Bulk Creating & 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.


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 offer 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:

id status
2152 active
1004 active
1612 active
1440 active
1182 active
2278 active

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 Name Description Accepted Values Example
company * Name of the partner/company Up to 255 characters. If partner is an individual, use their first + last name in this field Test Company– or –

John Doe

email * Email address of user for this account any valid email address:
[email protected]
[email protected]
address1 * Main address Up to 255 characters 123 Demo St.
city * City in address Up to 255 characters Seattle
region * State or region in address Up to 255 characters WA
country * Country in address Two-letter capital letter country code US
zipcode * Zip code of address Valid zip/postal code 98101
id ** The ID for an existing partner Numeric value. Must be existing partner ID number. Only use when updating partners 1004
first_name First name for partner. Can be used instead of company name if individual Up to 255 characters. Only use when creating partners John
last_name The last name of the partner. Can be used with first name instead of company name Up to 255 characters. Only use when creating partners Doe
password Password used to login to partner interface Must be more than 4 characters in length. If no password is entered on creation, a password using the firstname + zipcode in lowercase scott98121
address2 Secondary address for company Up to 255 characters Suite 200
account_manager_id ID of the employee assigned to manage this partner Numeric value. Must be valid ID in system of employee 20
status Status of partner account active, pending, blocked, deleted, or rejected active
title Job position at company for user Up to 255 characters Media Buyer
phone Phone number of company +(country code + area code + number) +12065181318
fax Fax number of company +(country code + area code + number) +12065181318
signup_ip The IP address that the user signed up from 4 Numeric values separated by decimals:
ref_id Reference ID for this partner account for another system Up to 255 characters test123
website Website of company Does not work with “http://” prepended www.example.com
referral_id The ID of the partner account that referred this one Numeric value. Must be existing partner ID number 908
full_name Whole name of the partner. Will be split into first_name and last_name at the first space Must be an acceptable first_name entry and last_name entry, separated by a space John Doe
blocked_reason Description of reason why status is set to blocked Any text Example reason for being blocked

“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.