Import
The Import tool helps you work with a massive number of affiliates, advertisers, and promo codes. You don't need to create them manually and spend a lot of time on it.
The importing process for affiliates, advertisers, and promo codes is the same. See how it works on the example of importing affiliates.
🔎 You can also read a separate detailed article about importing conversions.
⚠️ Be careful when working with the import option. Make sure you upload the file correctly. If you uploaded the list in the wrong way, you’ll have to edit the whole list manually.
To work with the import feature, you are to have special permissions. Read about it here.
Step 1. File creation
Create the file with all the data about the affiliates you need. You must enter each data type in a separate column:
Save the file.
⚠️ The requirements you should take into account:
The file must have .CSV format.
The data in the file must have the semicolon ( ; ) or a comma ( , ) separator.
The whole process of file creation might look like that:
Step 2. File importing
In the Affiliates list, click Import.
2. Optional. Select the Import with headers checkbox, if you have a header (name) for each type of data in the first row of the file. The system carries out the import from the second row.
3. Click Choose file and pick up the needed file. A matching window appears. It might look like that:
4. Match values in the .CSV file (the From your file column) and types of data on Affise (the In our system column). The system takes the data from columns one by one.
5. Click the Approve column button to confirm the matching.
6. Optional. If you want the system to ignore the values in the column, click the Exclude column button.
7. Review the matching. If you want to change the arrangement, click the Back to edit mode button.
8. Optional. If you want to send affiliate postbacks for imported conversions, select the correspondent checkbox.
9. Click the Create ... new rows button to import conversions.
Affiliates import can take some time if it involves a big amount of data. You can check your user activity logs to see if the import was successful. Read more about the User logs here.
Peculiarities
Advertisers
When importing advertisers, you must fill in the following required field:
Company: advertiser’s company name.
Affiliates
When importing affiliates, you must fill in the following required fields:
Email: affiliate’s email.
Country (ISO): country where the affiliate performs their activity.
⚠️ Be careful when working with these two optional fields:
Status: if you do not specify your affiliates' status in your file, the system import the affiliates with Not active status by default.
Referral percent: the percent must be between 0 and 100.
On the step 2, when matching the files, select the correspondent checkbox to send a welcome email to imported affiliates. Your import file must contain a company name. Otherwise, the system will not send the email.
Promo codes
When importing promo codes, you must fill in the following required fields:
Affiliate ID: affiliate’s ID.
Code: promo code name.
Please contact the Affise Customer Support team regarding all raised questions via the e-mail: [email protected].