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Moving an affiliate programme to TrackRev mostly means re-creating your commission terms, bringing partners across, and repointing your signup link. Because TrackRev computes commissions from your real charges, you also gain refund reversal and true recurring/LTV tracking that link-only tools can’t match.

Import your affiliates from a CSV

Settings → Migration imports affiliates, referral codes, coupon codes, and unpaid balances from FirstPromoter, Rewardful, Tolt, and others in one upload. This guide is the wider cutover checklist around it.
1

Connect your revenue first

TrackRev commissions come from actual charges, so connect your payment processor before anything else. This is also what powers automatic refund reversal.
2

Re-create your programme

In Create a programme, match your existing terms: commission type and rate, recurring policy, and cookie window (set it to match your old tool so in-flight referrals attribute consistently).
3

Bring your partners across

Export your affiliates and import the CSV — referral codes come with them, so links they’ve already shared keep working once you repoint the domain. For a handful of partners, inviting them individually works too.
4

Carry over coupon codes

The import brings coupon codes across with each affiliate. Added someone by hand? Set their coupon code on the enrollment so coupon sales keep crediting them — see Coupon-code tracking.
5

Brand and repoint the signup page

Set your subdomain and branding, then update your website’s “become an affiliate” link to the new TrackRev signup URL.
6

Communicate the move

Message partners with their new portal link and confirm their payout details and tax form are on file for the next payout run.
7

Run in parallel briefly, then cut over

Keep the old tool read-only for a short window to reconcile any pending payouts, then fully cut over once TrackRev is recording sales correctly.
Individual historical commissions aren’t imported — TrackRev’s ledger starts at your go-live date. What each affiliate is still owed does come across (as a carried-over commission), so your first payout run here settles the balance your old tool was showing.

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What you gain

Then launch

Follow the launch checklist to finish standing up the programme.