Import and export bulk records in Microsoft Partner Center Sales Connect

This document explains how to use the bulk import feature in Microsoft Partner Center Sales Connect. The feature exports and imports data to and from Excel, using a template provided by Microsoft. Typically, you export records to Excel, update them, and then import your changes. You use Excel templates provided by Microsoft to do both jobs. Topics in this document include:
  • Getting started
  • Export records for editing
  • Import edited or new records
  • Fix errors
Getting started
To create or edit records, you need to know the correct values to enter in Excel. The Current Taxonomy spreadsheet provides the values for each column in the spreadsheets that you export and import.
  1. In your browser of choice, go to https://partnersales.microsoft.com.
  2. Select Bulk Import.



    The BULK IMPORT page appears
  1. Under TEMPLATES & DOCUMENTS, download and open both spreadsheets.

Important:Make sure you complete all the required fields in the template. Required fields have red text in the column headers.

Remember that:
  • Connect will only import the Bulk Excel Template or spreadsheets with identical taxonomy.
  • In the spreadsheets, column headings in red type indicate required data, and you need to scroll to find some of the required columns.
  • You must complete all required fields. If you don’t, you see an error message.
Use the Current Taxonomy spreadsheet as a reference. It lists the values you can enter in each column, such as the correct values for sales stages:



Save the spreadsheet to a convenient spot and refer to it as you enter or edit data.

Export records for editing
You can export your deals or your company deals to Excel. Currently, if you want to change records and import your changes, you need to use the PSX template.

Follow these steps:
  1. On the BULK IMPORT page, under MY DEALS DOWNLOAD or MY COMPANY DEALS DOWNLOAD, select Download.



    The system loads the records into a new Excel spreadsheet, and a green download icon appears.
  2. Select the download icon to open the spreadsheet.
  3. In the spreadsheet, select Enable Editing.

    Notes:
    • To ensure compatibility between Connect and PSX, the template doesn’t display some of the columns visible in Connect.
    • The spreadsheet uses red text in some column headers to denote required data. If you see a blank cell in a required column, add the appropriate data. If you don’t, Connect will display an error message when you upload the file.
    • For help adding the correct values, see the Getting_Started tab in the spreadsheet, or go back to Connect and download the Current Taxonomy spreadsheet.
    • If you add seller names to the spreadsheet, make sure each one is a valid contact in the global address list.
  4. Make your changes, then save and close the spreadsheet.
Import edited or new records
When you’re sure you have no blank cells in any required columns, follow these steps.
  1. Under ADD FILES TO QUEUE, select Browse, then locate and open your spreadsheet.


  2. Select Upload



    Note: If you’re uploading a file created by someone else, make sure it uses the exact same taxonomy as your download file or as the Bulk Excel Template file. If you don’t, the system will display one or more error messages. For more information about errors, see Fix errors, later in this guide.

    The Files section of the page displays the name of your file and the progress of the upload operation, and when the upload succeeds, a green check mark appears next to the words Completed successfully.


Create records manually
Follow these steps to create a data file for bulk import or to familiarize yourself with the taxonomy.
  1. Under TEMPLATES & DOCUMENTS, select Bulk Excel Template.
  2. Follow your browser’s prompts for downloading, saving, and opening the spreadsheet.
  3. Enter data in all the required columns, those with red text in the headers.

    Note: You need to scroll to find the required Currency and Partner Role columns.
    As needed, consult the Current Taxonomy spreadsheet for information about the values needed in each column.
  4. Save the file and import it into Connect.
Fix Errors
As a rule, you only see error messages for import operations, and you see them for two reasons:
  • If you import a file that contains data errors, you see this message in the Files section of the page, and the system loads the records with incorrect or missing data into a spreadsheet:



    Download the error spreadsheet and look at Column A. It lists the errors for a given row. For example, this image lists the errors for three records. Each message lists the column involved a description of the problem, and a possible solution whenever applicable:



    Correct the problems and upload the fixed records.
  • You didn’t use the correct template. Any data you import must be in the taxonomy of the Bulk Excel Import file. If you use the wrong template, you see this message in the Files section:



    Use the correct template and import that file.




Properties

Article ID: 3199085 - Last Review: 10/12/2016 00:47:00 - Revision: 2.0

  • kbsurveynew helppartner kbnorightrail KB3199085
Feedback