UpPromote: Affiliate marketing
Install UpPromoteLog inWebsiteResources
  • About UpPromote: Affiliate & Referral Marketing
  • UpPromote Changelog
  • Recommended partners
    • Theme partners
    • App partners
      • Marketing and conversion
      • Store management
      • Selling product
      • Store design
        • Pop-up
        • Page Builder
        • Product Reviews
        • Product Options
        • Navigation and filters
      • Orders and Shipping
      • Profit calculator
    • Service partners
  • Basic knowledge
    • Affiliate Marketing Definition
    • Basic terms
    • Merchant roles in Affiliate Marketing
    • Affiliates' role in Affiliate Marketing
  • Build and Management
    • Affiliate registration page
      • Add Registration form to Storefront
      • Get Registration form link for each program
      • Registration page editor
      • Add/edit form fields
      • Benefit text display
      • Terms and Conditions sample
      • Privacy Policy sample
      • Social sharing - Clear link preview cache
      • Hide Registration form sidebar
      • Post-registration thank you page
    • Programs
      • Program list
      • Add/edit programs
        • Commission structure
          • Commission rate on order value
        • Commission calculation settings
        • Special product commission
        • Exclude products/collections from commission
      • Default payment method
      • Auto-discounts for customers with the affiliate link
      • New customer commission
      • Lifetime commissions
      • Coupon code commissioning
      • Exclude self-referrals
      • Auto-tier commission
    • Affiliates
      • Approve/Deny/Delete an affiliate
      • Affiliate profile
      • Import/Export affiliates
      • Connect Customers
      • Connect Products
    • Referrals
      • ‼️Tracking types and priority
      • Referral list & details
      • Approve/deny a referral order
      • Manually add referral
      • How to get Order ID
      • Refunded/Cancelled Orders
      • Customer journey
    • Payments
      • Set up payment methods
      • Affiliate's payment details not specified
      • Export invoice
        • EU format invoice
      • Manual payouts
      • In-app payouts
        • Store Credit
        • Store Credits process
        • PayPal integration
        • PayPal Payouts
        • Schedule auto-payment
      • Tax on paid commissions
    • Display
    • Custom columns
    • Home
      • Custom domain (white-label)
    • Analytics
      • Top affiliates
      • Product analytics
  • Motivation
    • Coupons
      • Assign coupons to affiliates
        • Combine multiple coupons
      • Edit/Delete coupon
    • Media Gallery
    • Bonuses
    • Gifts for affiliates
  • Outreach
    • Affiliate Recruitment
      • Customer Referral
        • Add Referral signup form to store pages
      • Multi-level Marketing
      • Refer-a-friend
      • Marketplace listing
        • UpPromote Marketplace Terms & Conditions for Merchants
    • Affiliate Communication
      • Email notification to affiliates
        • Automatic email templates
        • Bulk email
        • Use Merchant email as the sender's email
      • In-app chat with affiliates
        • Chat plugin integration
          • Tawk.to chat integration
          • Tidio chat integration
          • Chatra chat integration
          • Crisp chat integration
  • ⚙️Settings
    • General settings
      • Contact email
      • Brand settings
      • Favicon
      • Cookie
      • Impact on changing Shopify store currency
      • Weekly email report
      • Auto-activate affiliates
      • Auto approve orders
      • Record pending orders as referrals
    • Affiliate link settings
      • Default affiliate link
      • Custom Link
        • Allow affiliates to customize their own link
        • Auto-create custom link
      • Shorten affiliate links with Bit.ly
      • Add UTM parameters to affiliate link
    • Affiliate coupon settings
      • Auto-generate coupon
      • Allow affiliates to enter their preferred coupon code while registering
    • Integrations
      • Integration - Page builder
      • Integrations - Email services
      • Integrations - Subscription/payment apps
      • Integrations - Shopify functions
      • Integrations for affiliates
      • Other integrations
    • Fraud detection
      • Fraud protection - Affiliate signups
      • Fraud protection - Sales & commission
    • Advance settings
      • Message bar
      • Connect multiple stores
      • Staff accounts
    • Profile settings
      • Activity log
    • Interface translation and Registration form translation
    • Affiliate admin settings
      • Affiliate guide page
      • Affiliate guide template
      • Affiliate login page
      • Common Custom CSS codes to customize the affiliate account
      • Multi-language for affiliate admin
    • Tax documents
      • Require W-9 form submission
      • Generate 1099-NEC forms
  • Guide for affiliate
    • Affiliate Admin
      • Affiliate Admin - Dashboard
      • Affiliate Admin - Commissions
      • Affiliate Admin - Payment
      • Affiliate Admin - Network
      • Affiliate Admin - Marketing tools
      • Affiliate Admin - Settings
        • How can affiliates update their payment details?
        • Submit W-9 form
        • Download 1099-NEC forms
    • Affiliate guide & tips for success
      • Quick guide for Affiliates to get started
        • Getting started
        • Promotion resources
        • Start promoting
        • Track your performance
      • Tips for Affiliate success
        • Tips for success (part 1): Attract customers for better conversion
        • Tips for success (part 2): Improve your earnings and more
    • Guide for Beginners of Affiliate Marketing
      • Guide for Beginners of Affiliate Marketing
    • How to refer UpPromote: Affiliate Marketing?
  • UpPromote Marketplace
    • How do I get started as an UpPromote affiliate?
    • Marketplace account guide
      • Home
      • Find offers
      • Find products
      • My offers
      • Commissions
      • Settings
    • Marketplace affiliate ranking
    • UpPromote Marketplace Terms & Conditions
  • Work with Affiliates
    • Analytics
    • Where can affiliates find resources to promote a merchant's shop?
  • Recruit affiliates
    • Tips to recruit more affiliates
    • 6 Free Influencer Outreach Templates - Email & Direct Message
  • Pricing plans
    • Pricing details
    • What's in the Growth plan?
    • What's in the Professional plan?
    • What's in the Enterprise plan?
    • Approve/deny up to 200/300/600 referral orders per month
    • Pricing FAQs
    • UpPromote's refund policies
  • Privacy Policy
    • Privacy Policy
  • Best practices
    • Best practices to grow your Affiliate campaign
    • Create affiliate landing pages to optimize your affiliate campaign
    • Affiliate landing page example
Powered by GitBook
On this page
  • Manually add a single affiliate
  • Import affiliate list
  • Export Affiliates
  1. Build and Management
  2. Affiliates

