Affiliate Record Import

Don’t lose your affiliate tracking information

Recommended for:

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 am@infusionsoft.com

Description

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.

(up to 2 hours)
 

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Ongoing Services

Check items you are interested in:
Strategic Planning
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Implementation Services
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Details:

Key Benefits:

  • 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

What's Included:

  • 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

Please Note:

  • Purchase of one hour data import consultation is required with any data
    transition service.
  • The Affiliate Record import is limited to two hours; each additional block will
    cost $200.
  • 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.

Infusionsoft

1260 South Spectrum Boulevard
Chandler, AZ 85286
Phone: 480-499-6895