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Mihir Sharma
Written by Mihir Sharma

How to Import Partner and Products from Agentcis Database?


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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