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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