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Switching from another affiliate platform — or from a spreadsheet you’ve been keeping by hand — doesn’t mean starting over. Referly can bring your existing affiliates, their referred customers, and past sales in with you, so your program picks up where it left off instead of from zero. This page is the map for that move. It covers the two ways to get data in, what you can bring across, the order to do it in, and how to follow each import while it runs. When you’re ready to migrate from a specific tool, jump to its guide at the bottom.

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Two ways to bring your data in

Every migration starts by choosing where the data comes from. You have two options:
  • Upload a CSV file. Export your affiliates, customers, or sales from your old tool (or your own spreadsheet) as a CSV, then upload it and match up the columns. This works no matter what you’re coming from. See Migrate from CSV.
  • Connect another affiliate platform. If you’re leaving one of the platforms Referly supports directly, you can connect it and pull your data across through its own connection — no exporting or file wrangling. You provide a key (and, for some platforms, an extra ID) from your old account, and Referly reads the data for you.
Referly can connect directly to these platforms today:

Rewardful

Connect with your Rewardful API secret.

FirstPromoter

Connect with your API key and Account ID.

PartnerStack

Connect with your PartnerStack API key.

Tapfiliate

Connect with your Tapfiliate API key.

Tolt

Connect with your API key and program ID.

Partnero

Connect with your Partnero API key.

Trackdesk

Connect with your tenant ID and API key.

Dub

Connect with your Dub API key.
Not on the list? Export from your current tool and use the CSV import instead — it handles any source. choose-import-source

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What you can bring across

A migration is made up of three kinds of data, and you import them one at a time:
  • Affiliates — your partners, with their names, emails, and referral links or codes.
  • Customers — the people your affiliates referred, each linked back to the affiliate who referred them.
  • Sales — past transactions and the commissions attached to them, credited to the right affiliate.
You don’t have to import all three. If you only want your affiliate list to come across, import affiliates and stop there. But if you want your program’s history intact — who referred whom, and what they earned — you’ll want all three.

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Import in the right order

Order matters, because each layer builds on the one before it. Customers are linked to their affiliates, and sales are linked to their customers, so those affiliates and customers need to exist in Referly first. Always migrate in this order:
1

Affiliates first

Bring your partners in so there’s someone for every customer and sale to attach to.
2

Customers next

Import the referred customers. Each one links to the affiliate who referred them.
3

Sales last

Import the transactions and commissions, credited to the affiliates and matched to their customers.
Referly reminds you of this order as you go, and it won’t let you start a customer or sales import while the affiliate import it depends on is still running — so wait for each step to finish before starting the next. choose-what-to-import

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Start an import

You can begin a migration from anywhere in your dashboard:
1

Open the import tool

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

Choose your source

Pick Import from CSV file, or select the platform you’re migrating from.
3

Choose what to import

Pick affiliates, customers, or sales — starting with affiliates, following the order above.
4

Connect or upload, then match your fields

For a CSV, upload the file. For a connected platform, enter your key and save the connection. Referly then shows your data and lines its columns up with the right fields, so you can check the matches before importing.
5

Start the import

Confirm, and Referly begins bringing your data in. Repeat for the next type of data.
The exact fields and options differ slightly by source — each platform’s guide walks through its own screen in detail.

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Track an import while it runs

Imports run in the background, so you don’t have to sit and watch. Every import you start appears in the Recent Imports list inside the import tool, each showing its own progress. An import moves through these states: Each card also shows a progress bar and a running count of how many records came in successfully and how many were skipped, so you can spot problems early. You can pause an import that’s running and resume it later, open Details to see the full breakdown, or delete an import you no longer need. import-progress-list
Take your time and check each import’s results before moving to the next type. Getting affiliates in cleanly first means your customers and sales attach to the right partners automatically.

Migrate from CSV

Import affiliates, customers, or sales from a spreadsheet.

Invite affiliates

Bring new partners into your program by email.

Commission plans overview

Set the terms your migrated affiliates earn on.

Add a sale

Record a one-off sale by hand after you’ve migrated.
Last modified on July 21, 2026