With the bulk upload option, it’s even easier to get multiple partners added to your upcoming event or project.
Downloading the CSV Template
Inside of the host dashboard, get started on the Individuals tab. The upload icon in the top right corner will guide you through the process with an available CSV template.
Uploading the Partner List
Simply download the template, add first names, last names, emails, and tags for all your individuals and then upload the file. All individuals will be added (but not yet invited) into your PartnerHQ project.
Auto-Generated Organizations
If individuals are added without an associated organization, the system will automatically create a corresponding organization using their name (e.g., 'Firstname Lastname's Organization'). This often applies to athletes or speakers. These auto-generated organizations simplify their inclusion in the project while also allowing for the future addition of an athlete's coach or a speaker's admin as needed.