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When you’re moving to Referly from another platform, or you already have a list of referred customers somewhere else, you can bring them in all at once instead of adding them by hand. Importing loads your customers in bulk and links each one to the affiliate who referred them.

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Start an import

Open your Customers list and choose Import Customers. This opens the import window, which walks you through a few short steps.

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Choose how to import

First, pick where your customers are coming from:
  • Import from CSV file — upload a spreadsheet you’ve exported from anywhere.
  • Connect another platform — pull your data straight from another affiliate tool through its connection, if it’s one of the supported platforms shown.
The rest of this article follows the CSV route, which is the most common. For moving from a specific tool, see the migration guides.

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Upload your file

Drag your CSV onto the upload area, or select it from your computer. Referly only accepts .csv files, so if your list is in a spreadsheet, export or save it as CSV first.

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Match your columns

Once your file is read, you tell Referly which column holds which piece of information. Referly matches obvious columns for you based on their headings — you just check them and fill in anything it couldn’t guess. Two fields are required for every customer: The rest are optional and fill in more detail if you have it:
  • Full Name, or First Name and Last Name
  • Join Date — when the customer was originally referred
  • External User ID — the customer’s ID in your own system, if you track one

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Run the import

When your columns are mapped, start the import. It runs in the background, so you don’t have to wait on the screen — large lists keep processing while you carry on. You can follow its progress and see whether it finished in the imports list, and open any import to see its details, including any rows that were skipped.

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Prepare your file

A little tidying before you upload saves trouble:
  • Include a header row, so Referly can match your columns automatically.
  • Make sure every row has both an email and the affiliate’s email.
  • Check that each affiliate email belongs to an affiliate who’s already in your program, so their customers link up correctly.
Imported customers appear in your list with a source of Imported, so you can always tell how they came in.

Customers overview

A tour of the Customers screen and everything it shows.

Migrate to Referly

Move your program over from another affiliate platform.

Add a sale

Record sales against your imported customers.

Customer statuses

Understand what happens to customers once they’re in.
Last modified on July 21, 2026