uploading data one by one is a very tedious task, so with the help of Agentcis bulk import feature, you can upload all your partner and product data at once.

To bulk import Partner in Agentcis, follow the given steps.

Partner and Product Bulk Import

You can now bulk import Partnerand Product from the Setting page.

Step 1: Click on the Settings button.



Step 2: Select Data Import.



Step 3: Click Import Partner & Product button.



Step 4: Download the import template.



Step 5: Select Master Category, Workflow, Partner **Type**, and** Product Type**.



Step 6: Fill in the template with the information of your Partners and Products.



Note: The fields marked with * are mandatory.

Step 7: Upload the file back into the system.



Step 8: Click on the Import button.



Step 9: To view the details of your upload, click on the Details button.



Step 10: Here you can see the number of Partners, Branches and Products that have been Inserted, Updated and Failed to import.



Step 11: If some of your data have failed to import, the Validation Errors are shown in a list view.

Was this article helpful?
Cancel
Thank you!