Import Partners and Sales History
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.
How it works
Changes data in your accountsData and analysis
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.
Prompt
Paste this into an agent that has the servers below connected. Adjust the names and dates to your own.
Prompt for Import Partners and Sales History
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.MCP servers it needs
Source
The vendor page this playbook is drawn from, and the passage that supports it.
Imports Bring partners, customers and history from a spreadsheet or another platform. Dry run first, undo in one click.Platform guides | AffiliateRail docs