Migrating from UpPromote

This guide is for brands switching from UpPromote to Rekomi. The primary path is a one-key API pull; a CSV fallback covers UpPromote plans without API access.

Most teams complete the cutover in a single afternoon. Migration is on Starter or higher; auto-notify is on Growth or higher.

Import via API (recommended)

1. In UpPromote, open Settings, Integration, API Key and copy your key. API access requires UpPromote's Professional plan or higher; Free and Growth plans do not expose an API key and should use the CSV fallback below.
2. Open /dashboard/settings/migrate, pick UpPromote, choose your target Rekomi campaign, and paste the key. It is used once, in memory, and never stored, logged, or shown again.
3. Leave the Import referral history toggle on (or switch it off) and click Pull from UpPromote.

What the pull imports:

• Affiliates: email, first and last name, and status (active imports as Approved, pending as Pending, inactive as Paused).
• Tracking link: UpPromote's default affiliate link carries ?sca_ref={affiliateId}.{token}, for example store.myshopify.com?sca_ref=2011818.HntgvOZGH7q. Rekomi preserves the full id.token value as the slug when it passes the standard slug checks.
• Referral (conversion) history: each referral's sale amount and commission, matched to the affiliate by email. UpPromote's API reports money as strings with no per-conversion currency field, so Rekomi assumes your store's currency for every imported row. Pending and approved referrals import as unpaid history; paid referrals import as settled, paid history; denied and refunded referrals are dropped and never imported. Commission adjustments (partial refunds) are netted into the imported commission, and rows whose net commission falls below zero are dropped.
• PayPal email: read from the affiliate's payment_info object with a tolerant key scan (paypal_email, email, or paypal), when the affiliate's payout method is PayPal.

Re-running the pull is safe: affiliates dedupe by email and history rows dedupe automatically.

The CSV fallback

UpPromote's Affiliates, Export affiliate export (all or filtered) works as a fallback for plans without API access. UpPromote does not publish its CSV column headers, so the importer uses tolerant, fuzzy column matching rather than a fixed schema: it looks for the closest match to email, name, and status regardless of exact header wording.

What the CSV importer brings across

Status mapping

Reclassify any row with the bulk-status action in /dashboard/affiliates after import.

How slug preservation works

UpPromote's default affiliate link carries the referral token as ?sca_ref={affiliateId}.{token} on the merchant's own store domain. sca_ref is a built-in Rekomi attribution param, so existing UpPromote links keep attributing on Rekomi the moment you swap the tracking snippet, as long as the full id.token value was preserved as the slug during import.

Custom clean links (a redirect path like /alex, available on UpPromote's Professional plan) are store-side redirects that die with the app and are not preservable; re-point or retire them at cutover.

Step-by-step cutover

1. Run the API pull

Create a key under Settings, Integration, API Key in UpPromote and run the pull under /dashboard/settings/migrate. If your UpPromote plan has no API access, use the CSV fallback instead.

2. Attribution params: nothing to configure

sca_ref is a built-in Rekomi attribution param, so existing ?sca_ref= links resolve to the right affiliate with zero configuration.

3. Check the import result

The import runs synchronously and shows a row-by-row result. Every job is listed under Import history with an Undo button.

4. Opt into auto-notify (Growth+ only)

Send imported affiliates a claim link so they can set up payouts on Rekomi. Send a sample to yourself first.

5. Swap the tracking snippet

Install Rekomi's tracking snippet, then remove UpPromote's script. Existing ?sca_ref= links attribute to Rekomi immediately. Keep UpPromote active for a 24-48 hour shadow period, then cancel.

What is NOT imported

Common gotchas

Plan gate on the API. UpPromote's API requires the Professional plan or higher. If you are on Free or Growth, use the CSV fallback.

Store currency is assumed. UpPromote's API does not expose a per-conversion currency field, so every imported referral is treated as your store's currency. If you sell in multiple currencies through UpPromote, review imported amounts before authorizing any payout.

Unpublished CSV headers. Because UpPromote does not document its export's exact column names, the CSV importer matches tolerantly. If a row is skipped unexpectedly, check that the email column has a value.

Verifying the import landed clean

1. Open /dashboard/affiliates and spot-check 3-5 rows against the UpPromote source.
2. Open one affiliate's detail page and confirm the preserved sca_ref slug.
3. Click an affiliate's existing ?sca_ref= link with the new snippet installed; confirm a click row appears within a few seconds.
4. Send a sample notification to yourself before firing the bulk send.

Importing history and earnings

The API pull already imports referral history as history records (paid referrals settled, pending and approved referrals unpaid). Use the Step 2 CSV flow when you want open balances made payable on Rekomi: only the CSV flow previews the exact unpaid balance and asks you to authorize it. A Step 2 file for UpPromote uses the generic columns (affiliate email, amount, commission, currency, date). See the migrations overview for the full reference.

Where to go next

• Tracking and attribution: the sca_ref param, cookie window, and stickiness.
• Migrating from other platforms: the broader URL-preservation matrix.
• Plans and trials: what each tier includes and how the 14-day free trial behaves.