This article guides you through the steps to verify the imported the details of your import and proceed to send the invitation. We will be using the Property import process as an example but the process for Demand and Supply partners are extremely similar.
We will cover these key concepts in the article:
Accessing Imported Details
Once you have imported your CSV files successfully, new entries will appear under Imported.
Verify the details of each entries
It is crucial that you ensure all information and details are correct before validating. Once validated, the invite will be sent and this action is not reversible.
To check the details, click the three dots (1) next to their row and select Details (2). The details will appear in a slide-out.
In the slide-out, hover over the info icon (1) next to the specific properties, and the smart contract details (2) will appear.
If you notice any discrepancies that you would like to correct, tick the checkbox next to the row (1) and select Delete (2) to remove them from this page. Then, re-upload a new CSV for that partner again.
Inviting Imported Partners
Once you have verified the imported information, you can begin inviting the properties:
- For mass partner invitations, tick the checkbox on the header row (1) and click Validate (2).
- Alternatively, if you prefer to invite specific property partners, select the checkbox next to the specific ID (1) and click Validate (2).
After successfully sending the invitation, you will notice the following changes:
- The checkbox for validation (1) will disappear, and you will no longer be able to delete the property partner from this page.
- The status will change from To Validate to Unclaimed (2).
- Clicking on the three dots (3) at the end of the row of the specific property partner, you will see Invited (4) displayed on the dropdown menu.
What comes after?
Your partners will be required to redeem their accounts and verify their emails. Once they have done so, you will see the changes on your Import dashboard and receive an email regarding acceptance/rejection of the invitation.
| Status | Meaning |
| Unclaimed | Your partner has not yet redeemed their accounts. |
| Claimed | Your partner has successfully redeemed their accounts and their accounts will be automatically connected to yours. |
| Rejected |
Your partner has rejected the invitation. |