CSV INTEGRATION

No CRM? No problem

Import CSV data directly into Partnered. With Partnered, the data you chose is uploaded instantly and you can update whenever you want.

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.

About Partnered

Partnered brings together everything that’s required to drive the most measurable revenue from your partnership ecosystem.

How it works

Connect your sales team with partners that have already closed their prospects to get introductions, recommendations, or strategic information
Join the Network

Instantly create profiles for your sales team in just a few clicks using your CRM

Connect with Partners

Increase your entire
sales teams network by inviting partner sales teams to connect

Invite your Sales Team

Invite your sales team to their pre-populated profiles/network. No work required

Eliminate Cold Outreach

Say goodbye to wasting hours per day cold prospecting. Only warm intros moving forward!

See how it works