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Moving from Tapfiliate doesn’t mean rebuilding your program by hand. Referly connects straight to your Tapfiliate account and pulls your affiliates, their referred customers, and your past sales and commissions across for you — no CSV exports, no file wrangling. You give Referly one key from Tapfiliate, choose what to bring over, and it does the rest in the background. This guide walks through the whole move: where to find the key inside Tapfiliate, how to connect, every setting you’ll see while choosing what to import, and how to follow each import as it runs.
New to migrating in general? Start with the Migration overview for how imports work, then come back here for the Tapfiliate-specific steps.

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Before you start

You’ll need:
  • Admin access to your Tapfiliate account, so you can reach your profile settings and copy your API key.
  • 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.
Your Tapfiliate API key can read your account data and even approve commissions, so treat it like a password: copy it straight into Referly, don’t paste it into public code, screenshots, or repositories, and don’t share it. Referly stores it securely so you only enter it once.

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Get your API key from Tapfiliate

Referly connects to Tapfiliate using your API key — a single key from your Tapfiliate profile. Here’s how to find it on Tapfiliate’s side:
1

Log in to Tapfiliate

Sign in to your Tapfiliate account as an admin.
2

Open your Profile Settings

Select the initials bubble at the bottom left of the screen, then choose Profile Settings from the menu. This is your personal profile page, which opens at app.tapfiliate.com/a/profile/.
3

Copy your API Key

Scroll to the bottom of the page to the API Key section and copy the key shown there. This one value is all Referly needs.
If your key ever gets exposed, generate a fresh one in the same API Key section in Tapfiliate, then reconnect in Referly with the new key.
With that copied, head back to Referly.

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Open the import tool and choose Tapfiliate

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 Tapfiliate as your source

On the Choose your source screen, select Tapfiliate from the list of platforms.
choose-tapfiliate-source

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Connect your Tapfiliate account

The next screen shows Tapfiliate connecting to Referly, with a single API key field.
1

Paste your API key

Paste the API key you copied from Tapfiliate 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 Tapfiliate 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 from the API Key section and try again.
tapfiliate-connection-form Referly remembers this connection, so the next time you import from Tapfiliate — 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.

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Choose what to import

Once the connection is saved, you choose which parts of your Tapfiliate program to bring over. There are three, and they line up with Tapfiliate 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. select-objects-and-fields

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Pick the fields to bring across

When you tick an object, it expands to show every field Referly can pull from Tapfiliate 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.
  • First name (required) — the affiliate’s first name.
  • Last name (required) — the affiliate’s last name.
  • Email (required) — the affiliate’s email address. This is also how Referly links their referred customers and sales back to them.
  • Join date — when they joined your Tapfiliate program, so their history stays accurate.
  • Payout email — their payout email, when Tapfiliate has one on file.
  • Affiliate link — their referral link, so their existing links carry over.
  • Provider affiliate ID — the ID Tapfiliate used for the affiliate, kept for your reference.
  • Provider status — the affiliate’s status in Tapfiliate (for example, active), kept for your reference.
  • 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 affiliate who referred them. This is how each customer gets attached to the right affiliate, which is why affiliates must be imported first.
  • Join date — when the customer or referral was first created in Tapfiliate.
  • External user ID — the customer’s own ID from Tapfiliate (the customer ID you passed when tracking them), kept for your reference.
  • Provider customer ID — the referral’s ID in Tapfiliate, kept for your reference.
  • Provider status — the referral’s status in Tapfiliate.
  • Customer email (required) — the email of the customer who bought.
  • Customer name — the customer’s name.
  • Affiliate email — the email of the affiliate credited for the sale.
  • Transaction amount (required) — the value of the conversion.
  • Transaction date — when the conversion happened.
  • Commission (required) — the commission earned on that conversion.
  • Paid status — whether the commission was already approved in Tapfiliate, so your payout history stays right.
  • Promo code — the coupon code used on the sale, when there was one.
  • Affiliate link — the referral link tied to the sale.
  • Provider transaction ID — the conversion’s ID in Tapfiliate, kept for your reference.
  • Provider status — the conversion’s status in Tapfiliate (for example, approved or pending).
The default selections cover what most programs want, so if you’re not sure, leaving them as they are is a safe choice. When you’re happy with your picks, select Continue.

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Check the field matches

Before anything is imported, Referly shows you a preview of your Tapfiliate 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. map-fields-review Look the preview over, and when it looks right, confirm to start the import.

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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 to place it — most often a Tapfiliate customer or conversion with no name or email that Referly can tie to it. That’s normal; the skipped count just tells you those few couldn’t be brought across. tapfiliate-import-progress You can pause a running import and resume it later, open Details for the full breakdown, or delete one you no longer need.
Tapfiliate keeps a customer’s name and email on the conversions they came from, so Referly reads both your customers and your conversions to piece together each referral. If a customer has no name or email anywhere Referly can find it, that record is skipped rather than imported half-formed.

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Import in the right order

Because referred customers attach to affiliates and sales attach to customers, run your Tapfiliate imports in this order and let each finish before starting the next:
1

Affiliates first

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

Referrals next

Import your referred customers. Each one links to its affiliate by email — which only works once those affiliates are already in.
3

Sales last

Import your conversions 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. Since your Tapfiliate connection is saved, each round just means reopening the import tool, picking Tapfiliate, and choosing the next object.
Check each import’s results — the imported and skipped counts — before moving on to the next type. Getting affiliates in cleanly first means your customers and sales attach to the right affiliates automatically.

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.
Last modified on July 21, 2026