Instead of adding partners manually, one at a time, an admin user can add many partners in bulk through Import Partner feature. To do this, a user needs to use a CSV (comma separated values) file that contains the partners' data. This feature will not work if you have multi-mode authentication enabled.
You can add multiple partners in one go using a csv file. You can download the sample csv file by following the link on the Import Partners window.
To go to the Import Partners window, click Partners > Partners > Import Partner and follow the link "Click here to download sample file...". Once you download the file, you can update the values for the columns therein based on your requirements.
The fields' value details (in the CSV file) as shown in the example below is only for one partner. Similarly, you can add multiple partners in the csv file.
| Sl no. | Fields in csv file | Possible value | Comment |
|---|---|---|---|
| 1 | Partner Name | Partner1 | Name of the partner. Values allowed: Alphabet and Alphanumeric. |
| 2 | Networks | Vendors,Customers | Name of the network. You can add multiple networks separated by a comma, for example, "N1,N2,N3". |
| 3 | Email(Optional) | partner1@abc.com | Enter the email id of the partner. This is an optional field. |
| 4 | Self Managed? | yes | Value for this field is Yes or No. If you say Yes, you need to set the values for the fields from Sl no. 5 through 10. |
| 5 | First Name | John | First name of the partner. |
| 6 | Last Name | Doe | Last name of the partner. |
| 7 | User Id | john_11 | User Id of the partner. |
| 8 | Email Id | john.doe1@abc.com | Enter the email id of the partner. |
| 9 | Role Name | Partner IT User | Enter the role name of the partner. |
| 10 | Password | J@hn1234 | Enter the password of the partner. |
| 11 | Is EDI Partner? | yes | Value for this field is Yes or No. |
| 12 | EDI Partner Email | partner1@abc.com | Enter the Partner email. |
| 13 | Partner ID | partner101 | Enter the Partner ID. The ID must be unique and it can be alphanumeric with minimum one character and maximum 15 characters. Only space and underscore are allowed. |
| 14 | Host ID | host101 | Enter the Host ID. The ID must be unique and it can be alphanumeric with minimum one character and maximum 15 characters. Only space and underscore are allowed. |
| 15 | Inbound Interchange Control No | 0 | Enter the last used Interchange control number. It cannot be more than 9 digits. |
| 16 | Inbound Group Control No | 0 | Enter the last used Group control number. It cannot be more than 9 digits. |
| 17 | Inbound Transaction Control No | 0 | Enter the last used Transaction control number. It cannot be more than 9 digits. |
| 18 | Outbound Interchange Control No | 0 | Enter the last used Interchange control number. It cannot be more than 9 digits. |
| 19 | Outbound Group Control No | 0 | Enter the last used Group control number. It cannot be more than 9 digits. |
| 20 | Outbound Transaction Control No | 0 | Enter the last used Transaction control number. It cannot be more than 9 digits. |
Uploading csv file to add partners in bulk
You can assign multiple custom roles, standard roles, or combination of both to a user. However, you can assign multiple roles only when GAC is enabled.
For example, if for assigning multiple role to a user, you would write "IT User, ABC" in the Role Name column of the CSV file. Multiple roles should be separated by a comma and in double quotes. The user who is assigned with multiple roles will see all roles in the drop down list while logging in for the first time. There, the user will have to choose one of the assigned roles.
Steps to add bulk users:
- Click Account > Users.
- On the Users screen, click Import Users.
Browse for the csv file and click Import.
- After you have clicked Import, system will start adding the users from the uploaded file.
- Processing notification shows that the users are being added. You can notice the increased count in the Users section on the left side of the screen. Click refresh to see the users being added.
- Added users will be automatically in Active status and listed on the Invite Users screen. The added users through bulk upload do not receive any email notification or invitation.
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