Create account in Partner Center

Customer account management is one of the core pieces of managing your system. You can create individual accounts or import multiple accounts from a CSV file.

Individual accounts

Multiple accounts

Individual accounts

To add an individual customer account to the Platform:

  1. Go to Partner Center > Businesses > Accounts.
  2.  Click Create Account in the upper right corner of the screen.

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  3. Search for the business you want to add.
    • In the Specific search bar, enter the name and location of a specific business. For example, to create an account for Starbucks on Broadway, you could search for: Starbucks, Broadway, New York, NY, USA. 
    • If you do not see the business you're looking for, click Skip to Account Creation.
    • Note: When using the Specific search bar, you'll also see an automatically-generated list of competitors for that business. This allows you to select up to three and have them automatically added to the Snapshot Report. To learn more visit our support article about competitor stats. Search for the business you'd like to add.

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  1. Fill in the form that appears. As the information here comprises the "Business Profile" used for many different products and services, it is important to fill this out as thoroughly as possible. The following fields are required:
    • Market (if applicable).
    • Business Name.
    • Categories.
      • If you are unable to locate a suitable business category, select Other. Please be aware that certain product features may be unavailable.
    • Country/Region.
    • Street Address.
      • If the account does not have a physical address, select Service Area Business below the ZIP/Postal Code field.
    • City.
    • State/Province.
    • ZIP/Postal Code.
    • Business Phone Number.
  2. Click Create Account.

 

Create Account

 

Multiple accounts

This feature may only be available on certain subscriptions. 

To add multiple customer accounts to the Platform: 

  1. Go to Partner Center > Businesses > Accounts.
  2. Click on the Menu icon baseline-more_vert-24px.svg in the upper right corner of the screen. Click Import Accounts (CSV Upload).

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  3. If you have a CSV file containing your customer data, click Select file... to upload the file, then continue to Step 4. If you don't have a CSV file, follow the steps below:
    1. Click Download CSV Template.
    2. Open the template in your program of choice.
      You can use Google Sheets if you don't have a separate program.
    3. Fill out the template with your customer information. Make sure to delete the second row with sample data (this row begins with [Sample-->]).
      Note:
      • CompanyName and Zip are required fields.
      • We recommend limiting the number of rows per upload to 500.
    4. Save the file.
    5. In Partner Center, click Select file... to upload the file.

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  4. Map the columns in your file to the corresponding fields in Partner Center.
    The Header Row column represents the columns in your CSV file.
    The First Row column displays the first row of data for each column.
    The Map To column links the data in your CSV file to a corresponding field in Partner Center.
    1. For each Header Row, use the dropdown menu under the Map To column to indicate where the data should be stored in Partner Center.
      • For example, a "Street Name" column in a CSV file would correspond to the Address field in Partner Center.
      You can also select Do not import if the data in a column does not apply to Partner Center.
    2. Click Next.

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  5. Set User Permissions and Notifications.
    1. Select the options you would like to enable for new users in your CSV file. If you unselect each of these options, the users can still receive marketing campaign emails.
    2. Click Next.

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  6. Choose a Market and List.
    1. If you have an Enterprise subscription, select the Market associated with these accounts.
    2. Select one of the following:
      • Select an Existing ListAdds all accounts in the CSV to an existing account list. If you have a pre-existing list you want to add these accounts to, select this option.
        • For example, you provide business to doctors', lawyers', and dentists' offices. Your CSV file contains a list of new law offices that you want to add to an account list titled "Law Offices."
      • Create a New ListCreates a new account list. This is useful if you don't want to group the accounts you are importing with existing accounts in the system.
    3. Select the existing list you want to add the accounts to, or enter a new list name.
    4. Click Next.

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  7. Confirm that the details are accurate, then click Finish.
    • If you select Attempt to fill in empty cells, we will attempt to infer missing information using Google data.

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    Importing these accounts will take several minutes, depending on the number of accounts you are importing.

You will be taken to a screen that shows you the progress of the import. You are free to leave this page as the upload will continue in the background. Once the import is complete, the accounts will appear in Partner Center > Businesses > Accounts, and Partner Center > Businesses > Lists.

 

Import Accounts

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