Upload Multiple Members

Upload Multiple 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 problems while uploading your member spreadsheet? Read our Troubleshooting Guideto address the problem and get more information.

How to Upload Multiple Members to Your Library: Step-by-Step Instructions

1. First, login to PARTNER CPRM and open your ecosystem.

2. On the lefthand side of the screen, click "Members" within the ecosystem navigation menu to open your ecosystem member library.

3. Within your member library, click "Add" at the top of the screen.

4. In the dropdown menu that appears, click "Members From File"



6. In the modal window that pops up, click "Download Member Spreadsheet."



5. After it finishes downloading, open the spreadsheet and add your member info and data, one member per row, including all the required fields: 
  1. Primary Organization
  2. Node Label (2-5 letters - anything longer will not display properly)
7. Add optional GIS Map data to conduct place-based analysis later. Search for a place or address to add it automatically. Otherwise, add the following pieces of info:
  1. Address
  2. City
  3. Province
  4. Postal Code
  5. Country
8. Add optional member attributes, which allow for more types of analysis later. You can add custom member attributes later.
  1. First and Last Name
  2. Email
  3. Job Title
  4. Website
  5. Phone Number
  6. Sector
  7. Primary Org Function
NOTE: Do not delete any attribute columns from the spreadsheet, even if you are not using them. Leave the data cells empty, but keep the column there, or you produce an error during uploading.
9. Save the file as a CSV file.


10. Return to the member library, click "Add," click "Members From File."

11. In the modal window that pops up, click "Upload Member File" and select your saved spreadsheet.



11. Take a moment to review all the fields and data and ensure it matches. If not, click "Back."

12. Once ready, click "Add" to complete the upload.



12. Return to your member library to view your newly added members to ensure their info and data is correct.
Experiencing problems while uploading your member spreadsheet? Read our Troubleshooting Guide to address the problem and get more information.

    • 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 ...

    • 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: ...

    • 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 ...

    • Create a Member

      This article shares how to add an ecosystem member to your member library in PARTNER CPRM. To learn how to add multiple members to your member library by uploading a spreadsheet, read our article: Add Multiple Members in Your Member Library. How to ...

    • Create a Member Group

      This article shares how to create a member group with ecosystem members in your member library. You must add or upload your ecosystem members before you assign them to groups. How to Create a Member Group: Step-by-Step Instructions 1. First, login to ...