What we need
1
Your partner list
Whatever export the platform gives you — partner names, emails, referral codes, and status.
2
Your terms
Commission rates, and which partners are on non-standard ones. If your programme has tiers,
say which partner is in which — we’ll build them as groups.
3
Outstanding balances
What you still owe each partner, so their first TrackRev payout is correct.
4
Whether codes must be preserved
Tell us if partners have published links you can’t afford to break — it changes the order we
do things in.
What happens next
- You submit the request from Settings → Migration with a reply-to email. It’s recorded on your workspace and appears in your Import history.
- We reply within one business day with exactly which files we need.
- We map and load the data into a campaign you’ve set up, and send you the same per-row result summary a self-serve import produces.
- You review the imported affiliates before you switch your signup link over.
Assisted migrations are free on every paid plan. The import itself is the same code path as the
self-serve one — the difference is who does the column mapping.
Prefer to do it yourself?
If you can get a CSV of partners out of the platform — even a partial one — the self-serve importer takes it. Choose Any other platform and map the columns yourself; see Migrate from any other platform.Back to the migration overview
The full before/after checklist for moving a programme.

