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Step 28 of 47

Bring your partners and prices over

Upload a spreadsheet of partners or prices, check every row, then bring them in.

PartnersPrices Bring partners over

Switching from another app? Bring your partners and your prices over from a spreadsheet. You see every row first, and nothing changes until you say so.

  1. 1

    Save your list as a CSV file

    For partners, a Name, Phone, Email and Pay column. For prices, two columns: what it is and its price. Tap Download a sample file to see one.

  2. 2

    Upload it

    On Partners, tap Bring partners over. On Prices, tap Bring prices over. Pick your file and tap See what will come over.

  3. 3

    Check each row

    Each row says what will happen: added, changed, already here or left out, with the reason for any problem.

  4. 4

    Bring them in

    Tap Bring in when it looks right. Partners can get an app invite only if you tick the box.

Still stuck?

Tell us what you're trying to do and we'll walk you through it.

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