New to migrating in general? Start with the Migration overview for how imports work, then come back here for the FirstPromoter-specific steps.
Before you start
You’ll need:- Admin access to your FirstPromoter account, so you can create an API key and see your Account ID.
- Your Referly program open in the dashboard, ready to import into.
- A few minutes. Larger programs take longer to pull across, but the import runs in the background — you don’t have to wait on the screen.
Get your FirstPromoter API key and Account ID
Referly connects to FirstPromoter using two things from your FirstPromoter account: an API key and an Account ID. You create both inside FirstPromoter, and you only need to do this once.1
Open your API settings in FirstPromoter
Log in to your FirstPromoter dashboard, then go to Settings, open Integrations, and select Manage API Keys.
2
Create a new API key
Choose Add new Key (if you don’t already have one), give it a descriptive name so you remember what it’s for — for example,
Referly import — and create it.3
Copy the key straight away
FirstPromoter shows your new API key only once, at the moment you create it. Copy it and paste it somewhere safe right away — if you lose it, you’ll need to create a new one.
4
Find your Account ID
Your Account ID is shown in the same Settings → Integrations panel, alongside your API keys. Copy it too — you’ll paste both values into Referly next.
Open the import tool and choose FirstPromoter
1
Open the import tool
In your Referly dashboard, select the plus (+) button in the top bar, then choose Import Data. You can also select Import at the top of your Affiliates, Customers, or Sales pages.
2
Pick FirstPromoter as your source
On the Choose your source screen, select FirstPromoter from the list of platforms.
Connect your FirstPromoter account
Referly now shows a connection screen with a FirstPromoter → Referly banner at the top. This is where your two credentials go.1
Enter your credentials
Paste your FirstPromoter API key into the API key field, and your Account ID into the Account ID field. The API key is hidden as you type, the same way a password field is.
2
Save the connection
Select Save connection. Referly checks the credentials with FirstPromoter as it saves — you’ll briefly see Validating… while it does. If either value is wrong, the connection won’t save, so you can fix it before going any further.
Once it saves, Referly keeps this as a saved connection you can reuse, so your next imports won’t ask for your credentials again. To swap in different credentials later, select Replace connection.
Choose what to import
After the connection is saved, Referly shows the three kinds of data it can pull from FirstPromoter. Here’s how they line up:
You can tick one, two, or all three — but the order you import them matters. Referrals attach to affiliates, and sales attach to customers, so those have to exist in Referly first. Always bring your affiliates over first, then referrals, then sales. See Import in the right order below.
Pick which details come across
When you tick one of the three, Referly expands it to show every detail it can import for that type. Each detail has a checkbox, so you decide exactly what comes across. A few are marked Required and stay ticked — those are the details Referly needs to create clean records and match them to the right people. Here’s what you can bring across for each type.Affiliates (your promoters)
Affiliates (your promoters)
- First name (required) — the promoter’s first name.
- Last name (required) — the promoter’s last name.
- Email (required) — the promoter’s email. This is how each affiliate is matched, and how their referrals and sales find them.
- Full name — the combined name, useful when a promoter has only a single name on file.
- Join date — when they joined your FirstPromoter program, so their history stays intact.
- Payout email — the email you send their payouts to, when it’s different from their login email.
- Affiliate link — their referral link or ref code.
- Provider affiliate ID — the ID this promoter had in FirstPromoter, handy for cross-referencing later.
- Provider status — the status they had in FirstPromoter (for example, active or pending).
Referrals (the customers they referred)
Referrals (the customers they referred)
- First name (required) — the customer’s first name.
- Last name (required) — the customer’s last name.
- Email (required) — the customer’s email.
- Affiliate email (required) — the email of the promoter who referred the customer. This is what links each customer back to the right affiliate, which is why affiliates must be imported first.
- Full name — the combined customer name.
- Join date — when the referral was first created.
- External user ID — the customer’s identifier on FirstPromoter’s side.
- Provider customer ID — the referral’s ID in FirstPromoter, kept for your reference.
- Provider status — the referral’s status in FirstPromoter.
Sales (your commissions)
Sales (your commissions)
- Customer email (required) — the email of the customer who made the purchase.
- Transaction amount (required) — the gross sale amount.
- Commission (required) — what the affiliate earned on the sale.
- Customer name — the name of the customer who bought.
- Affiliate email — the email of the affiliate credited for the sale.
- Transaction date — when the sale or commission happened.
- Paid status — whether the commission was already marked paid in FirstPromoter, so your payout history stays right.
- Promo code — the coupon or promo code used, when there was one.
- Affiliate link — the referral link tied to the sale.
- Provider transaction ID — the commission or transaction ID from FirstPromoter, kept for your reference.
- Provider status — the commission’s status in FirstPromoter.
Check the field matches
Before anything is imported, Referly shows a preview of your FirstPromoter data lined up against the matching Referly fields. This is your chance to confirm everything landed in the right place — that names, emails, and amounts match the fields you’d expect.
Look the preview over, and when it looks right, confirm to start the import.
Start the import and follow its progress
Imports run in the background, so you can close the panel and keep working. Every import you start appears in the Recent Imports list inside the import tool, each with its own progress. An import moves through these states:
Each card shows a progress bar and a running count of how many records came in and how many were skipped. A record is skipped when it’s missing a detail Referly needs — for example, a referral with no customer email, or a commission with no customer attached. That’s normal; the skipped count just tells you those few couldn’t be brought across.
You can pause a running import and resume it later, open Details for the full breakdown, or delete one you no longer need.
Import in the right order
Each type of data leans on the one before it: referrals attach to the affiliate who referred them, and sales attach to those affiliates and customers. If you import out of order, there’s nothing yet for the later records to link to. Always go in this order, and let each finish before starting the next:1
Affiliates first
Bring your promoters in, so there’s an affiliate for every referral and sale to attach to.
2
Referrals next
Import the referred customers. Each one links to its affiliate by email — which only works once those affiliates are already in.
3
Sales last
Import your commissions, credited to the right affiliates and matched to their customers.
Related
Migration overview
How imports work and what you can bring across.
Migrate from CSV
Prefer a spreadsheet? Import affiliates, customers, or sales from a file.
Commission plans overview
Set the terms your migrated affiliates earn on.
Invite affiliates
Bring new partners into your program by email.