What can you do with CSV Import and Partnered?
Import Data from CSV into Partnered:
- Instantly add your Account/Opportunity or CRM data in just a few clicks
- You have full control over what data is shared with Partnered
- You have granular controls over what data is shared with each partner
- GDPR & CCPA compliant
Export Data from Partnered into CSV/XLS:
- Instantly export Partnered account mapping data via CSV export
- You can include any data from your CRM as an additional field/column in the CSV
- Recommended for comprehensive analysis and uploading into marketing tools
About CSV Import
A CSV file (comma-separated values) is a plain text file that contains a list of data. These files can be used to exchange data between different applications in a universally accepted format.
If you have any data - whether from a CRM, Excel sheet, or anywhere else - you can import via CSV easily.
Partnered brings together everything that’s required to drive the most measurable revenue from your partnership ecosystem.