New to migrating in general? Start with the Migration overview for how imports work, then come back here for the Dub-specific steps.
Before you start
You’ll need:- Admin access to your Dub workspace, so you can create an API key.
- A Dub Partners program with data in it. Referly imports your Dub partners, the customers they referred, and the commissions they earned — these come from Dub Partners, Dub’s affiliate side. If you only ever used Dub for short links and never ran a partner program, there won’t be affiliates or commissions to bring across.
- Your Referly program open in the dashboard, ready to import into.
- A few minutes. Larger programs take longer to pull across, but the import runs in the background — you don’t have to wait on the screen.
Create an API key in Dub
Referly connects to Dub using an API key — a single key you generate inside your Dub workspace. Here’s how to create one on Dub’s side:1
Log in to Dub
Sign in to your Dub dashboard at
app.dub.co and make sure you’re in the workspace that holds your partner program — API keys belong to a single workspace, so the key only sees the data in the one you’re viewing.2
Open API Keys in Settings
Go to Settings, then API Keys. You can also reach this page directly at
app.dub.co/settings/tokens.3
Create a new key
Select Create API Key and give it a name you’ll recognize later, such as
Referly import.4
Give it permission to read your data
Dub lets you choose what the key can access. Choose All permissions, or Read only — both let Referly read your partners, customers, and commissions. Avoid the Restricted option: it’s limited to links, analytics, domains, and tags, so it can’t see the partner and commission data Referly needs.If Dub asks whether to tie the key to you or to a machine user, either works. A machine user isn’t tied to a specific person, which is handy if team members change later.
5
Copy the key
Create the key and copy it right away. It starts with
dub_, and Dub only shows it once — if you lose it, you’ll need to create a new one. This single value is all Referly needs.If you ever think your API key has been exposed, delete it in Dub’s API Keys page and create a fresh one — then reconnect in Referly with the new key.
Open the import tool and choose Dub
1
Open the import tool
In your Referly dashboard, select the plus (+) button in the top bar, then choose Import Data. You can also select Import from the top of your Affiliates, Customers, or Sales pages.
2
Pick Dub as your source
On the Choose your source screen, select Dub from the list of platforms.
Connect your Dub account
The next screen shows Dub connecting to Referly, with a single API key field.1
Paste your API key
Paste the key you copied from Dub into the API key field. It’s hidden as you type, the same way a password field is.
2
Save the connection
Select Save connection. Referly checks the key with Dub right away. If it works, you’ll see the connection saved with a green Saved connection badge. If it doesn’t, double-check that you copied the whole key and that it has permission to read your data (not a Restricted key), then try again.
Referly remembers this connection, so the next time you import from Dub — say, to bring sales across after your affiliates — you won’t have to enter the key again. To swap in a different key later, select Replace connection.
Choose what to import
Once the connection is saved, you choose which parts of your Dub program to bring over. There are three, and they line up with Dub like this:
You can tick one, two, or all three — but the order you import them matters. Referred customers attach to affiliates, and sales attach to customers, so those have to exist in Referly first. Always bring your affiliates over first, then referrals, then sales. See Import in the right order below.
Pick the fields to bring across
When you tick an object, it expands to show every field Referly can pull from Dub for it. Each field has a checkbox, so you decide exactly what comes across. A few fields are marked Required — these are the details Referly needs to create the record, so they’re always on and can’t be switched off. Here’s what you can bring for each object.Affiliate fields
Affiliate fields
- First name (required) — the partner’s first name.
- Last name (required) — the partner’s last name.
- Email (required) — the partner’s email address. This is also how Referly links their referred customers and sales back to them.
- Join date — when they joined your Dub program, so their history stays accurate.
- Payout email — their PayPal payout email, when Dub has one on file.
- Affiliate link — their Dub referral link, so their existing links carry over.
- Provider affiliate ID — the partner’s ID in Dub, kept for your reference.
- Provider status — the partner’s status in Dub (for example, approved), kept for your reference.
Referral (customer) fields
Referral (customer) fields
- First name (required) — the customer’s first name.
- Last name (required) — the customer’s last name.
- Email (required) — the customer’s email address.
- Affiliate email (required) — the email of the partner who referred them. This is how each customer gets attached to the right partner, which is why affiliates must be imported first.
- Join date — when the customer was first created in Dub.
- External user ID — the customer’s own ID from your app, the one you passed to Dub, kept for your reference.
- Provider customer ID — the customer’s ID in Dub, kept for your reference.
- Provider status — where the customer is in their journey (for example, active, converted, or canceled).
Sale fields
Sale fields
- Customer email (required) — the email of the customer who bought.
- Customer name — the customer’s name.
- Affiliate email — the email of the partner credited for the sale.
- Transaction amount (required) — the value of the sale.
- Transaction date — when the sale happened.
- Commission (required) — the commission the partner earned on that sale.
- Paid status — the commission’s status in Dub (for example, pending or paid), so your payout history stays right.
- Provider transaction ID — the commission or invoice ID in Dub, kept for your reference.
- Provider status — the commission’s status in Dub.
Check the field matches
Before anything is imported, Referly shows you a preview of your Dub data lined up against the matching Referly fields. This is your chance to confirm everything landed in the right place — that names, emails, and amounts are matched to the fields you’d expect.
Look the preview over, and when it looks right, confirm to start the import.
Start the import and follow its progress
Imports run in the background, so you can close the panel and keep working. Every import appears in the Recent Imports list inside the import tool, each with its own progress. An import moves through these states:
Each card shows a progress bar and a running count of how many records came in and how many were skipped. A record is skipped when it’s missing a detail Referly needs — for example, a Dub partner with no email, a customer with no partner attached, or a commission missing its amount. That’s normal; the skipped count just tells you those few couldn’t be brought across.
You can pause a running import and resume it later, open Details for the full breakdown, or delete one you no longer need.
Import in the right order
Because referred customers attach to affiliates and sales attach to customers, run your Dub imports in this order and let each finish before starting the next:1
Affiliates first
Bring your partners over so there’s an affiliate for every customer and sale to attach to.
2
Referrals next
Import your referred customers. Each one links to its partner by email — which only works once those affiliates are already in.
3
Sales last
Import your commissions and sales, credited to the affiliates and matched to their customers.
Related
Migration overview
How imports work and what you can bring across.
Migrate from CSV
Prefer a spreadsheet? Import affiliates, customers, or sales from a file.
Commission plans overview
Set the terms your migrated affiliates earn on.
Invite affiliates
Bring new partners into your program by email.