Instead of adding influencers and cooperations one by one, you can import them from a CSV or Excel file. Tracify provides a template for each import, maps the columns of your file to its fields and creates the tracking links of imported cooperations right away.
In this article
1. Prepare the file
The file is a .csv, .xlsx or .xls file with one sheet.
The first row contains the column headers. Every further row is one influencer or one cooperation.
An influencer appears only once in the file. A cooperation row names the influencer it belongs to.
The easiest way is to copy one of the templates with File › Make a copy and fill it in:
Influencer file | Cooperation file |
Required: Name of influencer and at least one platform column with the username | Required: Name of Influencer (has to exist in Tracify), Name of Cooperation, Currency Code (ISO 4217), Fixed Commission, Link Title, Target URL, Scheduled For (date), Placement Type (post, reel, story, video, live), Source (platform) |
Optional: Contact email | Optional: Variable Commission as percentage of the order value or as fixed amount per order, Existing UTM, Discount Code, Labels (comma separated) |
Platform columns: Instagram, TikTok, YouTube, Twitch, Blog, Facebook, Pinterest, LinkedIn, Snapchat, Podcast |
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2. Import influencers
Open Influencers › Influencers and click Import.
Drag your file into the upload area or click choose a file.
Click Next.
3. Import cooperations
Open Influencers › Cooperations and click Import Cooperations.
Upload your cooperation file and click Next.
ℹ️ Note: Link Title and Target URL are required, so every imported cooperation gets its tracking link and short URL right away, including the discount code if the file contains one. Import the influencers first, so the cooperations can be assigned to them.
4. Map the columns
In the Map step Tracify shows every column of your file with a dropdown. Choose the Tracify field that the column belongs to, for example "Instagram Profile" for the column with the Instagram usernames. Columns with a matching header are mapped automatically. Leave the dropdown empty for columns that Tracify should ignore. Then click Import.
After the import, the new influencers or cooperations appear in the respective table. How the tables and the links work: How do I set up an influencer cooperation?
Revert an influencer import
If something went wrong with an influencer import, you can undo it within 24 hours. This removes every influencer the import created.
Open the import page again with Import.
Find the import in the Past Imports table.
Click Revert Import on the right. The button is only active in the first 24 hours after the import.