Affiliate Manager: Import FirstPromoter Campaigns, Affiliates & Commissions

Welcome! This guide shows how to migrate your FirstPromoter programs into Patient Copilot Affiliate Manager using the new guided import. You’ll bring over campaigns, affiliates, and historical commissions—without CSVs—so you can manage everything in one place with accurate reporting. * * * ## Frequently Asked Questions Q: Do I still need CSV exports from FirstPromoter? No. The API-based wizard replaces manual CSV transfers for supported data. Q: What happens to commission statuses during import? Each commission keeps its original status (e.g., Pending/Approved). Payout timing follows the Payout Terms you set in Preferences. Q: Can I include unpaid earnings? Yes. Toggle Pending Commissions to bring over unpaid items so they appear in Affiliate Manager’s payout workflow. Q: Will the importer create duplicate contacts? No. Duplicate emails are flagged for review. Use Merge to keep a single contact record with affiliate data attached or Skip to exclude that entry. Q: Can I run the import more than once? Yes. You can re-run the wizard to import additional campaigns or affiliates; previously imported items are not duplicated. Q: Are product-based commissions supported? Not during the import itself. After the import, configure product-based commission rules directly in Affiliate Manager. Q: Where do I add the tracking scripts after import? Open the imported campaign, use the campaign list ⋯ menu to locate tracking scripts, and add them before activating the campaign.