Import/Export affiliates

Affiliates > Add affiliate/Export affiliates

PreviousAffiliate profileNextConnect Customers

Last updated 1 month ago

Manually add a single affiliate

To add a single affiliate to your list, go to Affiliates > Add affiliate

You can select the program in which that new affiliate will be added, then enter the First name, Last name, and Email for the affiliate.

You will need to set up a temporary Password for the affiliates, and they can change that after they have logged in. You can choose from these two options: Auto-generated password (our system would automatically generate random passwords for the imported affiliates) or Set default password (you will choose a temporary password for them).

Import affiliate list

If you've already had an affiliate list or wish to move from another affiliate system to UpPromote, you can upload an affiliate list. Simply go to Affiliates > Add affiliate > Import affiliates.

Upload a CSV file or an Excel file with these required fields: first_name, last_name, and email with the exact format of the sample CSV. Each upload has a limit of 200 affiliates. The daily limit for affiliate imports is 300 affiliates.

Export Affiliates

If you want to export the whole affiliate list with all their information as a file, click Export affiliate.

You can choose to export all affiliates at once or only the currently filtered affiliates.

After you select an export option and click Export, a CSV file will be downloaded to your device. The file contains a list of affiliates and their information.

If you enable Send notification email to affiliates, the Password will be sent along with other information in the Added Affiliates email. You can review and edit the notification by going to Outreach > Emails > Manage Emails > Added affiliates.

email template
Affiliates > Export affiliates