--- title: "Importing Partner and Product in bulk" description: "Bulk Importing Partner and Products through Excel file" url: https://support.agentcis.com/en/articles/153-importing-partner-and-product-in-bulk collection: "Managing Partners and Products" updated: 2026-10-29 language: en --- # Importing Partner and Product in bulk Bulk Importing Partner and Products through Excel file Manually uploading data for each partner and product can be a time-consuming task. To simplify this process, Agentcis provides a **Bulk Import** feature that allows you to upload all your partner, branch, and product information at once using a structured Excel/CSV template. This article provides a step-by-step guide on how to use the bulk import feature efficiently. ## **Before You Begin** Ensure that your user profile has the necessary **permissions enabled** to access the **Data Import** functionality. Without the required access, the import option may not be available. The following permission mentioned in the screenshot below is required to access the data import: ![](https://staticfiles.gleap.io/ghelparticle/1PYdbGayG5gGLZ6L4d6xkWK6G5eiJ0zTL7MZjJo4xQOFicxGGNCMeFRdkOBmbJ2NzqVqacWAhKn.png) ## **Steps to Bulk Import Partners and Products** ### **Step 1: Go to Settings** Click on the **Settings** button in the Agentcis dashboard. ![](https://staticfiles.gleap.io/ghelparticle/LBQzsaiN1M80SaTXP0UbGlVqqN3E8jtr8gPpvI1i15myhUdFKyVKAbjLgsFDb7YaWpdKVzd7x5M.png) ### **Step 2: Select Data Import** From the left-side menu, choose the **Data Import** section. ![](https://staticfiles.gleap.io/ghelparticle/MzGAEeVoq19Er0A1F2mmrfW9w7cY9ATFEWeayfWA6Ta7DWFpC1I1oXq4QBV6Im9OV8rjD9vneIh.png) ### **Step 3: Choose Import Option** Click on the **Import Partner & Product** button to begin the process. ![](https://staticfiles.gleap.io/ghelparticle/4V1XlJDRcWnnw8ZVZeDJMLB1PRRHmO8L7Nj7Pg86bbCdthnvhWDPOI2QUvTdfG6tJWhvC0LcyhY.png) ### **Step 4: Download the Import Template** Download the template file provided. This template ensures your data is formatted correctly for the system to process. ![](https://staticfiles.gleap.io/ghelparticle/cpWhYSqpn4Kb02ipVGfHYmahHvbysukF4DbUpMa0lL8uhfHvgDrpsvzIMma54PSFHeEMbniPYNG.png) ### **Step 5: Select Required Fields** Before uploading the data, select the following values from the system: - **Master Category:**This refers to the primary classification of the partner organization. **Example:** - _Education Provider_ - _Migration Agent_ - _Health Insurance Provider_ - **Workflow:** This refers to the process you follow to provide the service. - **Partner Type** (e.g., University, College, Service Provider) - **Product Type** (e.g., Course, Program, Service) ![](https://staticfiles.gleap.io/ghelparticle/X05FcGWpytzxGbP18rXjzlCesnsfaTNeq94L7S5f8bPMMkVum4WKYejpXwJmy65D4VhXN88BLcF.png) ## **Step 6: Fill in the Template** Open the downloaded template and enter the necessary details about your **Partners**, **Branches**, and **Products**. Fields marked with an asterisk (\*) are **mandatory** and must be completed. ![](https://staticfiles.gleap.io/ghelparticle/5LABA66OPWAlG06yxhkZGSchrjg10UrLrpTDSTI68xfqiq8YH5ZtOakL4B0g5660S4vSAG36iqy.png) ### **Format Guidelines** ### 🔹 Partner Data

		FieldFormatExample
*Partner Name	Text	ABC University
Partner Email	Valid email	info@abcuniversity.edu
Registration Number	Numbers only	12345678
Currency Code	From dropdown list	AUD
Street	Text	123 Main Street
City	Text	Sydney
State	Text	New South Wales
Zip Code	Numbers only	2000
Country	From dropdown list	Australia
Phone Number Country Code	From dropdown list	+61
Phone Number	Numbers only	412345678
Website	URL	www.abcuniversity.edu

### 🔹 Branch Data

		FieldFormatExample
Partner Email	Email of the partner	info@abcuniversity.edu
Branch Name	Text	Melbourne Campus
Branch Email	Email	melbourne@abcuniversity.edu
Phone Number Country Code	From dropdown	+61
Phone Number	Numbers only	398765432
Street	Text	456 Queen Street
City	From dropdown	Melbourne
State	Text	Victoria
Zip Code	Numbers	3000
Country	From dropdown	Australia
Head Office	Text	Main Campus
Contact Person Name	Text	Jane Doe
Contact Person Email	Valid email	jane.doe@abcuniversity.edu
Contact Person Phone Country Code	From dropdown	+61
Contact Person Phone	Numbers only	423456789

### 🔹 Product Data

		Field Format Example
Partner Email	Must match a partner record	info@abcuniversity.edu
Product Name	Text	Bachelor of Science
Revenue Type	Text (e.g., Commission, Fixed)	Commission
Branch Name	Text	Melbourne Campus

## **Step 7: Upload the Completed File** Once the template is filled out correctly, upload the file back into the system through the **Import Partner & Product** section. ![](https://staticfiles.gleap.io/ghelparticle/ar9jEKfbVQU8mXlF3wusC5X98jzw0NmP8UoC9YWtEI4zMl3jLIbwthrTS6obFeTlm04coWZo1NB.png) ## **Step 8: Start the Import** Click the **Import** button to begin the bulk upload process. ![](https://staticfiles.gleap.io/ghelparticle/9xHUAAh95Cj3iH1HwAlAQ0BTavfv9eC3TUgtjotze3nB0nb8sOvvxKwJzNErvgY3pHv57A5SL72.png) ## **Step 9: Review Import Details** After the import, click on the **Details** button to view a summary of your data import from the list of the import. This will show: - Number of records **Inserted** - Number of records **Updated** - Number of records that **Failed** ![](https://staticfiles.gleap.io/ghelparticle/NbsL3nyRR4gizCydSNLwbgQN8exF1w7WmU79gYGuGLfrEUGE6wCdeCexQp4m21TEMv7ZekRNXHN.png) ## **Step 10: Resolve Validation Errors** If any records fail to import, Agentcis will provide a list of **Validation Errors**. This allows you to quickly identify and correct issues in your data (e.g., missing mandatory fields, incorrect formats, invalid dropdown values). > **Example:** > Error – _Currency Code "AUDD" is invalid_ > Fix – Update to correct code: **AUD** ![](https://staticfiles.gleap.io/ghelparticle/PCgMqbVEENB7dYLYA0bseESCaBG9n4JoDPbQSsTiCCa12Nev5rqiWs5wSMsMQJudA8wNpglNIsF.png) ## **Step 11: Final Status - Completed** After correcting any errors and successfully importing all data, the import status will update to **"Completed"**. ![](https://staticfiles.gleap.io/ghelparticle/LobF4HPHiPlJ5lUfqxw9TvFtJnzCie6WzGniMp1wDPSEfXOxy8HT2qT5QiPecXSs9cZVWsKxMyN.png) ## **Final Tips for Successful Importing** - Avoid changing or deleting column headers. - Ensure all mandatory fields are filled in correctly. - Use values from dropdown lists where applicable (e.g., Country, Currency Code). - Keep phone numbers in numeric format only. By using the bulk import feature in Agentcis, you can save time and reduce manual errors—making it easier to set up and manage your partner and product data efficiently.