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Bulk operations for Co-sell opportunities using comma-separated value (CSV) files

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Appropriate roles: Referrals admin | Referrals user

Note

Addition of new column in CSV, column name is Marketplace Purchase Intent which is a required filed for referral creation. Accepted values are Yes, No or Have not decided. The introduction of this column is for capturing customer's interest to transact the deal on Microsoft Azure marketplace.

Bulk operations in Partner Center help your company download and upload co-sell opportunities data.

New functionalities like Account matching and Referral creation can also be performed by bulk operations.

Go to the co-sell opportunities page to find the Upload and Download links on the top right of the page title banner.

Important

Create and update actions done through bulk upload aren't reversible. Use caution when you create or modify a large number of records.

Only a subset of fields can be modified after creating a deal.

No actions are permitted after any deal reaches a terminal state, such as Declined, Expired, Won, or Lost.

Note

We've added Customer account search in upload bulk operation. To learn more, see the Upload co-sell opportunities section that follows.

Prerequisites

You must have Referrals admin or Referrals user permissions to use this functionality.

Download co-sell opportunities

The following information describes the download functionality:

  • You can download a maximum of 5,000 records by selecting the Download button.
  • The deals that are downloaded are based on your access levels. Referral admins and Referral users might get different results based on their scope and inclusion as team members in the deals. To learn more, see referrals permissions.
  • The download function takes into account the current tab in the co-sell opportunities page and the filters that have been applied.
  • A CSV file with all the data based on the applied filters is generated.
  • Downloading the records can take up to one minute.
  • You don't have to wait for the download action to complete. Even if you go to other pages in Partner Center, the file is downloaded as soon as the download function is complete.
  • You can reuse the downloaded file to modify the deal details and upload to update any records.

Upload co-sell opportunities

Note

Review final account match before creating a co-sell opportunity (also known as Referral). This step is to avoid the manual account matching process and to enhance deal-sharing speed.

Important

Download the new template in Partner Center old templates don't work. For account review step Customer name, Customer city and Customer country are mandatory field.

Important

With managed accounts suggestions partners can see if the account has MACC aggrement with Microsoft.

Co-sell opportunities (Referral) creation with customer account match

  • You can create or update a maximum of 1,000 records using the upload functionality.
  • You can build the template from scratch by downloading the template from the Upload page in Partner Center.
  • You can also use the Download functionality to download the existing records and update them.
  • If a file has more than 1,000 records, it can't be processed.
  • After a file is processed, a summary is displayed with the number of Account search review required.
  • Download the processed file and review the account match results. File holds all prefilled columns, 1 Final Account Matched (subset of managed accounts) with High, Medium and Low confidence, and 2 managed, 2 unmanaged and 2 DUNS accounts in file.
  • If you're not satisfied with the Final Account Match result, copy the customer account, fulfilling your searching criteria, and paste under the Final Account Matched column from managed, unmanaged, or DUNS suggestions.
  • Upload the file again after you've reviewed the account matches.
  • After a file is processed, a summary is displayed with the number of referrals that were created, updated, and not processed in the last process file card.
  • You can download the details of the processed records, fix any errors, and upload the same file to create or update the records that failed in the previous run. Remove all the successful records from the file before uploading the corrected records that failed in the previous run.
  • To add more solutions, add extra columns next to Solution 1 and use the column name as Solution X, where X represents the number of the solution in the deal. For example, Solution 2, Solution 3.
  • You can add up to 50 solutions to a deal.
  • To add more team members, add extra columns next to Team member 1 and use the column name as Team member x, where x represents the number of the team member in the deal (for example, Team member 2, Team member 3).
  • You can add up to 50 team members to a deal.

Special Notes

  • If you have details of customer(s) and want to find the corresponding managed/unmanaged account to proceed directly for referral creation, fill all mandatory columns, and directly proceed with upload.
  • If you have the Managed/Unmanaged ID of customer(s), you can proceed directly with referral creation by entering MicrosoftID in the Final account match column in the template.
  • The only acceptable format for a Microsoft ID is *MicrosoftID: Number-Alphanumeric (for example MicrosoftID: 6-ABCDEFG23XB).

