Migrate from Trackdesk
Migrate from Trackdesk
Migrate your 
program into 
Migration help without a $329 plan attached to it
Referly imports directly from Trackdesk, and helping you move is free on every plan.
14-day free trialNo credit card requiredMigration is free on every plan
Choose your import source
Import from another affiliate platform
TrackdeskAffiliates, referrals and sales, over Trackdesk's API.
Rewardful
FirstPromoter
ToltConnect Trackdesk
API key
Your Trackdesk API key from Personal access tokens.
Tenant ID
Referly validates the connection before it imports anything.
ConnectWhat to bring across
Imports
ProcessingCompletedAffiliates, 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 Trackdesk. Generate a personal token under Settings, Integrations, take your tenant ID from the identifiers panel, and run the importer: affiliates arrive with their codes, rates and join dates. Offers and commission structures are rebuilt by hand. Migration is free on every plan.
Migration help
Migration is free here, on every plan
Direct import or CSV, Startup or Enterprise, moving your program costs nothing and we will help you plan it. Bring your export, the list of offers you need rebuilt and a cutover date.
Stated once and without embellishment, because it is the reason this page exists: Trackdesk includes migration and implementation assistance from its Business plan, which is $329 a month. That is their published position, not a characterisation of it.
Before you start
Exactly what moves
Trackdesk is network-shaped, so it carries more configuration than the SaaS-first tools and more of it is rebuilt.
Affiliates and their details
Names, emails, payout emails, countries and status, over the API.
Referral links and codes
The code survives the move; the domain it points at changes.
Per-affiliate commission rates
Arrive as per-affiliate overrides rather than collapsing to one program rate.
Conversions and commissions
With original dates and paid status intact, so the migration cannot double-pay anyone.
Paid payouts
Sales you import can carry their paid status, so nobody is paid twice. The payout records themselves stay behind.
Unpaid commissions
Import them marked unpaid and pay from Referly, or pay them out of Trackdesk first.
Offers
There is no offer object to import into. Rebuilt as commission plans with rule groups, which cover the same ground differently. Trackdesk's Business plan allows ten active offers, so count yours during scoping.
Tracked coupons
The codes import and can be minted on your connected store so they work at checkout. Trackdesk's Business plan tracks up to 100 of them, which is usually the number you are rebuilding.
Postback configuration
Referly supports affiliate-side postbacks with a 42-macro catalogue, but each affiliate configures their own URL in their own portal. The setup is redone rather than migrated.
The historic click log
Not importable from any tool. Click and conversion-rate charts start on cutover day.
Commission structures are rebuilt by hand on every migration, from every tool, including this one. On Trackdesk the offers and the coupon mappings are the bulk of that work, so count both before you pick a cutover date.
Step 1
Your Trackdesk token and tenant ID
Two values, in two places, both under Settings. A read-only token is enough for the import, and Trackdesk supports scoping and IP whitelisting on it.
Trackdesk tokens carry scoped permissions and support IP whitelisting. A read-only token is enough for the import.
In Trackdesk
- 1
Settings → Integrations → Personal tokens
Copy a personal access token.
- 2
Settings → "Your Trackdesk identifiers", top right
Copy your tenant ID, which is also the subdomain the importer calls.
How Referly authenticates
An X-Api-Key header, sent against your own tenant subdomain rather than a shared host.
Source: Trackdesk's help article on personal tokens, checked 2026-08-10.
The importer
Exactly what the Trackdesk importer pulls
Generated from the importer itself, so it is what the product does today rather than what a page once claimed.
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
Affiliates first, then referrals, then sales. The order is enforced, because a referral needs its affiliate and a sale needs both.
Choose your import source
Import from another affiliate platform
TrackdeskAffiliates, referrals and sales, over Trackdesk's API.RewardfulFirstPromoterToltConnect Trackdesk
API key
Your Trackdesk API key from Personal access tokens.
Tenant ID
Referly validates the connection before it imports anything.
ConnectWhat to bring across
Imports
ProcessingCompletedAffiliates, then referrals, then sales. Referly runs them in that order because a referral needs its affiliate and a sale needs both.
The migration
Scope, export, import, verify
Counting your offers and tracked coupons is most of step one on this migration.
~45 min
List your campaigns, commission rules and open payouts. Decide what happens to commissions accrued but not yet paid.
