> ## Documentation Index
> Fetch the complete documentation index at: https://www.referly.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Import affiliates

> Add affiliates to Referly in bulk from a CSV file or another platform. Learn the required fields, how to map and run the import, and why affiliates go first.

When you're bringing a lot of affiliates into Referly at once — a list you've collected, or a whole program moving over from another tool — you don't add them one at a time. You import them in bulk, either from a spreadsheet or straight from another affiliate platform.

## Open the importer

From your [affiliates list](/docs/help-center/manage/affiliates/overview), select **Import Affiliates**. You can also open the importer from the **plus (+)** button in the top bar and choose **Import Data**, then **Create New Import** and pick **Affiliates** as the type.

Next, choose where your affiliates are coming from: a **CSV file**, or another **affiliate platform** you connect and pull from.

## Import from another platform

If you're switching from another affiliate tool, Referly can pull your affiliates in directly instead of you exporting a file. Connect the platform and Referly brings your affiliates across for you. There are step-by-step guides for each:

<Columns cols={2}>
  <Card title="Rewardful" href="/docs/help-center/getting-started/migrate/rewardful" arrow>Migrate from Rewardful.</Card>
  <Card title="FirstPromoter" href="/docs/help-center/getting-started/migrate/firstpromoter" arrow>Migrate from FirstPromoter.</Card>
  <Card title="Tolt" href="/docs/help-center/getting-started/migrate/tolt" arrow>Migrate from Tolt.</Card>
  <Card title="PartnerStack" href="/docs/help-center/getting-started/migrate/partnerstack" arrow>Migrate from PartnerStack.</Card>
</Columns>

See the [Migration overview](/docs/help-center/getting-started/migrate/overview) for the full list of platforms.

## Import affiliates from a CSV

If your affiliates are in a spreadsheet, a CSV import is the way to go.

### Prepare your file

Your CSV needs a column for each affiliate detail. Referly reads these fields:

| Field                  | Required?                                                                                  |
| ---------------------- | ------------------------------------------------------------------------------------------ |
| **First Name**         | Required                                                                                   |
| **Last Name**          | Required                                                                                   |
| **Email Address**      | Required — also how each affiliate's referred customers and sales get linked back to them. |
| **Join Date**          | Optional — keeps their original join date instead of today's.                              |
| **Payout Email**       | Optional — where they get paid, if different from their email.                             |
| **Affiliate Link/Ref** | Optional — their existing referral code, so their links carry over.                        |

Each affiliate needs at least a first name, last name, and email. The rest are optional but worth including if you have them.

### Upload and map

Upload your CSV, then match each column in your file to the matching Referly field. Referly shows which fields are **Required** and which are **Optional** so you know what has to be matched before you can continue.

### Run it and track progress

Start the import and it runs in the background — you can close the panel and keep working. Every import shows up in the **Recent Imports** list with its progress and a count of how many affiliates came in and how many were skipped. An affiliate is skipped when a required detail is missing, such as a row with no email.

For the full mechanics of CSV imports — preparing your file, mapping columns, and reading the results — see [Migrate from CSV](/docs/help-center/getting-started/migrate/csv).

## Import affiliates before customers and sales

If you're also bringing over referred customers and past sales, **import your affiliates first**. Customers attach to affiliates, and sales attach to customers, so those imports need your affiliates to already be in place — they're matched by email. Referly won't let you start a customer or sales import until the affiliate import it depends on has finished. See [Migration overview](/docs/help-center/getting-started/migrate/overview) for the recommended order.

## After the import

Imported affiliates appear in your list like any others, tagged with an **Imported** source so you can tell where they came from. From there you can [organize them into groups](/docs/help-center/manage/affiliates/groups), [set their commission plan](/docs/help-center/manage/affiliates/change-commission-plan), or filter and message them like the rest of your affiliates.

## Related

<Columns cols={2}>
  <Card title="Migrate from CSV" icon="file-csv" href="/docs/help-center/getting-started/migrate/csv" arrow>
    The full guide to importing from a spreadsheet.
  </Card>

  <Card title="Migration overview" icon="map" href="/docs/help-center/getting-started/migrate/overview" arrow>
    Bring affiliates, customers, and sales across in order.
  </Card>

  <Card title="Add affiliates manually" icon="user-plus" href="/docs/help-center/getting-started/recruit/add-affiliates-manually" arrow>
    Adding just a few? Create them by hand instead.
  </Card>

  <Card title="Affiliates overview" icon="users" href="/docs/help-center/manage/affiliates/overview" arrow>
    Where your imported affiliates land.
  </Card>
</Columns>
