Quick Answer
Migrating from FirstPromoter involves exporting your affiliate list, formatting the file as a CSV, and importing it into Affiliate Manager with the correct field mapping.
Cleaning duplicate records and verifying required fields before importing helps prevent skipped affiliates and import errors.
Migrate Your Affiliate Program Smoothly
Moving from FirstPromoter to BizStackPro allows you to manage affiliates, campaigns, commissions, and reporting from a single platform.
A successful migration begins with exporting your affiliate data, cleaning the information, and ensuring it matches the expected import format.
Proper preparation minimizes duplicate records, missing information, and failed imports.
Once imported, your affiliates can immediately begin participating in campaigns within Affiliate Manager.
Migration at a Glance
Before You Begin
Prepare your affiliate data before starting the migration.
- Export your latest affiliate list from FirstPromoter.
- Open the file in a spreadsheet application.
- Save the file as a CSV.
- Remove duplicate email addresses.
- Verify every affiliate has a valid email address.
- Confirm your column headings before importing.
Step 1: Export Affiliates from FirstPromoter
Begin by exporting your existing affiliate list from FirstPromoter.
Sign In
Log in to your FirstPromoter dashboard.
Open Promoters
Navigate to the Promoters section.
Export the List
Download your affiliate list to your computer.
Repeat if Necessary
Export additional promoter segments separately if your account uses multiple lists.
Step 2: Prepare Your CSV File
Before importing, verify that your exported data is clean, complete, and saved in CSV format.
Save as CSV
Open the exported file in your preferred spreadsheet application and save it as a CSV file.
Verify Required Columns
Confirm your file includes first name, last name, email, phone number, industry, and website whenever available.
Remove Duplicate Records
Eliminate duplicate email addresses before importing to reduce conflicts and skipped records.
Check Required Data
Ensure every affiliate has a valid email address and the required identifying information.
Step 3: Import Affiliates into BizStackPro
Once your CSV has been prepared, upload it into Affiliate Manager and map each field correctly.
Open Affiliate Manager
Navigate to Marketing → Affiliate Manager → Affiliates.
Upload Affiliates
Click + Add and choose Upload Affiliates.
Select Your CSV
Browse for the prepared CSV file and upload it.
Map Your Fields
Match every CSV column to the appropriate Affiliate Manager field before confirming the import.
Complete the Import
Review the import summary and confirm the upload.
Troubleshooting Common Import Problems
Import Failed
Verify the file is saved as CSV and that required column headers are present.
Missing Affiliates
Check for blank or invalid email addresses that may cause records to be skipped.
Duplicate Records
Remove duplicate email addresses before importing the file.
Incorrect Mapping
Review every mapped field before completing the import to prevent misplaced data.
Best Practices
Keep a Backup
Save a copy of the original export before making any edits.
Test with a Small List
Import a small sample first to verify your mappings before importing the entire database.
Verify Imported Records
Review several affiliate profiles after importing to ensure information transferred correctly.
Launch Campaigns Afterwards
Once affiliates are imported successfully, assign them to campaigns and verify referral tracking.
Frequently Asked Questions
What should I do if the import fails?
Verify the CSV format, required headers, field mapping, and email addresses before trying again.
Can I manually add affiliates instead?
Yes. Individual affiliates can be created manually from the Affiliates section.
How should I handle duplicate affiliates?
Remove duplicate email addresses before importing to avoid duplicate records and conflicts.
What happens if required fields are missing?
Rows with missing required information may be skipped during the import process.
Centralize Your Affiliate Program
Migrating to Affiliate Manager brings your affiliates, campaigns, commissions, and reporting together in one platform, making long-term affiliate management simpler and more efficient.
