# Invite Partners

Invite a single partner or bring in many at once from a CSV file, with Suger drafting the outreach email for you based on the purpose, tone, and context you provide.

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## Overview

You can invite partners into your network one at a time or in bulk using a CSV file. In either case, Suger can generate the outreach email for you from the purpose, tone, and context you supply — the more specific you are, the less editing you'll need afterward.

:::info
Sending an invitation requires a connected email account. If you haven't connected Gmail or Outlook yet, see [Connect Gmail to Suger](/integrations/google-mail/) or [Connect Microsoft Outlook to Suger](/integrations/microsoft-outlook/).
:::

## Invite a single partner

### Step 1: Start the invitation

1. Go to **Suger Console**, then click **Partners**.
2. Click **+ Invite Partners**, then choose **Single partner**.

![Invite Partners menu with the Single partner option](images/invite-partners-to-your-network-1.png)

### Step 2: Identify the partner and purpose

First, choose who you're inviting.

**If the partner is already known to Suger:**

1. Click **Select recommended partner**.
2. Use the **Select a partner** dropdown to choose their name.

**If the partner is brand new:**

1. Click **Invite a new partner**.
2. Enter their company name under **Partner Company Name**.
3. Enter their contact under **Contact Email Address**.

:::info
If Suger doesn't recognize the contact's email domain, it sends a standard invitation email with a link to join Suger and accept the partnership. The channel is automatically set to Direct.
:::

Next, choose the purpose. Under **What's the purpose?**, select the option that matches this outreach:

* **Network Invitation** — Formalize a partnership, with no specific deal yet.
* **Account Overlap** — Explore mutual engagement or specific accounts.
* **Deal Collaboration** — Collaborate on a specific, active opportunity.

Then click **Next**.

![Partner selection and purpose options for a single invitation](images/invite-partners-to-your-network-2.png)

### Step 3: Provide context for the engagement

Describe why this partner is relevant to you. Suger uses this to personalize the email it generates in a later step, so the more specific you are, the less editing you'll need to do afterward.

1. Enter a short description under **Context for this engagement**.
2. Click **Next**.

![Context for this engagement field](images/invite-partners-to-your-network-3.png)

### Step 4: Choose an email tone

Pick the tone that best matches your relationship with this partner and the nature of your outreach.

1. Select one of the five tone options.
2. Click **Next**.

![Email tone selection with five options](images/invite-partners-to-your-network-4.png)

### Step 5: Generate and send the email

1. Add any extra context for the AI under **What makes this partner relevant here?**, then click **Generate Email with AI**.
2. Wait a few seconds while Suger generates a subject and email body.
3. Confirm the sending account under **Send From**.
4. Fill in **Recipient Email** and **Recipient Name**.
5. (Optional) Add anyone who should be copied under **CC**.
6. Review the generated **Subject** and **Email Body**, and edit either if needed.
7. Click **Next**.

![Generated invitation email with recipient and content fields](images/invite-partners-to-your-network-5.png)

### Step 6: Review and send the invitation

Confirm the partner, purpose, tone, recipient, context, and email content are all correct, then click **Send Invitation**.

Once sent, the partner appears under **Pending invitations** on the All Partners page until they accept.

## Invite multiple partners via CSV

### Step 1: Start the invitation

1. Go to **Suger Console**, then click **Partners**.
2. Click **+ Invite Partners**, then choose **Import multiple from CSV**.

![Invite Partners menu with the Import multiple from CSV option](images/invite-partners-to-your-network-6.png)

### Step 2: Download and prepare your CSV

1. Click **Download CSV template** to save a blank file with the correct column headers.

   ![Download CSV template button](images/invite-partners-to-your-network-7.png)

2. Open the file in a spreadsheet program, like Excel, Google Sheets, or Numbers.
3. Fill in one row per partner. Don't change, rename, or reorder the column headers in row 1 — Suger reads the file based on those exact headers.
4. Leave a cell blank if that column doesn't apply to a partner (**Contact Name**, **Partner Type**, and **Message** are optional).
5. Once every row is filled in, save the file.

### Step 3: Upload your CSV

1. Click **Choose CSV File**, or drag and drop your file onto the upload area.
2. Click **Next**.

### Step 4: Preview and validate

Suger checks your file and shows a summary of **Total rows**, **Valid** rows, **Errors**, and **Duplicates**, along with a row-by-row breakdown.

1. Fix any rows marked with errors before continuing. Click the **trash** icon next to a row to remove it from the batch.
2. Click **Next** once you're ready to proceed.

![CSV preview with validation summary and row-by-row breakdown](images/invite-partners-to-your-network-8.png)

### Step 5: Compose your message

1. Confirm the account under **Send from**.
2. Select an **Email tone** from the dropdown: Executive, Sales, Technical, Alliance-Focused, or Short & Tactical.
3. Select a **Purpose**: Network Invitation, Account Overlap, or Deal Collaboration.
4. Click **Generate with AI** to draft a subject and message body, or write your own.

:::info
The message body you write here only applies to partners who don't already have their own **Message** filled in from your CSV. Any row with its own message keeps that message instead.
:::

5. Click **Next**.

### Step 6: Review and send

1. Review the **Purpose**, **Tone**, **Subject**, and message template.
2. Check the **Recipients** table to confirm every partner and email address is correct. The **Custom?** column shows **Yes** for any partner using their own CSV message instead of the shared template.
3. Click **Invite [number] partners** to send.

![Review screen with recipients table before sending](images/invite-partners-to-your-network-9.png)

### Step 7: Confirmation

Suger shows how many invitations were sent, along with counts for **Skipped** and **Errors**. Click **Done** to close the wizard.

Once sent, all invited partners appear under **Pending invitations** on the All Partners page until they accept.

![Confirmation screen with sent, skipped, and error counts](images/invite-partners-to-your-network-10.png)

## Next step

Once you've sent your invitations, see [Track partner collaborations and pending invitations](/prm/collaborations/) to follow their status and know when to follow up on ones that have gone quiet.