Switching from FirstPromoter to Affiliate Manager

Created by Stefan Perchinkov, Modified on Tue, 25 Feb at 9:22 AM by Stefan Perchinkov

This article will cover how to export your affiliates from FirstPromoter so you can start using the Affiliate Manager directly within Referins. Follow along to get started.

Step 1: Export your FirstPromoter Affiliate List

Within your FirstPromoter dashboard, click Promoters section.
Then click the Export button.

Your list will be exported to your computer.

Step 2: Format the File

Once the export is complete, format your file as a CSV with headers including “First Name”, “Last Name”, “Email-id”, “Phone Number”, “Industry”, and “Website”.

Step 3: Import your Affiliate List CSV File

Navigate to Affiliate Manager > Affiliates
Click +Add and “Upload Affiliates” to import a list

Select a list from your device, map the fields, and confirm the upload.

Once the list is uploaded, you can then create Affiliate Campaigns.

For more details, see the article “Affiliate Manager Part 2 - How to Add or Upload Affiliates

FAQ

Q1: What should I do if the import process fails or shows errors?
Check that your CSV file is formatted correctly with the required headers and that there are no missing or incorrect data entries. Make sure that the file size does not exceed the platform’s limits and try re-importing after corrections.

Q2: Can I add affiliates manually if I don’t have a CSV file?
Yes, you can add affiliates manually by navigating to Affiliate Manager > Affiliates and clicking the “+Add” button. From there, you can enter affiliate details individually.

Q3: How do I handle duplicates when importing affiliates?
The Affiliate Manager may have built-in duplicate detection. However, it’s recommended to review your CSV for duplicates before importing. If duplicates are detected during import, you may need to manually resolve them or follow platform-specific prompts for handling duplicates.

Q4: What happens if some fields are missing during the import process?
If mandatory fields are missing, the import process may fail or those specific affiliates may not be added. Ensure that all required fields like “First Name”, “Last Name”, and “Email-id” are present in your CSV and correctly mapped during the import process