INTRODUCTION #
Upload & Download Center is used for uploading the data in bulk. User can upload the questions or responses in bulk by using a single sheet. There are 4 columns. i.e., Upload Types, Available Uploads, Access Data Upload Templates, Upload Data Using Templates and Export Data by Type for all Partners. Upload Types indicates that how many export types are there. Available Uploads indicates that how many upload types are available. Access Data Upload Templates will download template in which data are inputted. Upload Data Using Templates is to upload the template in which admin inputted all the data. Export Data will export all the data that are in the database in a excel sheet so that admin can check what are the data in the database.
Features/Components #
There are following types of data.
- Partner Related Data
- Partner Opportunities
- Partner Sales
- Partner Accounts
- Partner Contacts
- Company Related Data
- Channel Account Managers
- Planning System Related Data
- Scorecard Provisioning
1.2 Partner Opportunities #
Partner Opportunities | |
How |
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Downloaded Template | |
How |
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Import button |
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Export data for all partners | |
How |
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Invalid data imported | |
How |
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1.3 Partner Sales #
Partner Sales | |
How |
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Downloaded Template | |
How |
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Import button |
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Export data for all partners | |
How |
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Invalid data imported | |
How |
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1.4 Partner Accounts #
Partner Accounts | |
How |
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Downloaded Template | |
How |
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Import button |
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Export data for all partners | |
How |
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Invalid data imported | |
How |
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1.5 Partner Contacts #
Partner Conacts | |
How |
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Downloaded Template | |
How |
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Import button |
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Export data for all partners | |
How |
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Invalid data imported | |
How |
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1.6 Channel Account Managers #
Channel Account Managers | |
How |
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Downloaded Template | |
How |
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Import button |
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Export data for all partners | |
How |
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Invalid data imported | |
How |
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1.7 Scorecard Provisioning #
Scorecard Provisioning | |
How |
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Downloaded Template | |
How |
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Import button |
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