Migrates existing partner data, customer lists, and sales history from spreadsheets or other platforms into AffiliateRail, allowing for immediate program operation with a dry run option.
The agent initiates an import process within the AffiliateRail platform. It uploads data from a specified spreadsheet or connects to another platform. The agent performs a dry run to validate the data integrity and ensures the user can undo the import if necessary. It then executes the final import to bring partners, customers, and history into the system.
- Category: Data and analysis
- Effect: Changes data in your accounts
- MCP servers: AffiliateRail MCP (https://koskamo.com/explore/affiliaterail-mcp)
- Source: Platform guides | AffiliateRail docs (https://docs.affiliaterail.com/guides)
- Source quote: "Imports Bring partners, customers and history from a spreadsheet or another platform. Dry run first, undo in one click."
- Playbook page: https://koskamo.com/explore/use-cases/import-partners-and-sales-history
Prompt: Import our partner list and sales history from the provided CSV file. Run a dry run first to check for errors, and then proceed with the import to add partners and customers to the platform.