Partnership directorywithout the spreadsheet.
Organize your partner and affiliate network with a simple form and download a clean CSV ready for your partner management system or CRM.
Partnership & Affiliate Directory
Try the template with up to 3 partners
What You'll Collect
Partner/Affiliate Name
StringThe person's name for identification and communication.
Contact Name
StringThe person's name for identification and communication.
Contact Email
EmailEmail address for contact, communication, and account recovery.
Contact Phone
PhoneAny common layout, like (555) 123-4567, +44 20 7946 0958 or with ext. 89. Letters and numbers with fewer than 7 or more than 15 digits are flagged.
Partnership Type
EnumChoose one of: Affiliate, Reseller, Technology Partner, Distribution Partner, Strategic Partner, Co-Marketing.
Commission Rate (%)
NumberValidated as a number. Thousands separators like 1,200 are accepted.
Website
URLA web address, checked before download. https:// is optional.
Industry
StringFree text, exported as the “industry” column.
Territory/Region
StringFree text, exported as the “territory” column.
Partnership Status
EnumChoose one of: Active, Inactive, Pending, On Hold.
Start Date
DateA date, validated before download.
End Date
DateA date, validated before download.
Notes
StringDetailed description or notes about this record.
Need more than three partners?
Manage up to a thousand partners instead.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when you need to manage larger partner networks.
Create your own formUp to 1,000 rows
Manage larger partner networks without passing spreadsheets around.
Custom fields
Add any partner or affiliate information relevant to your network.
Validation
Help your team provide complete and consistent partner data.
Reusable forms
Use the same form whenever you need to add or update partners.
How it works
From partner details to directory CSV in three steps.
01
Collect
Give your team a simple form to enter partner and affiliate information.
02
Complete
Keep the information structured and make it easier to avoid missing or inconsistent data.
03
Download
Download the completed CSV and use it with your partner management system or CRM.
Why use a form?
Managing partners is harder than working with them.
Sending a spreadsheet and asking your team to fill in partner information can lead to missing fields, inconsistent values and unnecessary back-and-forth.
A structured form gives your team a clearer way to provide the information your partner management system needs.
Missing information
Required partner fields are easier to communicate before the CSV is created.
Inconsistent values
Use structured fields and predefined options where appropriate.
Spreadsheet back-and-forth
Collect partner information directly through a simple browser form.
Partnership & Affiliate Directory Template
A simple way to organize and manage your partner network
Use this template to collect partnership and affiliate information such as partner names, contact information, partnership types, commission rates, websites, industries, territories, and partnership status.
Instead of sending your team a spreadsheet and asking them to work out which columns to complete, give them a simple form built around the information your partner management system needs.
When they're finished, download the CSV and use it with your partner management system, CRM, or affiliate platform.
If you need different fields, additional validation or more than a few rows, create your own Import Builder form and configure it for your workflow.
Need a CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started