Ecosystem Member Upload Spreadsheet Template
This spreadsheet template is used to upload multiple members to your ecosystem at the same time, along with contact info, GIS data, and other member attributes.
Ecosystem Member Upload Template
Use this spreadsheet to add ecosystem members in PARTNER CPRM. You can also download the spreadsheet from within the platform itself.
Related Articles
Troubleshooting Errors While Uploading Your Member List
Uploading members to your ecosystem and get an error message? Don't panic! The members and attribute data in your member list must be formatted according to our template specifications or you may generate an error message when you try to upload it to ...
Upload Multiple New Members
This article shares how to create multiple ecosystem members in your member library in PARTNER CPRM by uploading a CSV spreadsheet. To learn how to add an individual member to your member library, read our article: Create a Member Experiencing ...
Edit a Member
This article shares how to edit an existing member of your ecosystem after you create them. Currently it is only possible to update members individually. Our Product Team is working on developing a new platform feature allowing you to update multiple ...
Using Email Template Variables
This article will explain how to use email template variables to personalize your emails for each of your ecosystem members. How to Use Email Template Variables: Step by Step Instructions 1. Log in to your PARTNER CPRM account and open your ...
Create a New Member Group
This article shares how to create a new member group with ecosystem members in your member library. NOTE: You must add or upload your ecosystem members before you assign them to groups. How to Create a New Member Group: Step-by-Step Instructions 1. ...