Migration: Excel to PRM

    MOVE YOUR PARTNER PROGRAM OFF SPREADSHEETS, WITHOUT LOSING A DEAL.

    Excel got you to your first 10 partners. It will not get you to 100. Channelo imports your partner list, deal pipeline and MDF ledger in hours, not months.

    See Pricing

    You can move a partner program off Excel to Channelo in under a day: export your partner and deal sheets as CSV, we map fields, import, validate, and go live with deal registration, MDF and analytics running that same day.

    WHY SPREADSHEETS BREAK AT SCALE

    Spreadsheets have no permissions model, no audit trail and no workflow. Partners email deals to reps, reps forget to log them, MDF requests live in inboxes, and reporting is a monthly panic. As soon as you cross 20 to 30 active partners, revenue leaks quietly.

    • No single source of truth for partner status, tier, or deal stage
    • Deal conflict discovered too late, after two partners register the same account
    • MDF spend untracked, no ROI visibility, finance chases receipts
    • No self-service portal, partners depend on your reps for everything

    WHAT CHANNELO REPLACES, ROW BY ROW

    Your partner sheet becomes a real partner directory with tiers and contracts. Your deal tab becomes deal registration with conflict detection. Your MDF ledger becomes claims, approvals and audit history. Your monthly report becomes a live analytics dashboard.

    • CSV import for partners, contacts, deals and historical MDF
    • Field mapping preview so nothing lands in the wrong column
    • Automatic dedupe and validation on import
    • Live in under a day, with your ops team, not a 6-month rollout

    WHO SHOULD MIGRATE NOW

    If your channel team spends more than a few hours a week reconciling spreadsheets, or you have caught deal conflict after the fact even once, the ROI on migrating is immediate. Every extra week on Excel is revenue you cannot see.

    FAQ

    QUESTIONS, ANSWERED.

    How long does the migration actually take?

    For most SMB and mid-market programs, under a day. We import your partner list and open deals, validate fields, and go live the same day. Larger multi-tier programs typically take 2 to 5 business days.

    Do we lose historical data?

    No. Historical deals, MDF claims and partner records are imported with timestamps preserved so your reporting stays intact.

    What if our spreadsheets are messy?

    That is normal. Our import mapping surfaces duplicates and missing fields before commit, and our team helps clean the file if needed.

    Can partners keep working during migration?

    Yes. Partners get portal invites once import is validated, so there is no downtime on active deals.

    ENTERPRISE-GRADE CHANNEL TOOLS.
    ACCESSIBLE PRICE.

    See how Channelo runs your entire partner program on one platform, without per-seat pricing and without months of rollout.