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,please confirm you have the following permission
You can now bulk import Partner and 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 about your Partners and Products.
Note: The fields marked with * are mandatory.
Please make sure that the following formats are maintained which are filled in CSV/excel template. Some of them may have Asterisk "*" which is a mandatory format which is needed to be completed.
For partners:
Partner Name: Text name.
Partner Email: The email address of the Partner.
Registration Number: Number Digits.
Currency code: Select the currency code from the dropdown list.
Street: Street name.
City: City name.
State: State name.
Zip code: Code number.
Country: Select the Country name from the dropdown list.
Phone number country code: Select the phone number country code from the dropdown list.
Phone number: Number Digits.
Website: Website Link.
For Branches :
Partner Email: Email address of the Partner.
Branch Name: Name of the branch.
Branch Email: Branch Email address.
Phone number country code: Select the country from the dropdown list.
Phone number: Number digits.
Street: Street name.
City: Select the City name from the dropdown list.
State: State name.
Zipcode: Zip code number.
Country: Select the Country name from the dropdown list.
Head office: Head office name.
Contact Person Name: Name text.
Contact person email: Email Address.
Contact Person Phone Country Code: Select the Code number from the dropdown list.
Contact Person Phone: Phone number.
For Products :
Partner Email: Email Address.
Product Name: Name of the Product.
Revenue Type: Type of the Revenue.
Branches Name: Name of the branch.
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.
Step 12: After you have completed setting up, make sure that the following formats are maintained and filled for each field. Once it is done, The status will show "Completed".