Note

You don't have to wait for processing to complete. The details of the last processed file are available for download when processing is complete. It can take up to 10 minutes if you are uploading files with 1,000 records.

Important

Read all the instructions carefully and check the format of each column from the following table before creating or updating deals using CSV files in Partner Center.

If you notice an inconsistent format for the data displayed in the "created date" column as shown in the screenshot below, you can follow these steps to resolve it:

  1. Go to Control Panel from your device.

  2. Select Change date, time or number formats from the Clock and Region section.

  3. Access the Formats menu.

  4. Change the Format to: English Unites States.

  5. In the Short date section, select from the drop-down to M/D/YYYY.

  6. Select Apply and then select OK.

  7. Download again the CSV file from Partner Center and the format of "created date" column will be updated.

    Screenshot of a table with inconsistent date formatting.

Not every field in the template is editable. There are fields that:

Fields that are mandatory for account matching

  • Customer name
  • Customer city

Newly introduced fields that are auto-populated

  • Final account match
  • Matched category
  • Confidence
  • Managed account 1, Managed account 2
  • Unmanaged account 1, Unmanaged account 2
  • DUNS account 1, DUNS account 2

Fields that are always read-only

  • Errors
  • Engagement ID
  • Referral ID
  • Microsoft referral status
  • Microsoft MSX ID
  • Migrated PSC deal ID
  • Microsoft team member

Fields that become read-only after you create the referral

  • Customer name
  • Customer address line 1
  • Customer address line 2
  • Customer city
  • Customer state
  • Customer postal code
  • Customer country/region
  • Customer DUNS ID
  • Consent to share customer/partner contact
  • PartnerID (formerly MPNID)

Fields that become read-only after you first share them

Become read-only after you submit the details for co-sell referral creation or upgrade:

  • Customer contact first name
  • Customer contact last name
  • Customer contact phone number
  • Customer contact email address

Become read-only after you mark them as Yes:

  • Share with Microsoft sales team
  • Microsoft help required?

Become read-only after you enter a number in the specified format:

  • What specific help from Microsoft?

Becomes read-only after you submit the notes for co-sell referral creation or upgrade:

  • Notes to Microsoft

CSV file values, descriptions, and examples

Details of all the columns with their details and sample values are in the following table.

Column name Required? Description Example
Errors No Errors if any related to the create/update operations regarding the referrals are included in this column. If there are multiple errors, all of them are listed separated by a semicolon. Required field Solution 1 missing
Engagement ID Yes The engagement ID is generated by Microsoft Partner Center referrals system. Not required for new referral creation. You can use the existing engagement ID if you're updating a record. f7eaae47-0b84-4ac4-b4ea-5b2587d42cee
Referral ID Yes Referral ID is generated by Microsoft Partner Center referrals system. Not required for new referral creation. Enter the referral ID if you're updating an existing record. ebacdkdc-0b84-4ac4-b4ea-5b2587d42cee
Deal Name Yes Friendly name for the deal for your reference. UK spring deal
Customer Name Yes Name of the customer company. Use the legal name of the organization for quick matching on the Microsoft side. Contoso Corporation
Customer Address Line 1 Yes First line of customer company address. One Contoso Way
Customer Address Line 2 No Second line of customer company address. NE 148 street
Customer City Yes City where the customer organization is located. Redmond
Customer State No State where the customer organization is located. Washington
Customer Postal code No Postal code of the region where the customer organization is located. 98052
Customer Country Yes Country/Region where the customer organization is located. Use the two-letter Alpha-2 code in this list of country codes. US
Customer D-U-N-S ID No Try to fetch the DUNS ID of the customer organization. Doing so helps with faster matching of the customer organization on the Microsoft side, which helps with faster seller assignment. You can get a DUNS ID free from the D-U-N-S Number Lookup page. 81466849
Customer Contact First Name Depends First name of the primary contact from the customer organization working on this deal. Required only if you need Microsoft help. John
Customer Contact Last Name Depends Last name of the primary contact from the customer organization working on this deal. Required only if you need Microsoft help. Customer
Customer Contact Phone number Depends Phone number of the primary contact from the customer organization working on this deal. Required only if you need Microsoft help. 9999999999
Customer Contact Email Address Depends Email address of the primary contact from the customer organization working on this deal. Required only if you need Microsoft help. john.customer@contoso.com
Partner Referral Status Yes Status of the deal from your company's perspective. Required if you're trying to create or modify a referral. Use New if you're trying to create a new deal. Values that you can use are listed at Referral resources. Active
Partner Referral Substatus Yes Exact status of the deal. Use Accepted if you're trying to create a new deal. It's also required if you're modifying an existing referral. Values that you can use are listed at Referral resources. Accepted
Microsoft Referral Status Depends Status of the co-sell request that you sent to Microsoft seeking help. This field is a read-only. Any change made to this field while importing the data is ignored. Pending
Declined/Lost/Error reason Depends You're required to provide this information only if you're changing the sub status of your field to Declined, Lost, or Error. You can ignore this column otherwise.
Enter a number based on the following options if you set the Partner Referral Substatus as "Declined" or "Lost":

