You have the option of importing your existing affiliates into Inflektion. This guide will provide instructions on how to import your affiliates using our CSV template.
Steps:
-
Download the CSV Template: Sample CSV Download
-
Fill Out the CSV Template:
- Open the CSV file using a spreadsheet application.
- Enter the affiliate details in the appropriate columns. The following fields are included in the template:
Fields and Descriptions:
Field | Required/Optional | Description |
---|---|---|
First Name | Required | The first name of the affiliate. |
Last Name | Required | The last name of the affiliate. |
Required | The email address of the affiliate. This is used as the unique identifier for each affiliate. | |
Country | Required | The country code (e.g., US, CA) where the affiliate is based. |
Inflektion Contract Tier | Required | The contract tier or commission agreement for the affiliate (e.g., "10% Revshare - Partner Default"). |
Vanity URL and Coupon Code | Required | A custom URL or coupon code assigned to the affiliate. |
Discount Tier | Required | The discount tier associated with the affiliate (e.g., "20% - Partner Default"). |
Address1 | Optional | The primary address of the affiliate. |
Address2 | Optional | Additional address information (e.g., suite or apartment number). |
City | Optional | The city of the affiliate's address. |
State/Prov | Optional | The state or province of the affiliate's address. |
Zip/Postal | Optional | The zip or postal code of the affiliate's address. |
Phone | Optional | The phone number of the affiliate. |
PayPal Email | Optional | The PayPal email address for receiving payments. |
Venmo Phone Number | Optional | The phone number associated with the Venmo account for payments. |
Zelle Name | Optional | The name associated with the Zelle account. |
Zelle Email | Optional | The email address associated with the Zelle account. |
Zelle Phone | Optional | The phone number associated with the Zelle account. |
ACH Bank Name | Optional | The name of the bank for ACH transfers (US Only). |
ACH Bank Address | Optional | The address of the bank for ACH transfers (US Only). |
ACH Account Holder Name | Optional | The name on the bank account for ACH transfers (US Only). |
ACH Account Number | Optional | The bank account number for ACH transfers (US Only). |
ACH ABA Routing Number | Optional | The ABA routing number for ACH transfers (US Only). |
3. Send the updated CSV to your onboarding specialist (via Slack or email)
4. Our team will confirm the data is valid and will begin the import process.
Notes:
-
Please ensure the Commission Tier and promotion listed match ones that are in your platform.
-
The coupon code must have a minimum of 3 characters.
-
For ACH transfers, ensure the bank details are accurate and complete (for US-based affiliates only).
- Only one payment method can be entered per affiliate (Paypal, Venmo, Zelle, ACH for US Only)