Create and Import Lists

Create a List

To create a new account List:

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

3. Enter a name for the List.
4. Click Create.

Create Lists

Now, you can add accounts to the List.

note

You can also import existing account lists into Partner Center. See the Import section below.

Import a List (CSV)

1. Go to Partner Center > Accounts > Lists.
2. Click Import Lists.
3. Download the CSV template or choose a file, then map fields.
4. Configure user settings (Business App access, notifications, Welcome Email) for new users added by the import.

info

Required CSV fields include CompanyName and Zip. Keep unknown fields empty; the system can attempt to fill missing data if you select the fill-empty-cells option during import.

Tags for contacts, companies, and accounts have a maximum length of 50 characters and may include only standard alphanumeric characters (A-Z, 0-9), dashes (-), spaces ( ), or underscores (_).

Please avoid using special characters such as @, #, $, %, &, etc., as they can interfere with filtering and searching functionality.

Choosing the right import template

There are several CSV templates depending on what you are importing:

What you're importing	Template to use
Business accounts (create or update)	import_list_template.csv — downloaded from the Import Lists dialog
Bulk-update existing accounts	Bulk Update CSV template — available at Partner Center > Accounts > Bulk Update
Users for Business App access	user-import-template.csv — see Create User Lists & Bulk Import Users
CRM contacts and companies	Contacts_Companies_Import_template — downloaded from CRM > Contacts > Import

Using the wrong template is a common cause of import failures. Always start from the template for your specific import type.

Understanding key column names

UserGreetingName1 — This column maps to the Greeting name field on the user record, not a job title. It is the informal name the platform uses when addressing the user (e.g., in emails). Do not put a job title here; use the job_title column for that.

Country codes: UK must be entered as GB

The import system uses ISO 3166-1 alpha-2 two-character country codes. The United Kingdom's code is GB, not UK. Entering UK will cause the row to fail or import with a blank country.

Common codes to remember:

Country	Correct code
United Kingdom	GB
United States	US
Canada	CA
Australia	AU

Import size limits

The front-end import accepts a maximum of 5,000 records per file. If your list exceeds 5,000 rows, split it into multiple files and import them sequentially. For very large one-time imports, contact Support to request a bulk import as a managed task.

Common import errors

Error	Cause	Fix
Row fails with country error	UK used instead of GB (or other invalid code)	Replace with the correct ISO alpha-2 code
Phone number import fails	Phone numbers contain formatting characters like (, ), or spaces	Use digits only or E.164 format: +14165551234
Import completes but data is wrong	Wrong template used for the import type	Re-export using the correct template and reimport
Malformed CSV error	CSV was edited in an app that changed encoding or delimiters	Open in a plain-text editor to verify commas and UTF-8 encoding