1- Project budget isn't adequate
2- Customer didn't respond
3- Customer chose another vendor
4 - Customer requirement not met
5 - Not a customer
6- Proposed time line was too short
7 - Report as abuse, spam, or phishing
8 - Others

Enter a number based on the following options if you set the Partner Referral Substatus as "Error"

1- Duplicate - created through bulk upload
2- Duplicate - created in Partner Center
3- Duplicate - sent by Microsoft
4 - Connector data sync issues
5 - Customer matching issues
6- Solution issues - explain in notes
7 - Test referral
8 - Data error
9 - Others - explain in notes		 6
Sales Stage No Indicates the detailed sales stage of the referral. To learn more about sales stages, see Manage co-sell opportunities in Partner Center 40
Estimated Deal Value Yes Value of the deal based on the initial conversations with the customer. This value can be changed until the deal reaches one of the terminal states, "Won" or "Lost." 12563
Currency Yes Currency in which the deal value is entered. You can find the currency codes at the ISO 4217 Wikipedia page. USD
Estimated Close Date Yes Estimated close date of the deal, in MM/DD/YYYY format, based on the initial conversations with the customer.
The date should be in UTC timezone. All the dates displayed in Partner Center UI are based on localized timezones. There might be +/- one day difference in the Partner Center UI if you are looking at the referral for which you supplied the date in UTC timezone.		 1/30/2020
CRM ID No Identifier (if any) of this referral in your CRM system. This field is a freeform text entry field. 34234324-sdfsdf-345345-sfd
Marketing Campaign ID No ID of the marketing campaign that resulted in this referral. Typically used for ROI calculation BingSummer2020
Notes No Detailed notes indicating the updates related to the referral This is a sample note.
Microsoft help required? Yes Indicates whether you want Microsoft to help you making this co-sell request Yes
What specific help from Microsoft? Depends One of the six different ways Microsoft can help you. This entry is applicable only if you choose "Yes" for the question Microsoft help required?
Enter a number based on the following options

