Migrating from a spreadsheet or another platform and want to skip the manual work of adding affiliates one by one? You can import all of them into Trackdesk at once via CSV - here's how.
Prepare your CSV file
First, prepare the raw data for import. As with most data operations, the better the source, the better the result - so make sure your data is consistent and error-free. The minimum required is each affiliate's email and full name (the name can be split into first / middle / last name columns - you'll connect them in a later step). You can also include an Affiliate ID or a password; if you don't have either, the system can generate them automatically.
If your file already has extra columns, leave them - the system only uses the relevant data.
We recommend putting a header row at the top of the CSV indicating what each column contains, which makes assigning data easier later. The system supports most common delimiters and encodings, though we recommend a comma delimiter and UTF-8 encoding.
Once you have your data prepared and ready to go, you can proceed onto the next step.
Upload your CSV file
Under "Affiliates", navigate to "Affiliate list" page from the main menu and click on the "Add new affiliate" button. You will see the following prompt with the "Import from CSV" (under Import affiliates) option:
Select the CSV file you prepared in the previous step, or drag and drop it directly into the app:
Review the data before committing to the import
The system parses your CSV columns and automatically maps them to parameters in the Trackdesk database. Before importing, review the data that will be imported.
Important: Review your data carefully, as it will appear in the system, to avoid any complications.
To set up your affiliates correctly, the following parameters can be created or imported:
Login email - The email affiliates use to log in and where they receive the invitation to register. For more on registration, see Invite Your Affiliates.
Full name - The affiliate's name as displayed in the system.
Affiliate ID - The affiliate's ID, used when sending traffic to your website (subject to the Affiliate ID Definition behavior described above).
Password - The initial login password.
Treat first line as header is on by default and skips the first row, using its values as the select-option labels in the mapping inputs below. Turn it off if your first row is actually affiliate data that should be imported.
In the column-mapping section, choose which columns from your file map to each Trackdesk parameter. For example, you can assemble the affiliate's full name by ordering several source columns; in the system they're unified into a single full name parameter.
Once you've reviewed everything, click Import. The system imports the affiliates and, on success, emails each one an invitation to sign up. You can track the result of each row in the status column.
Get started with affiliate management on Trackdesk
Now that your affiliates are imported, you can manage them and invite them to your offers to start generating conversions. To learn more, see the Affiliate management collection.