You can simply import all your partner’s with their products and even branch offices from our master database.

To do so, follow the given steps.

Step 1- Go to the Services page from the Dashboard.

Step 2 - Click on the Add New button.

Step 3 - Now select the Import from database option.

Step 4- Now, select the Workflow to process the partner's application.

[Note: if the relevant workflow is inactive or missing, you can directly create one from here.]

Step 5 - Select the Partner category, whether it is Education or Insurance

Step 6 - Click on the "Choose Partner and Product" button to proceed.

Step 7- Select the Country where your partner is located.

Step 8- Select the partners from the list.

Step 9- Select the Revenue type.

Step 10- Import the Partner.

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