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.
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 ...
Member List Upload FAQs
These are common questions asked during the member list upload process with helpful answers, information, and advice from our team. Member List FAQs: If your question is not addressed, check the community forum or contact our team: ...
Add Multiple Members in Your Member Bank
This article shares how to add multiple ecosystem members in your Member Bank in PARTNER CPRM. Note: If you need to register for a free trial account, click here. To learn how to add an individual member to your Member Back, read our article: Add a ...
Ecosystem Members FAQs
Who should I add as a member in my Ecosystem? The decision of who to include as a member in your ecosystem or network is a difficult one. We call this process bounding your network, as you are determining the boundaries of who you consider a member ...
How to Use Member Profiles
Member Profiles are a summary of all your contact info and relational data for an individual member of your ecosystem. They are a versatile reporting tool with multiple ways to use them. However, the core idea behind Member Profiles is the desire to ...