View Partner Accounts

Overview

Effective partner profile management is crucial for the success of any partner program, as it underpins all subsequent partner interactions and processes within the platform. The 'View Partner Accounts' feature serves as the central hub for administrators to oversee and manage the foundational data of their partner network. From here, administrators can perform essential tasks such as adding new partners, updating existing information, and ensuring data quality through import and export functionalities. This centralized management ensures that all partner-related activities, from onboarding and training to sales and incentives, are based on accurate and consistent information.

This module also empowers administrators with robust filtering and customization options, allowing them to tailor their view of partner accounts to specific needs. Whether segmenting partners by type, tier, or other custom criteria, these tools facilitate targeted communication, program adjustments, and performance analysis. The ability to create and save custom views further streamlines administrative workflows, making it easier to monitor key partner groups and respond proactively to changes in the partner ecosystem.

Accessing and Viewing Partner Accounts

Click Onboard → Partners → Partner Accounts.

Exporting Partner Account Data

Click Add.

This modal window allows administrators to configure and export partner account data from the platform. It provides options to select the desired export file type, define the scope of the data to be exported (export type, record range, and specific fields), and choose which attributes (columns) to include in the output. This functionality is crucial for data analysis, reporting, and integration with external systems, enabling administrators to extract specific partner information for various business needs. The interface also supports saving frequently used export configurations for efficiency and consistency, although that specific functionality is not fully visible in this view.

Select the desired attributes to include in the export file by clicking on them.

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Importing Partner Account Data

Click Import.

The View Imports screen displays a list of all configured data import jobs within the Onboard module. This screen allows administrators to manage existing import configurations, which are crucial for populating the platform with partner accounts, prospects, and other foundational data, either manually or via CRM synchronization. Each entry provides details about the import, including its name, the attached file, the entity type it targets, and whether it's set for automatic updates. Administrators use this view to monitor import statuses, modify settings for scheduled imports, or initiate new import processes.

Click the pencil icon next to the 'NewAcc' import to modify its configuration.

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This screen, titled 'Add/Edit an Imports', is part of the Partner Profile Management workflow within the Onboard module, enabling administrators to configure and manage data import tasks. It allows for the bulk creation or update of partner accounts and related entities, which is crucial for efficiently populating the platform with partner data, especially during initial setup or when integrating with external systems like CRMs. The form captures essential details about the import job, such as its name, the specific entity type being imported, and the source file. It also provides options for handling external IDs and automating updates, ensuring data consistency and reducing manual effort in maintaining partner records.

Click Next to proceed with the import configuration after providing the necessary details.

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Import Information

This screen is part of the import process for partner accounts, specifically designed for mapping fields from an uploaded data source to the platform's internal fields. It allows administrators to review the columns from their import file and associate them with the corresponding data fields within the UPM. This mapping ensures that when the import is executed, the data is correctly categorized and stored in the partner account records, which are foundational for all subsequent partner management activities across the Onboard module and other modules. The screen displays a preview of the available fields for mapping, enabling administrators to select which data points to import and how they align with the platform's data model.

Click the "Next" button to proceed with the import process after selecting and mapping the desired fields.

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The Import Details screen provides a comprehensive overview of a specific data import operation within the Onboard module. This screen displays key information about the import, such as its name, the source file, and whether it involves external IDs. It also details the configuration of the import, showing how columns from the imported Excel file are mapped to specific attributes within the platform. This allows administrators to verify the mapping settings, understand the scope of the import, and troubleshoot any issues by reviewing the error report. This screen is crucial for ensuring data integrity and successful bulk creation or update of partner records, contacts, or other entities in the system.

Review the details of the data import, including the import information and configuration details.

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Import Configuration Details

Click the Onboard breadcrumb to return to the Onboard module's main page.

Managing Partner Accounts

This dialog box, titled 'Delete Record List', is displayed when a user initiates a bulk deletion action for multiple partner accounts. It provides a summary of the records selected for deletion, allowing the user to review the list before confirming the permanent removal of these partner accounts from the system. Each entry in the list includes the partner's name and an option to remove that specific partner from the deletion queue, providing a final opportunity to deselect records that should not be deleted. This step serves as a critical safeguard to prevent accidental or erroneous mass deletions, ensuring data integrity within the platform.

Review the list of partner accounts selected for deletion and click "Delete" to confirm their removal.

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Click Create View.

Customizing and Filtering Partner Account Views

This filter configuration dialog allows administrators to customize the display and filtering options for partner account lists. It provides a flexible way to manage which data fields are visible as columns in the main list view and which fields can be used to filter the displayed records. By selecting specific fields to display, users can tailor the list view to show the most relevant information for their current task, improving data accessibility and operational efficiency. The ability to save filter configurations enables quick access to frequently used views, streamlining workflows for managing partner accounts.

Select 'Account Name' from the 'Select Fields to Display' section to add it to the 'Selected Column to Display' list.

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The View Partner Accounts screen displays a comprehensive list of all partner organizations registered within the platform. This list serves as the central hub for UPM administrators to manage their partner ecosystem, providing an overview of each partner's key details and status. From this screen, administrators can perform various actions such as adding new partners, editing existing records, importing bulk data, or exporting the list for external analysis. The table view allows for quick scanning of essential partner information, facilitating efficient partner management and enabling administrators to identify specific partners for further action or review.

Click the Filter button to refine the displayed list of partner accounts based on specific criteria.

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This screen displays the filter configuration panel, which allows users to define specific criteria for narrowing down the list of partner accounts. Users can apply filters based on various partner attributes such as account name, annual revenue, location, employee count, partner type, website, and zip code. This functionality is crucial for segmenting partners, identifying specific groups for targeted actions, or simply finding particular records efficiently within the Partner Accounts list view. The panel supports both basic and advanced filtering options, enabling precise data retrieval for administrative tasks or reporting purposes.

Configure the filter criteria by selecting column names, operators, and search text values, then click "Apply" to filter the partner accounts list.

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This filter configuration screen allows administrators to define and apply advanced filtering criteria to lists of partner accounts. It provides a structured way to build complex queries using multiple conditions, operators, and values, enabling precise data segmentation for reporting, management, or targeted actions. The ability to save filter configurations streamlines repetitive analysis tasks and ensures consistency across different user sessions or team members. This advanced filtering capability is crucial for managing large partner ecosystems, allowing administrators to quickly identify specific groups of partners based on various attributes such as account details, performance metrics, or engagement levels.

Configure the advanced filter by selecting fields, operators, and values, then click "Apply" to filter the partner accounts.

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