SponsorFlo Logo

Navigation

Import/Export Partners

Import partner data from CSV or export existing partners

Import Partners

CSV up to 10MB

Import Guidelines

  • Use the provided template for best results
  • Required fields: Name, Status
  • Date format: YYYY-MM-DD
  • Status values: active, inactive, prospect, former
  • Tier values: bronze, silver, gold, platinum

Export Partners

Export all partner data including agreements, contacts, and performance metrics.

Export Includes

  • Partner basic information
  • Agreement details and values
  • Contact information
  • Performance metrics
  • Partnership timeline