Where do I get a template for my member spreadsheet?

Where do I get a template for my member spreadsheet?

You can download a customized template CSV file to use for your member list from your member library. Click "Add" at the top of the page, select "Multiple Members" and you will see the option to download a template. It will include any custom attributes to the right of the default member attributes. Remember: Leave all columns in the sheet in their original order or you may get an error message when you upload it.

    • Related Articles

    • Troubleshooting Errors While Uploading Your Member Spreadsheet

      Uploading members to your ecosystem in PARTNER CPRM™ and seeing 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 ...
    • 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 ...
    • 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 ...
    • Data Dictionary Template for PARTNER CPRM

      This Data Dictionary Template provides a structured framework for standardizing data entry, ensuring consistency, and maximizing the PARTNER CPRM platform’s capabilities. We recommend downloading it and customizing it with your Member attributes, ...
    • What are the formatting requirements for uploading my member list?

      The spreadsheet should be a CSV file and include all default PARTNER CPRM attributes, with a header and column for each, using the exact name of each attribute as it appears in the platform, followed by your custom attributes in the order they appear ...