Trading Networks 10.7 | Administering and Monitoring B2B Transactions | Trading Networks Administrator's Guide | Onboarding New Partners | Uploading Partner Information
 
Uploading Partner Information
 
Uploading Partner Information from a Spreadsheet
Adding Partner Information Using the Quick Add Feature
The administrator starts the onboarding process for one or more partners by uploading a spreadsheet that contains basic information about the partners. At a minimum, the spreadsheet can contain the partner’s name and email address. The administrator can download the sample template provided, enter and save the information, and upload the file.
Alternatively, the administrator can start the onboarding process for a single partner by using the Quick Add feature.