Migrate from PartnerStack

Migrate from PartnerStack

Migrate your program into Referly

This one is worth planning properly

Referly imports partners, customers and transactions from PartnerStack. The network does not travel.

Migration is free on every planNo credit card required to start14-day free trial

Connect PartnerStack

Not connectedConnected

API key

psk_live_...

Your PartnerStack API key from Settings → API.

Referly validates the connection before it imports anything.

Connect

What to bring across

Affiliatesnames, emails, links, rates, join dates
Referralscustomers, with the affiliate who referred them
Salesamounts, commissions, paid status, original dates

Imports

ProcessingCompleted
AffiliatesPartnerStack API1543987061,0141,284 / 1,284
1,284 imported0 failedReferral codes preserved
ReferralsQueued, runs next
SalesQueued, runs last

Affiliates, then referrals, then sales. Referly runs them in that order because a referral needs its affiliate and a sale needs both.

Referly imports directly from PartnerStack, using the public and secret keys under Settings, Integrations. Partners, customers and transactions come across. Partner types, tiers, reseller and agency structures, managed-partner workflows and your marketplace listing do not, because there is nothing to import them into. Plan on one to two weeks, and book a call first.

Migration help

Start with a call, not an export

Most PartnerStack migrations should not be self-served, and saying so is more useful than pretending otherwise. Bring the shape of your program: how many partner types, whether you run resellers or agencies as well as affiliates, what your managed partners expect, and what you use the marketplace for. Migration itself is free on every plan, and so is the call.

For context on the category's norms: Trackdesk includes migration and implementation assistance from its Business plan at $329 a month. Referly's is free on every plan, and the done-for-you version is part of Enterprise and the agency plans.

Before you start

Before you start: what stays behind

This is a longer list than the other migrations in this cluster, because PartnerStack is a bigger thing than a tracking tool.

Stays behind

The marketplace and its supply side

PartnerStack's network brings partners to you, and a migration does not bring them with it. Referly has its own marketplace, but it is a separate licence rather than something the move includes, and it is a different network with different people in it. If a meaningful share of your partners came from theirs, price that honestly before you decide.

Stays behind

Partner types and tiers

Affiliate, reseller and agency partner structures have no equivalent object. Referly models this with affiliate groups, commission plans and milestones, which cover a lot of the same ground in a flatter shape. Rebuilding it is the bulk of the one to two weeks.

Stays behind

Managed-partner workflows

Challenges, learning modules, MDF management and the workflow tooling around managed partners do not export and have no import target.

Stays behind

Commission structures

Rebuilt by hand, as on every migration from every tool.

Stays behind

The historic click log

Not importable from any tool. Click and conversion-rate charts start on cutover day.

Comes across

Partners and their details

Names, emails, payout emails and status, over the Vendor API.

Comes across

Referral links and codes

The code survives the move; the domain it points at changes.

Comes across

Customers, sales and commissions

With their original dates, so the history you built on PartnerStack is still the history you report on.

Partly

Paid payouts

Sales you import can carry their paid status, so nobody is paid twice. The payout records themselves stay behind.

Partly

Unpaid commissions

Import them marked unpaid and pay from Referly, or pay them out of PartnerStack first.

Commission structures are rebuilt by hand on every migration, from every tool, including this one. On PartnerStack that is the smallest item on the list rather than the largest, which is the clearest signal that this migration is different in kind from its siblings.

Plan your move

What to ask before you commit to anything

Since you are going to be on calls anyway, these are the questions worth asking any vendor in this category, including us. PartnerStack publishes no prices and no meters, so the first two are the ones that matter most.

Get every answer in writing.

Step 1

Where your PartnerStack API keys live

Two keys, one panel. The Vendor API uses them as a Basic auth pair rather than a single bearer token.

The keys give you partners, customers and transactions. They do not give you partner types, tiers, reseller and agency structures, managed-partner workflows or your marketplace listing, because those have no equivalent to import into. That is the real work on this migration and it is why this page recommends a call.

In PartnerStack

  1. 1

    Settings → Integrations → PartnerStack API Keys

    Copy your public key and your secret key.

How Referly authenticates

HTTP Basic on the Vendor API: the public key is the username, the secret key is the password.

Source: PartnerStack's Vendor API authentication docs, checked 2026-08-10.

The migration

How the migration works

The durations here are honest rather than flattering. Step two is days, not minutes, because scoping a network is real work.

1Scope and plan

~2 hours

List your campaigns, commission rules and open payouts. Decide what happens to commissions accrued but not yet paid.

2Export and map

1 to 3 days

Export affiliates from PartnerStack. Referly's direct PartnerStack importer maps affiliates, their referral links and their commission rates.

3Configure and import

1 to 2 days

Recreate your commission plans in Referly, run the import, and swap the tracking script and the payment connection.

4Verify and go live

1 to 2 weeks overlap

Run both in parallel, compare attributed sales daily, then switch off PartnerStack.

1 to 2 weeksthen 1 to 2 weeks running both, so you can compare the numbers before you switch anything off.Free on every plan
1

Scope and plan

List your campaigns, commission rules and open payouts. Decide what happens to commissions accrued but not yet paid.

2

Export and map

Export affiliates from PartnerStack. Referly's direct PartnerStack importer maps affiliates, their referral links and their commission rates.

3

Configure and import

Recreate your commission plans in Referly, run the import, and swap the tracking script and the payment connection.

