HELP CENTER

While you and your partners will realize the most value when you are both CRM connected, uploading customer or account spreadsheets partner’s have shared is an immediate way to identify new joint opportunities. Whether you’re new on PartnerTap and not ready to invite partners for real-time sharing, or your partners aren’t ready to sync their CRM, you can get immense value from a manual spreadsheet upload.

Step-by-step instructions

Partner spreadsheets no doubt arrive in a wide range of states. Here are six requirements for preparing account lists for manual upload into PartnerTap:

1. It must be a .csv file.
2. It cannot be a multi-tab workbook (you will need to save each tab as individual workbooks and then .csv files).
3. It must include at a minimum two columns: Account Name and Account Type (i.e. customer or prospect). If your partner emailed you this list saying “These are my current customers”, then simply add an Account Type column and make the value in every cell “Customer”. This is an important field, so it’s important to have the correct “Customer” or “Prospect” value for every account. It is okay to have sheets with only customers, only prospects or both in one file as long as each account is assigned appropriately.
4. Make sure every column header has a name.
5. Delete the 10-15 columns following the last column with data to avoid uploading errors caused by random values in those cells.
6. Include as much data as possible to increase account matches.

For guidance on the type of information that can be included in account sheets, review this CSV GUIDE and download and share this SAMPLE SHEET.

We recommend asking your partners for as many account and location details as possible. We know that account data is never perfect or complete – but including whatever account level data they can share with you will improve your account mapping results.

When your sheet(s) is ready for upload take the following steps: 

1. Navigate to the left-hand side menu and select “PARTNERS” then “SHEETS”. This will take you to the Partner Sheet upload history page.
2. At the top of the “PARTNER SHEETS” page, click on the tab called “UPLOAD”.
3. Add your partner’s .csv account list file by drag and drop or by clicking “SELECT CSV FILE”.
4. Select the Partner Org to associate this list to. To search for an org, click into the drop down menu and start typing the name. If the org does not yet exist, select “NEW PARTNER ORG” and add the partner. If you want to keep the sheet private to you, select “VISIBLE ONLY TO ME”.
5. Add a file name that includes your partner’s name, and a description of the data in the .csv. Click “UPLOAD”.
6. PartnerTap will begin mapping the columns from your spreadsheet to our required columns, Account Name and Account Type. Columns that have been mapped have a green checkmark next to them.
   
   
   1. Confirm the columns have been mapped correctly by reviewing the sample data pulled in from the column.
   2. Use the drop down menus to choose a different column if necessary (e.g. our standard column is “Account Name” which might be called “Company Name” in your file).
   3. When ready, click “CONTINUE”.
7. Next you will confirm the recommended columns have been mapped correctly. Columns that have been mapped have a green checkmark next to them.
   
   
   1. Confirm the columns have been mapped correctly by reviewing the sample data pulled in from the column.
   2. Use the drop down menus to choose a different column if necessary.
   3. When ready, click “CONTINUE”.
8. Select any additional custom columns you want to include in the upload. These are not used in account mapping but are important for enhancing reporting granularity and building hyper-targeted action lists. You will still have full control over which columns are shared to each partner. When ready, click “DONE”.
9. To add additional sheets, click “ADD ANOTHER SHEET” and repeat steps 3-8.