Please note: Importing existing affiliates into your Refersion account is a service reserved for merchants on our Growth or Scale plans.
Importing affiliates is a 3-step process: 1: Download an import template 2: Prep your list 3: Send the list to us — and we will upload it for you:
To ensure a smooth upload process, it is imperative that your CSV file is properly formatted and adheres to the specified structure.
First, download the Affiliate Bulk Import Template.
Second, input your Affiliate Records. Required Fields: Ensure that your CSV file includes a header row. This row is mandatory to label each column and allows proper processing.
First Name
Last Name
Email Address
Offer ID: If you have multiple offers, and affiliates will be in different offers, complete the Offer ID column (found in Manage > Offers)
Password: Choose a default password. Affiliates will be prompted to change this on the first login, so make it generic (you can include this in the welcome email)
Other recommended fields:
PayPal email: If you will be using PayPal to pay affiliates, be sure to fill in the PayPal email address column
Coupon: If your affiliates have unique coupon code conversion triggers, complete that column as well
Country and State: You can include information about your affiliates' locations. Please note that our affiliate import requires you to use the 2-digit ISO country and state codes instead of the country’s name (i.e. use “US” instead of “United States”). You can reference the state codes and country codes accepted by Refersion
Dashboard Enabled: Set to TRUE for each affiliate if you want your affiliates to be able to access their own personal dashboard once you approve them into your program
Finally, send an email with your completed CSV file attached to [email protected].
If you encounter any issues, ensure that all mandatory fields are complete, your header row is included, and the template format is followed. Using Refersion's template will minimize potential errors.
Note: Once we’ve uploaded your Affiliates, they’ll appear on your Manage>Affiliates tab, ready for approval. Before you approve them, you may want to customize the welcome email they will receive. Once your email is ready, approve your affiliates so that they can receive your welcome and become active in your program.
After approving, double-check your affiliates list to ensure all data is accurate, and customize and send a welcome email to new affiliates.
Note: If you were using another affiliate program before, be sure that the affiliates update all of their affiliate links to their new Refersion links.