How to Bulk Import Affiliates

If you have an existing list of affiliates — from another platform, a spreadsheet, or a partner list — you can import them all at once instead of adding them individually. Imported affiliates are automatically approved and immediately active.

Go to Affiliate Program > Import in your dashboard.

Preparing Your CSV

Your CSV file needs at minimum an email column. Everything else is optional:

Column	Required	Description
Email	Yes	The affiliate's email address
Discount Code	No	A Shopify discount code to assign (Shopify merchants only)
Affiliate Commission	No	Commission rate for the affiliate (e.g., 10)
Commission Type	No	percentage or fixed — defaults to percentage
Customer Discount	No	Customer offer amount (e.g., 10)
Discount Type	No	percentage or fixed — defaults to percentage

Column names are flexible — the importer auto-detects common naming patterns. For example, "email", "Email", "e-mail", or "affiliate_email" all work for the email column. If auto-detection picks the wrong column, you can manually adjust the mapping.

Any affiliates without a commission or customer discount specified will use your referral program defaults.

Import Steps

1. Upload Your File

Click Upload CSV or drag and drop your file. The file size limit is 10MB. The importer reads your CSV, detects columns, and shows a preview of the data with the column mapping.

2. Map Columns

Review the auto-detected column mapping. Each dropdown corresponds to a field — email, discount code, affiliate commission, customer discount, and their reward types. Adjust any mappings that weren't detected correctly, or leave optional fields unmapped if your CSV doesn't include them.

If you've mapped a discount code column and you're a Shopify merchant, the importer automatically looks up each code in Shopify to check whether it already exists. Codes that already exist will be linked to the affiliate; codes that don't exist will be created during import.

3. Review and Confirm

Click Next to validate the data. The confirmation screen shows an import summary:

• Total affiliates to import
• Using program defaults — How many will inherit your referral program's commission and customer offer settings
• Shopify codes found — Existing codes that will be linked
• New Shopify codes to create — Codes that will be created in Shopify during import

If any affiliates are using program defaults, the summary shows what those defaults are so you can verify they're correct before proceeding.

4. Import

Click Import to start. Affiliates are processed in batches. For Shopify merchants, discount codes are created or linked in Shopify automatically. You'll see a progress toast and a results summary when complete.

5. Send Welcome Emails

After import, you'll be prompted to send welcome emails to the newly imported affiliates. The welcome email includes their unique affiliate link and access to their rewards portal. You can send immediately or skip and send later from the Affiliates tab.

Results

The results screen shows three categories:

• Imported — Successfully created with their affiliate link, commission rate, customer offer, and discount code (if applicable)
• Skipped — Duplicate emails that already exist as affiliates
• Failed — Rows that couldn't be processed, with the specific error

What's Next

• Manage your affiliates — Review and customize the imported affiliates in the Affiliates tab.
• Customize commissions and customer offers — Adjust individual affiliate settings after import.
• Set up referral tiers — Configure tiered commission rates so top-performing affiliates earn higher commissions automatically.
• Manage affiliate discount codes — Configure Shopify discount code settings for your affiliates.