This guide explains how to efficiently add a large volume of affiliates to your program simultaneously using a CSV file. This is the fastest way to migrate your program from another platform or onboard a new batch of partners.
Important Import Rules
Before you begin, please keep the following rules in mind to ensure a successful import:
Capacity: You can import a maximum of 100 affiliates per CSV file.
Required Columns: Your file must include columns for Email, First Name, and Last Name.
Automatic Skipping: To prevent duplicates, the system will skip any entry where the email already exists in your affiliate list or if the email address is invalid.
Discount Codes: If a discount code in your file already exists on your Shopify store, it will be reassigned to the imported affiliate.
Step-by-Step Guide to Importing Affiliates
Open the Import Tool Navigate to the Affiliates section of your dashboard and click the "Import affiliates" button in the top-right corner.
Download the Template In the pop-up window, click "Download CSV template." We highly recommend using this template to ensure your data is formatted correctly and matches our system's requirements.
Populate Your CSV File Open the template in your preferred spreadsheet software (like Excel or Google Sheets). Fill in your affiliates' details, ensuring that the Email, First Name, and Last Name fields are complete.
Tip: You can include additional columns for custom fields like "Social Media Account" or "Follower Count" if they match your program's signup form.
Upload the File Return to the "Import affiliates" window in the app and click "Add file" to select and upload your completed CSV.
Configure Group and Preview Data Once the file is uploaded, a preview screen will display the detected affiliates.
Select a Group: Choose which affiliate group these new partners should be assigned to. This determines their commission rates and discount rules.
Welcome Email: Check or uncheck the box to decide if you want to send the automated welcome email to these affiliates immediately upon import.
Click "Import" to finalize the process.
Review the Import Summary After the process completes, you will see a summary of the results:
Imported: Successfully added affiliates.
Skipped: Affiliates who were already in your system.
Failed: Records that couldn't be processed (e.g., the discount code was already in use by another person).
What Happens Next?
Once the import is complete, your new affiliates will appear in your Active list. If you chose to send the welcome email, they will receive their registration links shortly. You can now begin tracking their referrals and managing their performance just like any other affiliate.