All Collections
Getting started
About trackdesk
Migrating to trackdesk from another provider
Migrating to trackdesk from another provider
Martin Demiger avatar
Written by Martin Demiger
Updated over a week ago

If you're considering migrating your affiliate marketing operations to trackdesk from a competitor platform, we've got you covered! Our seamless migration process and flexible payment options make the transition smooth and cost-effective.

Here's a step-by-step action plan to guide you through the migration process:

Step 1: Evaluate Your Current Setup

Before starting the migration process, assess your existing affiliate marketing setup on your current platform. Make a note of your affiliates, campaigns, commission structures, and any other crucial data that needs to be migrated.

Step 2: Sign Up for trackdesk

If you haven't already, sign up for a trackdesk account. You can get started with the migration without incurring any upfront costs - you can enjoy a free version of trackdesk and get a sense of the majority of features before paying for them.

Step 3: Export Data from Your Current Platform

Most affiliate platforms allow you to export your data in CSV or other compatible formats. Export your affiliates, campaign details, and other relevant data from your platform.

Step 4: Prepare Data for Import

Review and clean up your exported data to ensure compatibility with trackdesk's import format. Schedule a call with our migration experts for more details.

Most of our migrating clients migrate all the affiliates' accounts. The offers are usually created from scratch since there is generally minimal compatibility between 2 different platform providers.

Step 5: Import Data into trackdesk

Currently, you can send the prepared data to our migration expert who will handle the import process for you. However, we are actively working on a solution that will allow you to handle the imports directly from the trackdesk platform, providing you with even more control and convenience.

Step 6: Verify and Test Data

Once the migration is complete, verify that all your affiliates, campaigns, and commission structures are correctly imported into trackdesk. Test the system to ensure everything works as expected.

Step 7: Notify Your Affiliates

Keep your affiliates informed about the migration process and provide them with any necessary instructions and new tracking links. You can do that directly from trackdesk's native email platform.

Step 8: Chose the Optimal Launch Date

Selecting the right launch date with trackdesk is crucial for a seamless transition. We recommend launching on the 1st day of the new month, as it allows for a fresh start and streamlined tracking. To ensure a smooth migration, inform your affiliates about the upcoming switch at least 1-2 weeks before the launch date. This proactive communication will help them prepare and adjust accordingly.

To safeguard against potential disruptions, keep your original platform operational for a few weeks after launching with trackdesk. This overlapping period will ensure no clicks or potential leads are lost during the transition. Once you're confident that the migration to trackdesk is running smoothly and all data is accurately recorded, you can close your account with the competitor platform.

By following these steps, you can confidently switch to trackdesk while minimizing any potential hiccups and maintaining relationships with your affiliates throughout the process. Our dedicated support team is always ready to assist you with any queries or concerns, ensuring that your affiliate marketing activities continue to thrive on trackdesk.

TIP: Professional Migration Services (Optional)

If you prefer professional assistance, consider our migration services available in our paid packages. Our experts will handle the entire migration process for you, ensuring a seamless transition and minimizing any potential downtime.

Did this answer your question?