Partner Email Import Procedures
Request import of names into Pardot using partner import template
Review file to ensure Email Addresses are correctly formatted
(No blanks, commas, PhD, special characters, unknown, NA)
Submit with user unassigned
Partner Import Mandatory Fields (Red type):
First Name
Last Name
Email Address (example@example.com)
Company name
State
Country
Partner Import Optional Fields (Black type):
Phone Numbers (Use Special Phone Number English)
Postal Code (Special Zip Code English)
Partner Import Marketing Fields (Black type):
Lead Source: Sales Generated
Lead Source Detail: Sales Generated
Channel Source: Sales Generated
Channel Source Detail: Sales Generated
| Files | ||
|---|---|---|
 |
Partner Email Import Template.xlsx 9.5 KB |
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