4

Verify and go live

Run both in parallel, compare attributed sales daily, then switch off PartnerStack.

1 to 2 weeks, then 1 to 2 weeks running both tools side by side. PartnerStack is a partner network, not only tracking. Partner types, tiers, reseller and agency structures, managed-partner workflows and the marketplace listing have no equivalent to import into. Book a migration call rather than doing this yourself.

Set up your program

1Create your affiliate program~1 min
2Tell us what you sell~1 min
3Name it and brand it~2 min
4Set your commission~3 min
5You're all setdone

Your program is live

no call booked

Published pricing, a card, and a signup link you can send today. If your program is large or complicated, a call is available and useful. It is just not the only way in.

What changes about buying

A program you can stand up without a call

PartnerStack's pricing page publishes no prices and no meters, and every tier's only call to action is booking a demo. Their own line is that pricing depends on program size, feature needs and support level, and is confirmed during the demo. Referly publishes what it costs, and you can have a program live before anyone from sales speaks to you. That does not make the call useless on a migration this size, but it does mean the call is a choice rather than a gate.

  • Published prices and published meters, on the pricing page
  • A live program at the end of a five-step setup, on a card, today
  • The call is still there, and on this migration it is worth taking

Customer stories

Take their word for it

The founders and affiliate managers behind three fast-growing programs, in their own words.

Moov
EcommerceFitness

Affiliates drive a serious share of our revenue across three countries. Since we moved to Referly everything runs from one place, tracking has been spot on, and our partners get paid without me chasing spreadsheets.

Alexander Koppers

Alexander Koppers

Affiliate Manager, Moov

$6.9M

in total affiliate-driven revenue

1,154
active affiliates
19,017
affiliate sales
1,240,030
clicks tracked
OptimizePress
SaaSSite builder

We have been running affiliate programs for over a decade, and ours is one of the biggest parts of how OptimizePress grows. Referly is the first platform where an operation with thousands of partners actually feels manageable, from recruiting new affiliates to tracking every sale they send.

James Dyson

James Dyson

Founder & CEO, OptimizePress

7 figures
in affiliate-driven sales
4,554
active affiliates
10,536
referrals
Letterly
Mobile appAI writing

This platform is quite simple and easy to use, and you can start attracting people to your affiliate program very quickly. A big plus is that the founder, Ayo, is super responsive.

Ilfat Khayrullin

Ilfat Khayrullin

CMO & Co-founder, Letterly

300K+
app users
689
active affiliates
24,114
clicks tracked

Team members

1 seat4 seats
YOYouOwner
Rosa NeumannAdmin
Ben OkaforManager
Lise AndersenFinance
Invite a teammate

Programs

Main programCreator programSeparate rates, one login

How the structure maps

Groups, plans and programs instead of partner types

There is no direct translation from PartnerStack's partner types, so it is worth seeing what the target shape actually is before you scope the rebuild. Affiliate groups carry their own default commission plan and their own branding. Separate programs handle genuinely separate motions, such as resellers alongside affiliates, with their own rosters and rates. Team members get roles rather than a shared login, and agency accounts sit above all of it if you run programs for other people.

  • Affiliate groups with their own default plans and rates
  • Separate programs for separate motions, switched in the sidebar
  • Milestones and performance bonuses where you had tiers

Multiple commission plans, per-affiliate rates, milestones and multi-level commissions are on Business and above. Influencer Discovery is a paid add-on and the marketplace listing is a separate licence, so neither is included in a plan price.

The importer

What the API actually carries

Worth reading closely on this migration, because the gap between this list and your PartnerStack instance is the scope of the rebuild.

1. Affiliates

First name · Last name · Email · Join date · Affiliate link

2. Referrals

First name · Last name · Email · Affiliate email · Join date · External user ID

3. Sales

Customer email · Customer name · Affiliate email · Transaction amount · Transaction date · Commission · Paid status

Partners first, then customers, then transactions. The order is enforced, because a customer needs its partner and a transaction needs both.

Connect PartnerStack

Not connectedConnected

API key

psk_live_...

Your PartnerStack API key from Settings → API.

Referly validates the connection before it imports anything.

Connect

What to bring across

Affiliatesnames, emails, links, rates, join dates
Referralscustomers, with the affiliate who referred them
Salesamounts, commissions, paid status, original dates

Imports

ProcessingCompleted
AffiliatesPartnerStack API1543987061,0141,284 / 1,284
1,284 imported0 failedReferral codes preserved
ReferralsQueued, runs next
SalesQueued, runs last

Affiliates, then referrals, then sales. Referly runs them in that order because a referral needs its affiliate and a sale needs both.

Last step

Cancelling PartnerStack

Export a copy of everything before you press it, and on this migration that includes things you will not think of: partner tiers, challenge history, MDF records and whatever lives in your managed-partner workflows. None of it imports, and all of it is context you will want later.

Cancellation runs through your account team rather than a button, which is worth building into the timeline rather than discovering at the end of it.

Give the overlap longer than you would elsewhere. Partner programs at this size have long attribution windows and partners who check in monthly rather than daily, so a week is usually not enough.

FAQ

Migration questions

Answered as honestly and as accurately as we can, including the parts that are work.

14-day free trial · No credit card required · Cancel anytime

  • One to two weeks, realistically, including the overlap. The import of partners, customers and transactions takes an afternoon. Rebuilding partner types, tiers and managed-partner workflows is the rest, because none of that has an import target.