How Do I Bulk Import Reseller Resources?

Credentials required: Resource Admin, Pricing Grid Manager Admin
 
Goal: Learn how to bulk import reseller resources (click here to download template).
 
1.  On the “Admin Home” page.  Expand the "Reseller Resources" menu option to click "Import Reseller Resources".

2.  After clicking "Import Reseller Resources", click the 'Select Access Level' drop-down menu and select the access level for the resources.  Click "Next".
 
Access Levels are defined by the type of dealers (Direct, Indirect, Distributors, ect.) that are able register in your portal.

3.  On the "Source Excel File" page, choose the import.  Click next.
 

4.  On the "Settings" Page, click "Do not delete any resources" and "No mapping". Click "Next".

5.  On the "Mapping" page, confirm the drop-down value (from the Excel File column headers) match up with the intended field.  If any column was not used select "<Ignore>". Click "Next".
 
"Resource Import ID" must be unique.
 

6.  On the "Results" page,  view the results of the import process.  Errors and warnings will be noted with line numbers from the import file.  If any errors were found the given resource will not be updated or created.
 

What's Next

Obtain a printable version of this Knowledge Base article here.
 
Learn how to bulk import dealer locations here.

Would you like to learn more about Digital Asset Management click here.