Import/Export affiliates

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).

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 email template by going to Outreach > Emails > Manage Emails > Added affiliates.

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.