~30 min
Export affiliates from Trackdesk. Referly's direct Trackdesk importer maps affiliates, their referral links and their commission rates.
1 to 2 hours
Recreate your commission plans in Referly, run the import, and swap the tracking script and the payment connection.
3 to 7 days overlap
Run both in parallel, compare attributed sales daily, then switch off Trackdesk.
Scope and plan
List your campaigns, commission rules and open payouts. Decide what happens to commissions accrued but not yet paid.
Export and map
Export affiliates from Trackdesk. Referly's direct Trackdesk importer maps affiliates, their referral links and their commission rates.
Configure and import
Recreate your commission plans in Referly, run the import, and swap the tracking script and the payment connection.
Verify and go live
Run both in parallel, compare attributed sales daily, then switch off Trackdesk.
half a day, then 3 to 7 days running both tools side by side. Trackdesk programs tend to carry more offers and coupon mappings than the Stripe-first tools, and offers do not import, so count them during scoping.
Coupons
ShopifyThe code is created on the store itself, not just recorded here, so a customer who types it at checkout gets the discount and the affiliate gets the sale.
New coupon
Code
The rebuild that takes longest
Coupon codes that exist on the store, not just in a table
A code recorded in your tracking tool and a code that works at checkout are different things, and a migration is exactly where that difference surfaces. Referly can create each affiliate's code on the connected store during the import, or pull in codes that already exist there and bind them to the right affiliate. There is no separate ceiling on how many you track.
- Create codes on Shopify, Stripe, WooCommerce or Polar as part of the import
- Or import the codes already live on your store and attach them to affiliates
- Commission rules can key off a coupon being used, not just a link being clicked
Automatic coupon generation is on Business and above. Coupon tracking itself is on every plan, including Startup.
Plan your move
Where each plan runs out
Trackdesk meters on program revenue and so does Referly, so the useful comparison is where your own number lands on each ladder rather than the sticker on the front.
Referly
Trackdesk
Referly
Startup
Trackdesk
Business
The dashed line is your revenue crossing each ladder. At $8,000/mo, Referly bills $75 and Trackdesk bills $329.
Customer stories
Take their word for it
The founders and affiliate managers behind three fast-growing programs, in their own words.
“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
Affiliate Manager, Moov
$6.9M
in total affiliate-driven revenue
- 1,154
- active affiliates
- 19,017
- affiliate sales
- 1,240,030
- clicks tracked
“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
Founder & CEO, OptimizePress
- 7 figures
- in affiliate-driven sales
- 4,554
- active affiliates
- 10,536
- referrals
“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
CMO & Co-founder, Letterly
- 300K+
- app users
- 689
- active affiliates
- 24,114
- clicks tracked
Affiliates
Imported
Maya BergströmToday12 Mar 2024$1,200
Tomás RiveiroToday04 Jun 2024$1,020
Priya RaghavanToday28 Sep 2024$840Dieter VossToday15 Jan 2025$660Aiko TanakaToday02 May 2025$480Original dates, not import dates
Map the join-date column and every affiliate arrives with the date they actually signed up. Sales keep their transaction dates, and commissions already paid arrive marked paid, so nobody gets paid twice.
The history question
Affiliates keep the dates they joined on
Map the join-date column and every affiliate arrives with the date they actually signed up rather than with today's. Conversions keep their transaction dates, and commissions already settled arrive marked paid, so the first payout run after the migration does not try to pay them a second time. Tenure, leaderboards and lifetime earnings all still read correctly.
- Join dates, transaction dates and refund dates all preserved
- Settled commissions import as already paid
- Imported records stay distinguishable from live ones
Last step
Cancelling Trackdesk
Export a copy of everything before you press it: affiliates, offers, tracked coupons, conversions and payout history, as CSV, kept somewhere durable. Access usually closes at cancellation.
Cancel from your Trackdesk billing settings once the overlap has finished and both dashboards agree on attributed sales.
If your affiliates are firing postbacks into their own tools, tell them before you switch it off rather than after. A media buyer whose tracker stops receiving conversions assumes the traffic died, and that is an avoidable week of confusion.
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
About half a day of hands-on work, then three to seven days running both tools in parallel. Trackdesk programs carry more offers and coupon mappings than the Stripe-first tools, and neither of those imports, so count them during scoping.
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