Agents

Bulk Import Agents Into Trekksoft

Bulk importing allows you to import multiple agents at once using a simple CSV file

    If you have a lot of agents to be added, this can save a lot of time and make the process quick and easy.

    To import bulk agents in Trekksoft, you need to follow these steps:

    1. Log into your trekksoft Admin Desk (e.g. yoursite.trekksoft.com)
    2. On the left-hand menu, go to Promotion>Agents and Resellers
    3. Once in the Agents dashboard, on the right-hand side, click on the 3 dots (ellipsis) and in the dropdown, select Import Agents.

    Before uploading, you must choose which type of CSV file you would like to import. Below you will find two CSV files that you can use as examples depending on which type of model you'd like:

    1. Model 1 Users CSVThis option allows you to import agents only, which means you will be able to track the sales that they refer to you using their unique discount codes or URL's but the agents will not be able to login to an account to book customers manually.
    2. Model 2 Users CSV - This option allows you to import agents while simultaneously creating an associated user for them to log in with. This means agents can book your activities directly through the Agent Desk in addition to referring sales with their unique discount codes or URL. You can also add additional information such as bank account details and names.
    Below you can download an example of both files:

     

    See below for an example of how each Model CSV file looks

    After you've downloaded the appropriate file and filled out all the appropriate information, delete the top two rows (the headers and sample information). Then, save the file as a CSV.

    In the agent's import screen (as described in the instructions above) click on the Choose File button and select your completed CSV file. Finally, choose from the two options whether your file is Model 1 or 2 and then click the upload button at the bottom of the page.

     

    Take a look at the Agent's Import page to see examples of how your completed CSV file should look in both models 

     

     

     

    Last Updated [07/10/2020]