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How to Add a Partner

Add partners three ways: one at a time, in bulk from a CSV, or by importing existing contacts. All three start from the Add button in the top right of the Affiliate page.

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Add a partner individually

1. Select + New Affiliate.

2. Fill in the form: Email (their unique referral link is sent here), First and Last Name, Company Name (optional), and Assign to Campaign — only one campaign can be selected at this step.

3. Click Done to add the partner, or Save and Continue for advanced settings.

4. The advanced form adds phone number, VAT ID, address, and social media links, and lets you customize the referral link or add a coupon code.

5. Click Done to finish.

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Upload a partner list

1. Click Add, then Upload Affiliate.

2. Upload a CSV with at least First Name, Last Name, and Email (max 50MB — a sample document is available). Click Next.

3. Map your file’s columns to the partner table. Auto-matched fields show green; unmatched show red.

4. Name the file (defaults to the date and time).

5. In Advanced, choose whether to add new records, update existing ones, or both, and how to handle empty values in the CSV. Click Submit.

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Import partners from contacts

1. Click Add, then Import from Contacts.

2. Check the contacts to import and click Import in the lower right of the modal.

Imported partners can take a few minutes to appear; they are listed at the top once done.