Relationships - Bulk upload - Import multiple relationships using excel, .csv or a Google sheet

In this article, we will understand how to upload a report to add all your Partnerships on Pronto at once instead of Adding relationships one by one by clicking on Add relationship button everytime to create an account.

When you register for an account on Pronto and login, you will see the Ecosystem page. You will see a sample relationship card already created with sample data populated. The Ecosystem page shows all your partnerships aka Relationships (in Pronto) either in a card or a list view. To manage your Marketplace listings and to tag the solutions as per partner, a relationship needs to be created on Pronto. Once the relationship is created, you can add Solutions pertaining to that partner and publish them as Marketplace listings on your Marketplace. If you have 5-10-15 partners, instead of manually creating each relationship, Pronto provides you an option to upload a report or link a google sheet to add all the relationships at once.

This article outlines a series of steps to do the following

• Upload a .xslx or a .csv file to create relationships
• Add a google sheet to create relationships

Pre-requisite

• An excel sheet with relationship data (Relationship name, Relationship type, Priority, Company name, Company domain and all required info)
• A google sheet with relationship data

Upload a .xslx or a .csv file to add relationships

1. Login to Pronto and click on the "Add relationship" button on the top right. To upload an excel file or a csv report, select the option "Report".
   
   
   
   
2. Select the excel file or the csv report that you wish to upload. You will see the "Select and map data columns" pop-up. Match the System fields to the Report columns.
   
   Your excel file report should contain the following headers for the report to be imported and for the relationships to be created successfully. Please use the excel file enclosed in this support article for reference to upload your partnership report. 

    

   Excel columns to upload report	Description
   Source Record ID*	Serial number
   Relationship name*	Name of the relationship that you would like to create on Pronto. (For ex: Pronto | Acme Corporation)
   Relationship Type*	Type of Partnership between you and your partner.
   Partner Company name*	Name of Partner company
   Partner Company domain(s)*	Domains associated with partner company
   Priority*	Set priority as per partner (High, Medium, Low)
   Relationship owner email(s) (Optional)	Email address of the relationship owner
   Relationship collaborator email(s) (Optional)	Email address of relationship collaborator

   
   All required fields are denoted by *
   
   
   
   
3. Once you click on Save, you will see a pop-up on the screen as shown in the screenshot below.
   
   
   
   
4. Once you refresh the page after a few minutes, you will see that all the partnership cards are created as seen below. You can click into each one of it separately and add more details as required. 
   
   

Add a google sheet to add relationships

1. Click on the Add relationship" button on the top right. To upload a Google sheet, select the option "Google Import".
   
   
   
   
2. On the File URL window, enter the Google spreadsheet's URL and click on "Fetch".
   
   
   
   
3. Select your Google account on the pop-up window. 
   
   
   
   
4. Click on "Allow"to continue linking the Google sheet. 
   
   
   
   
5. On the Select and map data columns, click on the drop down menu and match the System fields to the "Spreadsheet columns" and click on Save. 
   
   
   
   
6. Once you click on Save, you will see a pop-up on the screen as shown in the screenshot below.
   
   
   
   
7. Once you refresh the page after a few minutes, you will see that all the partnership cards are created as seen below. You can click into each one of it separately and add more details as required. 
   
   

If you have any questions or need help, contact support@gopronto.io.