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Migrating from FirstPromoter to Affiliate Manager: Step-by-Step Guide

Updated over 7 months ago

How to export your affiliates from FirstPromoter

Step 1: Within the FirstPromoter dashboard, navigate to the 'Promoters' section. Locate and click on the highlighted red 'Export' button as shown below.

Step 2: After the export process is finished, format your file to align with the supported import format and save it as a CSV file. You can refer to the provided CSV support format example for guidance.

Step 3: Import your Affiliate CSV file into the Affiliate Manager by following the steps outlined in the "How to Add or Upload Affiliates" guide within the Affiliate Manager.

Once the affiliates are successfully uploaded into the CRM, you can create Affiliate Campaigns. You can either use the 'Add' button to create a new campaign or 'Edit' an existing campaign to make any necessary changes.

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