Bulk Creating and Updating Partners

You can quickly migrate many partners from another system into your network by using our Import Partners feature. This feature takes a comma-separated values (CSV) file, which you can create with a spreadsheet program (like Microsoft Excel), a CSV file editor, or a simple text editor.

The steps for importing new partners and updating existing partners are slightly different. The list of all available partner fields is available in the List of Partner Fields section.

How to Import New Partners

The first step is to create a CSV file, with the header row containing the fields you have information for. There are six required fields for new partners, shown in the header row below. You can add any of the other few dozen fields to your header, if you have data for them.

company,email,address1,city,region,country,zipcode

You can also download that header as a basic template:

Download import new partners template

Tip: The order the fields appear in doesn’t matter.

Once you create the CSV file, input your partner information.

How to Update Existing Partners

To update partners in bulk, you also create a CSV file as described in the above section. The header row works differently: you must include the id field, so you can tell TUNE which partners to update, then include the fields you want to update for all of the partners in that file.

Note: If you don’t include the id field, TUNE assumes you want to create new partners instead of update existing ones.

For example, if you want to change the status of a few partners from “pending” to “active”, your CSV file would look like:

idstatus
2152active
1004active
1612active
1440active
1182active
2278active

Tip: If you’re planning to update a significant number of existing partners, consider exporting your partneres as a CSV file to modify and re-upload.

Uploading Your Data

To import or update partners, go to Company > Customize Application > Import Data > Partners.

On that page, attach the file and click Upload. Once submitted, the file will begin processing. Depending on the volume of changes, the import can take up to 30 minutes to process. Once completed, you will see a new “Import Complete” notification on your Snapshot page.

If the message says any partners failed to save: Click on that message to see details of which partners didn’t get processed along with why. If you can’t see how to correct the problem in your CSV file, contact our customer support and have your CSV file and this error message available.

List of Partner Fields

Fields marked with * are required for new partners, and optional for existing partners.
Fields marked with ** are required for updating partners, and should not be included for new partners.
All other fields are optional. Do not include the * symbols when making your header rows.

Column NameDescriptionAccepted ValuesExample
company *Name of the partner/companyUp to 255 characters. If partner is an individual, use their first + last name in this fieldTest Company– or –

 

John Doe

email *Email address of user for this accountany valid email address:
[email protected]
[email protected]
address1 *Main addressUp to 255 characters123 Demo St.
city *City in addressUp to 255 charactersSeattle
region *State or region in addressUp to 255 charactersWA
country *Country in addressTwo-letter capital letter country codeUS
zipcode *Zip code of addressValid zip/postal code98101
id **The ID for an existing partnerNumeric value. Must be existing partner ID number. Only use when updating partners1004
first_nameFirst name for partner. Can be used instead of company name if individualUp to 255 characters. Only use when creating partnersJohn
last_nameThe last name of the partner. Can be used with first name instead of company nameUp to 255 characters. Only use when creating partnersDoe
passwordPassword used to login to partner interfaceMust be more than 4 characters in length. If no password is entered on creation, a password using the firstname + zipcode in lowercasescott98121
address2Secondary address for companyUp to 255 charactersSuite 200
account_manager_idID of the employee assigned to manage this partnerNumeric value. Must be valid ID in system of employee20
statusStatus of partner accountactive, pending, blocked, deleted, or rejectedactive
titleJob position at company for userUp to 255 charactersMedia Buyer
phonePhone number of company+(country code + area code + number)+12065181318
faxFax number of company+(country code + area code + number)+12065181318
signup_ipThe IP address that the user signed up from4 Numeric values separated by decimals:
XXX.XXX.XXX.XXX
45.121.240.70
ref_idReference ID for this partner account for another systemUp to 255 characterstest123
websiteWebsite of companyDoes not work with “http://” prependedwww.example.com
referral_idThe ID of the partner account that referred this oneNumeric value. Must be existing partner ID number908
full_nameWhole name of the partner. Will be split into first_name and last_name at the first spaceMust be an acceptable first_name entry and last_name entry, separated by a spaceJohn Doe
blocked_reasonDescription of reason why status is set to blockedAny textExample reason for being blocked
tagsTags applied to partnerExisting tag names separated by commas, wrapped in quotation marks ( “” )“Red,Blue,Green”

Applying Classifications

To apply partner classifications via CSV upload, use the classification type name in the header row and use the classification itself as the value. Accepted classification type names are:

  • Channel
  • Conversion Type
  • Incentive
  • Media Placement
  • Operating System
  • Vertical

For example, you can apply the “Non-incent” classification (of the “Incentive” classification type) to three partners with a CSV file that looks like this:

idincentive
1002non-incent
1014non-incent
1032non-incent

Classifications applied via CSV upload are added to any existing classifications.

Note: Applying classifications via CSV upload follows the same restrictions as the TUNE platform. Keep in mind that partners only accept a single classification for certain classification types.

“What If I Need Other Fields?”

This feature is limited to core partner fields. If you need to change something relating to a partner, you can do so directly in the platform or (for enterprise accounts) through the Network API.

Known Issues with CSVs

Details on this are covered in our Bulk Creating & Updating Offers article.