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How to Import Affiliates in Affise?

Time to read: 6 min

topic.pngThe article covers the following topics:

If you need to migrate a long list of affiliates to Affise, there is no need to do it manually one by one: for this purpose, you can always use our Import tool, which will save your time.

import.png Make sure that every step of the guide is clear to you and followed respectively. Take your time. Affiliates’ import is usually used to upload a great amount of data. If you need to upload a long list of new affiliates, we recommend you to start with uploading one affiliate to make sure you see the expected result. If the data is uploaded the way you expected, you can proceed with importing the whole list.

How to import  Affiliates in Affise?

Here it is a detailed guide on how to proceed with affiliates’ import:

Step1. Create a .CSV file in MS Excel (comma delimited format). All the fields (including cells) should be put in a text format. 

import.png Depending on the regional settings of your computer, you can create a .CSV file with the semicolon-delimited format.

Step 2. Now you’re ready to fill in the file with the needed data. To upload a list of affiliates, you'll need to create separate columns with the data you need to import, for example, the name of the affiliate, their email, contact details, status, etc.

import.pngThe columns' titles should not be used. Otherwise, the file will be uploaded incorrectly. 

As a rule, you will need the following fields:

  • Email - Affiliate’s email (email is a required field)
  • Company name – Affiliate’s name (not required, but recommended in order to be able to work with the affiliate efficiently). 
  • Status – Affiliate’s status. Affiliate’s status can be of the following types:
    • active (marked in white)
    • on moderation (marked in grey)
    • banned (marked in red)
    • not active (marked in yellow)

import.png If you do not specify your affiliates' status in your file, the affiliates will be imported with ‘not active’ status by default.

click__1_.pngFind out more about Affiliate's statuses and their peculiarities here.

  • Manager – Manager’s (user’s) email (mind that the email you use in import file should be the same as you use in your user’s settings)
  • Tags - Any tag you’d like to use for a specific Affiliate (ex. ‘super_affiliate’)
  • Referral percent - Affiliate’s referral percent

Step 3. Save the file as a .CSV document (comma delimited format). Proceed with the import in 'Affiliates' section - > 'Affiliate management' section and press ‘Import’ button:

imp.png

Step 4. On the Affiliates import form, enable needed checkboxes. You can move items by specifying the desired order of sorting fields to import if you click on the field. Not checked items are ignored.

 import.png You should arrange the fields in the same order as they are in your .CSV file.

import.gif

You can choose whether to send a Welcome email to the imported affiliate. 

If you have some custom fields (required or not), they will appear in the import form as well. Check our guide on Settings: Affiliate dashboard design in order to know more about custom fields.

Affiliate’s import can take some time if it involves a great amount of data. Just take your time and let the import proceed.

You can always check your user activity logs to make sure that the import was successful.

import.png Only the user with the General manager role has access to the 'User activity log' section.

 Import .CSV file example

Here it is one of the most common examples to import Affiliates:

Screenshot_101.png

Try to proceed with all steps described above with the help of the attached affiliates_import_example.csv file. You can find this test file at the end of the article.

import.png'Welcome email' will be sent to all imported affiliates.

article.pngYou may also find the following articles helpful:

 If you have more questions on How to import Affiliates in Affise, feel free to contact the Affise Support Team via support@affise.com or your Dedicated Account Manager.

Updated by Anastasia Deryugina

 

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