Match and auto-sync Partners and Products from Agentcis database.
Match and Auto-Sync
No more worrying about keeping your partners and product details up to date. Just enable the match and auto-sync feature and relax. This feature will automatically match manually added data with Agentcis master database and upgrade it for you.
To enable Match and Auto-Sync in Partner and Product, please follow the given steps:
Step 1: First go to the Partners list page from the Side Navigation Bar.
Step 2: Select the existing Partner you want to Match with the Master Database.
Step 3: Above the Partner’s picture, turn the Auto-Sync toggle to ON.
Step 4: Select the Partner from the Master Database to be matched with.
Step 5: Select the Branches to match.
Step 6: Now select the Products to be matched. You can select to Sync the fees of the Products as well.
Step 7: Click on Sync Now.
Partner Product Bulk Import
Adding Partner Product in bulk feature has now been enhanced.
You can simply go to the service page, and update Partner Product data in bulk.
To do so follow the given steps:
Step 1: First go to the Service page from the Side Navigation Bar.
Step 2: Click on the +Add New button.
Step 3: Select whether to import Partners or Products. You can also import from the Agentcis Master Database.
Delete Partners Directly
Deleting your Partners can be done easily and faster than before. Now you can directly delete your Partners, without having to delete all their Products first.