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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.
❗ 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?
To start the import, in the list of affiliates, click Import Affiliates. An import window appears.
The .CSV format of the uploaded file.
The data must have the semicolon ( ; ) or a comma ( , ) separator.
❗ If you use some other separator, all data are aggregated in one column, and the system doesn't arrange it by types. You will need to delete all imported data and upload it again.
Each type of data must be indicated in a separate column in the file.
As a rule, you will need the following fields:
Email - a mandatory field. It is an affiliate’s email.
Name - Affiliate’s name.
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).
❗ If you do not specify your affiliates' status in your file, the affiliates will be imported with ‘not active’ status by default.
Manager - Manager’s (user’s) email (mind that the email you use in the import file should be the same as you use in your user’s settings).
Country (ISO) - a mandatory field. Country where the affiliate performs his activity.
Tags - Any tag you’d like to use for a specific Affiliate (ex. ‘super_affiliate’).
Referral percent - Affiliate’s referral percent.
❗ Referral percent must be between 0 and 100.
Also, you can always update your file with the following additional fields if needed: Allowed IPs, Address 1/ Address 2, Zip code, VAT code.
Select the Import with headers flag, if you have a header (name) for each type of data in the very first row, in the file. Once the flag is checked, the import is carried out starting from the second row.
Click Choose file to upload the file from your device and pick up the needed file. A matching window appears.
The From your file column stands for values arranged in columns in the .CSV file.
The In our system column stands for the type of data in Affise, in the offer settings.
You need to match values in the .CSV file and types of data in Affise. The system takes the data from columns one by one.
Click Approve column to confirm that values to the left are considered as the selected type of data.
Click Exclude column if you want the system to ignore the values in the column.
Once you're ready with matching, you can either review the matching or approve the arrangement of values by the type of data.
If you want to send a welcome email to imported affiliates, enable the correspondent checkbox:
❗In this case, your import file must contain a company name. Otherwise, the system will not send the email.
Click Create ... new rows to start importing affiliates. Click Back to edit mode if you want to change the arrangement.
The progress bar for the file uploading is shown. You can interrupt the uploading by clicking the cross icon.
Once the file is uploaded, the system starts importing values. Then you see how many affiliates are uploaded.
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.
❗ Only the user with the Admin role has access to the 'User activity log' section.
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If you have more questions on How to import Affiliates in Affise, feel free to contact the Affise Support Team via [email protected] or your Dedicated Account Manager.