1- Workload - specific value proposition
2- Customer technical architecture
3- Proof of concept /Demo
4- Quotes and Licensing
5- Post - sales customer success
6- General or other		 1
Share with Microsoft sales team Yes Indicates whether or not you want to share the details of the deal with Microsoft sales team. Applicable only if you choose "No" for the question **Microsoft help required? ** Yes
Notes to Microsoft No Any notes to Microsoft if you need help from Microsoft Need help with a POC for Contoso customer
Consent to share Customer/Partner contact Yes Consent to share contact details for both the customer and your company employees who are working on the deal. Deals won't be created or updated if you choose "No." Yes
CLA Number Depends CLA number isn't required when creating or updating an Internet of Things (IOT) deal. It becomes required when you move to the design win stage.
Device Category No List of all the Internet of Things (IOT) device categories. Select a category from the following options:
Arcade/Consumer Gaming Device
ATM
Automotive & Transportation Systems
Azure Sphere Board
Azure Sphere Component
Azure Sphere Guardian
Azure Sphere Module
Building Automation
Casino Gaming Device
Communication Devices
Consumer Internet Device
Consumer Wearable
Digital Picture Frame
Digital Signage
Gateway
HHT/Mobile
Industrial Automation Device
Industry Tablet(Non-POS)
Kiosk
Media Player
Media Device
Mobile POS
Navigation Device
Network Projector
Other
Other Banking Device
Other Consumer Electronic Device
Other Device
Other Enterprise Device
Other Sensor/Node
Point of Sale Device
Printing Device
Security/Surveillance
Server
Set-Top Box
Smart TV
Test and Measurement Device
Thin Client Device
Silicon Type No Enter the chipset model information by selecting an option from the following list:
AMD - A10
AMD - A4
AMD - A6
AMD - A8
AMD - E2
AMD - FX 7500
AMD - FX 7600P
AMD - FX 9370
AMD - FX 9590
AMD - G Series
AMD - Others
AMD - R Series
AMD - Rest of FX Models
Intel - Atom
Intel - Celeron - N1900
Intel - Celeron - N2807
Intel - Celeron - N2930
Intel - Celeron - N3060
Intel - Celeron - N3160
Intel - Core i3
Intel - Core i5
Intel - Core i7
Intel - Core M
Intel - Others
Intel - Pentium
Intel - Rest of Celeron
Intel - XEON
MediaTek MT3620
NXP 8ULP-CS
Others
Azure Certified Device No Indicates whether Azure compatibility certification has been achieved for the device
Attach Services No Indicate whether Azure services are to be bundled with the IoT solution at deployment
Microsoft MSX ID No ID of a deal on the Microsoft MSX system, available for co-sell opportunities only
Migrated PSC Deal ID No PSC deal ID. Available only for a deal migrated from PSC to PC.
PartnerID (formerly MPN ID) No PartnerID of the organization for which the co-sell opportunities are being created
Marketplace Purchase Intent Yes Customer's intent to transact over Microsoft Azure marketplace. Accepted values are Yes, No or Have not decided
Partner role Required for Services co-sell; optional for IP co-sell opportunities This field indicates the role that the partner is playing in the co-sell opportunity. When specified, a services co-sell opportunity will be created. See accepted values
Solution area Required for Services co-sell; optional for IP Co-sell opportunities This field helps Microsoft sellers identify the customer's objectives in standard terminology. Learn more about Solution areas
Solution play Required for Services co-sell; optional for IP Co-sell opportunities Learn more about Solution plays
Customer Domain Name No Domain name of the customer
Final Matched Customer Account No (Auto-Populated) Best customer match from our records MicrosoftID: 11-1FG2G, AccountName: Microsoft, AccountAddress: PO BOX 80456
Managed Account 1 & 2 No (Auto-Populated) Managed accounts match from our records MicrosoftID: 12-1FG2G, AccountName: Microsoft, AccountAddress: PO BOX 80456
Unmanaged Account 1 & 2 No (Auto-Populated) Unmanaged accounts match from our records MicrosoftID: 13-1FG2G, AccountName: Microsoft, AccountAddress: PO BOX 80456
DUNS Account No (Auto-Populated) DUNS accounts from our records DUNSID: 659410848, AccountName:JUNIOR, AccountAddress: 21 TOH GUAN ROAD EAST #07-06 TOH GUAN CENTRE
Solution 1 Yes Solution ID (required)
Currency in which the deal value is entered (currency codes list) (optional)
Price of the SKU (optional)
Quantity of the SKU (optional)		 SOL-1234-PQRS, USD, 10, 100
Team member 1 Yes First name, last name, mobile number, and email ID of the respective team member. Bob, Partner, 999999, Bob.partner@Contoso.com
Microsoft team member 1 No First name, last name, mobile number, and email ID of the respective Microsoft team member working on the co-sell opportunity. Sam, Seller, 999999, Sam.seller@Microsoft.com

Next steps

You can use these Partner Center Co-sell connectors to co-sell with Microsoft from within your CRM systems.