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Updating business affiliates through an import

Updating business affiliate records in SmartTurn is very similar to creating business affiliate records, but with some subtle differences. You can make note of these points to successfully use the SmartTurn Business Affiliates Template to update business affiliate records that already exist in SmartTurn.

Please read these instructions prior to updating so that you can gain an understanding of what is required during the update process, and how it's different from uploading the data for the first time. The key concepts to remember for updating are:

  • You must already have business affiliate records in SmartTurn in order to make updates using this spreadsheet. More info...
  • Be careful about leaving blank cells in updates. More info...
  • If you use the Addresses worksheet, the Data worksheet also needs data. More info..

    The Action column contains "UPDATE" for all records you are updating. More info...

  • Updating records created initially by a spreadsheet is different than updating records created in the application. More info..
  • Updating business affiliate Contacts requires a different template. If your goal is to update business affiliate Contacts, the main Business Affiliate import template imports only the Main Contact. If you want to create or update several business affiliate Contacts at a time, use the SmartTurn Business Affiliate Contacts Template.

For step-by-step instructions on how to import business affiliates, see the instructions within the template Setting up business affiliates through an import.

Download the SmartTurn Business Affiliates Template.

See Also

Importing business affiliate data

Setting up business affiliates through an import

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