Migrate Your Affiliate List to the CRM

Overview

This guide explains how to move your existing affiliate contacts from an external system into your CRM's affiliate management tools. The process involves exporting your data from your current platform, preparing the file, and importing it into the CRM.

Export Your Affiliate List

Begin by accessing your current affiliate platform's dashboard. Navigate to the section where your affiliate contacts or promoters are listed. Look for an option to export this list, typically labeled "Export," and download the data in CSV format.

Prepare Your CSV File

Once downloaded, open your CSV file. You will need to ensure its columns match the format required by the CRM for a successful import. It is crucial to review and adjust the column headers and data so they align with the CRM's expected structure before proceeding.

Import Affiliates into the CRM

Log into your CRM and navigate to the Affiliate section. Click the "Add" button and select the option to upload affiliates, which may be labeled "Upload Affiliate" or similar. On the upload screen, select your prepared CSV file. The system will guide you through a verification process; click "Next" to proceed and complete the import.

Next Steps

After your affiliates have been successfully imported, you can begin managing them within the CRM. Use the "Add" button to create new affiliate campaigns or edit existing ones to incorporate your newly imported contacts.