How to import net new domains

To sync an external list of domains with the Partner Portal, you need to use the import net new domains functionality described below

If you are using a master template to store all of your customer and merchant data, you may wish to instruct Clym to import net new domains only when you run an import. This functionality will check your file against the contents of your Partner Portal domain list and perform the following steps when the file is imported with this setting:

Is the domain already in your partner portal account?	What is the current domain status?	Is the domain listed in the import file?	What change occurs when imported?
Yes	Active	Yes	N/A
Yes	Deactivated	Yes	Domain is reactivated
No	N/A	Yes	Domain is added
Yes	Active	No	Domain is deactivated
Yes	Deactivated	No	N/A

Before you begin, the option to import net new domains must be enabled by your Customer Success Manager. If you do not see the option to import net new domains, please reach out to support@clym.io.

Importing net new domains is an easy 3-step process:

1. Log into the Partner Portal

You should have received a magic link in your initial onboarding email. Please click Sign in from the email to get started. Alternatively, navigate to the Partner Portal to sign in.

2. Access Customers

From the left-hand menu, select Customers. Click the drop-down arrow next to Domains to expand the section. Click Manage domains in bulk, and from the drop-down menu, select Import domains. importdomains1-1

3. Import net new domains

Under Actions, you have four options:

1. Enroll adds the domains to the Partner Portal with the status New.
2. Enroll and scan scans your sites, creates an account, and makes the scan report available in the Partner Portal. Follow the instructions here to view it.
3. Enroll, scan, and send report scans the sites and sends a pdf report of the cookies that are currently running on said sites.
4. Enroll, scan, and invite scans your sites, creates an account, and sends you the Clym scripts for implementation.

Send intro email is enabled by default if you have an intro email template set for this type of domain upload. If set to yes, it will send the intro email that you have setup on your account to the domains that you are uploading. More information on this matter can be found in the email templates management article.

First, you can download the import template from the pop-up window, or click here. Add your customer or merchant data to the spreadsheet. Please note: The first two lines are examples, and should be removed before import. Select the Action you would like to perform, based on the guidelines above. In the Import domains window, Click to select file. Check Import net new domains. Click Add Domains.

importdomains8

Please note: When importing your file, please use .xlsx file formatting.

If you encounter any challenges, please reach out to support@clym.io.