Affiliate Record Import
Don’t lose your affiliate tracking information
Infusionsoft users who use affiliates and partners
Consider this service if:
You have existing affiliates in another system and plan on using the Infusionsoft affiliate module
Total service blocks:
2 service blocks
How Can we help?
Contact an Infusionsoft representative at 1.866.800.0004 or email firstname.lastname@example.org
If you’re using partners and affiliates to help in the sales process, you don’t want to lose the momentum you’ve built. But transferring affiliate records into a new system can be a real burden.
Our data transition team is ready to take care of the heavy lifting for you. We’ll import your affiliate records, codes, credentials and history so you save time and your affiliates remain happy. Don’t miss out on a single referral because of transition issues – let us get` you up and running immediately.
- Save time and avoid manually recreating affiliate records
- Allow affiliates to retain their current credentials (i.e. user name, password, etc.)
- Keep affiliates assigned to specific contact records for future tracking and reporting
- Import affiliates as contacts and then convert to affiliates
- Maintain current affiliate credentials and codes (if possible)
- Link affiliates to their referrals
What's Not Included:
- Importing contacts other than the actual affiliate
- Additional advanced imports (e.g. opportunities, orders, notes, histories, etc.)
- Exporting affiliate record information from your current platform or data clean-up
Purchase of one hour data import consultation is required with any data
The Affiliate Record import is limited to two hours; each additional block will
Customer is responsible for providing their clean data to the Infusionsoft team
(in .csv or .xls format).
Requires Contact/Company Record import to be completed prior to the
Affiliate Record import.
- All services are non-refundable and expire within 60 days of purchase.