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Importing partners should have the same fields as adding a partner #5056

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cielf opened this issue Mar 2, 2025 · 2 comments
Open
2 tasks

Importing partners should have the same fields as adding a partner #5056

cielf opened this issue Mar 2, 2025 · 2 comments

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@cielf
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cielf commented Mar 2, 2025

Summary

Add columns to the partner import to match partner add

Why

Streamlining partner onboarding -- if the info can be imported, banks won't have to go into every partner separately.

Details

Currently partner import has the name and email only

Partner Add has more

  • Default storage location
  • Group
  • Do you want this partner to receive emails for distributions....
  • Quota
  • Notes
  • Documents

Let's leave off documents for this iteration, but add the rest to the import.

Critera for completion

  • behaviour as described
  • tests to support the behaviour
@McEileen
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McEileen commented Mar 9, 2025

Hi, I'd like to work on this, please.

@cielf
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cielf commented Mar 10, 2025

Please do!

@github-actions github-actions bot removed the Help Wanted Groomed + open to all! label Mar 10, 2025
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