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Moving an affiliate programme is mostly one job: getting your affiliates here with the links they’ve already shared still working. TrackRev does that from a CSV export of your current platform — no API keys, no re-onboarding your partners.

Settings → Migration

The import lives under Settings → Migration in either dashboard.

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What comes across

Opening balances are historical context, not attribution. TrackRev recomputes commissions from your own charges, so everything after the import is calculated from real revenue.

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Before you import

1

Connect your revenue

TrackRev commissions come from actual charges, so connect your payment processor first.
2

Re-create your terms

In Create a programme, match your existing commission type, rate, recurring policy, and cookie window. Affiliates you import join this campaign.
3

Set up groups (optional)

If your old platform had tiers with different rates, create matching groups first — the import can drop everyone into one.

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Run the import

1

Export from your current platform

Pick your platform in the Migration list to see exactly where its export lives.
2

Upload the CSV

Drop the file in as-is. Up to 1,000 affiliates per file — split larger programmes and run the import twice.
3

Check the column mapping

TrackRev auto-detects the columns from the platform you chose. Anything it got wrong (or couldn’t find) you re-point yourself from a dropdown, and the preview updates live.
4

Choose what to bring across

Four switches: keep referral codes, keep coupon codes, carry unpaid balances, and approve everyone on import.
5

Confirm

The preview shows every row, including the ones that will be skipped and why. Import writes the affiliates, their referral links, and any carried balances in one go.
Your affiliates have already shared links. Two things preserve them:
  1. Keep their referral codes. The import re-uses each affiliate’s old code as their TrackRev link slug, so sarah stays sarah. If a code is already taken in your workspace, that affiliate gets a fresh link and the import tells you which ones.
  2. Repoint the domain. Once you’ve imported, point the domain (or subdomain) your old links used at TrackRev — see Custom domains.
A code that can’t be reused never fails the affiliate: they import with a new link, and you’ll see the change listed on the results screen.

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Re-running an import

Imports are safe to re-run. An affiliate who’s already on the campaign is skipped, never overwritten — so a second upload of a slightly newer export adds the new people without touching live coupon codes or balances on the existing ones.

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Per-platform guides

FirstPromoter

Rewardful

Tolt

Any other platform

We'll do it for you

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After the import

1

Tell your affiliates

They sign in to the partner portal with the same email — no password to set up front. Use messaging to send the portal link to everyone at once.
2

Check carried balances

Carried-over balances appear as manual commissions in your next payout run. Review them before you approve the batch.
3

Collect tax forms

Tax forms don’t transfer between platforms — affiliates fill theirs in from the portal.
4

Cut over

Keep the old tool read-only for a short window to reconcile in-flight referrals, then repoint your signup link and switch off its tracking script.