Templates & creation
Prepare the partner list
Keep identifiers and replacements explicit.
Author and editorial owner: Ovidiu Robotin · Updated
Steps to follow
- For names only, paste one complete company name per line.
- For additional details, use CSV or paste a table from Excel or Sheets with headers such as name, tax_id and address.
- Keep tax IDs as text, including any leading zero. Check that names and tax IDs do not identify duplicate rows.
- Map every field that must change. Test a small preview before a 30-partner batch.
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