Uploading Partner Information from a Spreadsheet

B2B Integration : Trading Networks Administrator's Guide : Onboarding New Partners : Uploading Partner Information : Uploading Partner Information from a Spreadsheet

To upload partner information from a spreadsheet

1. In My webMethods: Administration > Integration > B2B > Partner Onboarding > Import Information.

2. On the Upload From File tab of the Upload Partners page, click Browse.

3. Locate and select the spreadsheet file (in .csv format) containing the partner information, and then click Open.

Note:

You can also download the sample template provided on the Import Information page, enter and save the information, and upload the file.

4. Click Upload Partners.

Note:

The spreadsheet must comply with the header information provided in the import template of Import Information page. It must contain, at a minimum, the partner name and email address. If other information about the partner is supplied in the spreadsheet, the spreadsheet must also contain the partner's external ID.

5. Click the down arrow next to Upload Errors and Successful Uploads to view the results in the Upload Results area. Correct any errors that may have occurred.

Note:

You can click the Status icon to view messages related to the upload in the Messages tab. Messages include upload confirmation and error messages. If an error message appears, you can click the StackTraces tab to see the stack trace report for the error.

If successful, Trading Networks sets the status of the partner to New.

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