Import / Export Settings

To access the settings, go to WordPress Admin, click on the AffiliatePress menu in the sidebar, then navigate to the Settings page.

The Import / Export Settings feature in AffiliatePress helps streamline data migration, backups, and large-scale affiliate management. With it, you can export and import affiliate records, commissions, payouts, and plugin configurations quickly and efficiently.

Accessing Import / Export Settings

To manage import/export actions:

• Navigate to AffiliatePress > Settings > Import/Export Tab.

Sections Overview

The Import/Export tab includes the following:

• Export Affiliate – Export affiliate user data based on status filters.
• Export Commission – Export commission transactions filtered by date, affiliate, and status.
• Export Payouts – Export payout history using date and status filters.
• Export Settings – Export current plugin settings as a .json file.
• Import Affiliate – Import affiliate data via a mapped CSV upload.
• Import Commission – Import commission records from a structured CSV file.
• Import Setting – Restore plugin settings using a .json configuration file.

1. Export Affiliate

This feature lets you export the list of affiliate users from your system in CSV format. It’s especially useful for record keeping or transferring user data to another environment.

You can filter the export based on the affiliate’s status:

• All Status: Includes every affiliate regardless of their current status (Approved, Pending, Rejected).
• Approved: Only includes affiliates who have been approved and are active.
• Pending: Includes users who have applied but are still awaiting approval.
• Rejected: Exports affiliates who were denied access to the program.

Once the filter is applied, clicking the Export button will generate and download the corresponding CSV file.

2. Export Commission

This option enables you to export commission records, which is vital for financial reporting, analysis, or backup.

Before exporting, you can apply the following filters:

• Affiliate Name: Select a specific affiliate for whom you wish to export commissions. This is a searchable dropdown for convenience.
• Date Range: Choose a time window by specifying the From and To dates. Only the records created during this period will be included.
• Commission Status: Refine the data further by selecting one of the following:
  • All Status – Export all commission status.
  • Approved – Export only commissions that have been approved.
  • Pending – Export commissions that are awaiting approval or processing.
  • Rejected – Export commissions that were rejected.
  • Paid – Export commissions that were paid.

After applying your filters, click on the Export Commission button to download the file.

3. Export Payouts

The Export Payouts feature enables you to download payout transaction history into a CSV file for reporting, accounting, or audit purposes.

Date Range: Choose a From and To date to export only the payouts processed within the selected time frame.

Status Filter: Export payout records based on their status:

• All – Export all payout entries, regardless of their current status.
• Paid – Export only successfully completed payouts.
• Unpaid – Export payout entries that are yet to be processed.
• Failed – Export payouts that encountered errors during processing.
• Pending – Export payouts pending Payout.
• Carry Forward – Payouts that were not processed during the current payout cycle and have been moved forward to the next cycle

4. Export Settings

This allows you to export the current configuration of the AffiliatePress plugin as a .json file. It’s especially useful when:

• You want to back up your settings before making changes.
• You’re migrating from one WordPress site to another and want to replicate the setup.

To export, simply click on the Export Settings button. A .json file will be downloaded automatically.

5. Import Affiliate

This feature allows you to add multiple affiliate users at once by uploading a CSV file. The uploaded file can either be a previous export from AffiliatePress or a custom CSV structured to match the required format.

Steps:

• Click the Upload button and select your CSV file.
• Once uploaded, the system will present a mapping screen where you match the CSV columns to system fields.
• Fields like User Email and Affiliate Status are mandatory.
• After mapping, click Import Affiliate to begin the import.

Affiliate Import – Mapping Fields

When importing Affiliate records via CSV, you will need to map each column in your file to the corresponding system fields. Below is a breakdown of each available field and its purpose:

Field	Description
First Name	The affiliate’s first name
Last Name	The affiliate’s last name
User Name	The username the affiliate will log in with
User Email	Unique identifier; must be a valid email (required)
Payment Email	Email used for payment gateways (e.g., PayPal)
Website	Affiliate’s personal or business site
Promotion Method	How they plan to promote your products
Affiliate Status	Initial status: Pending, Approved, or Rejected

6. Import Commission

This section allows for bulk uploading of commission records via a CSV file. It’s useful when migrating data from another system or updating multiple commissions in one go.

Steps:

• Upload a CSV file containing the commission records.
• Map each CSV column to a system-recognized field.
• Required fields include:
  • Affiliate User Email
  • Commission Source
  • Commission Amount
  • Commission Reference ID
• After mapping, click Import Commission to upload and insert the data.

Commission Import – Mapping Fields

When importing commission records via CSV, you will need to map each column in your file to the corresponding system fields. Below is a breakdown of each available field and its purpose:

Field	Description
Affiliate User Email	Email of the affiliate to whom the commission belongs. Must match existing users.
Commission Source	The origin or type of the commission (e.g., Product Sale, Form Submission).
Commission Amount	Total amount of the commission being recorded.
Commission Reference Amount	The original amount on which the commission was calculated (e.g., product price).
Commission Currency	Currency code (e.g., USD, EUR) for the commission amount.
Commission Status	Current status of the commission: Approved, Pending, Rejected.
Commission Type	Defines the nature of the commission (e.g., Fixed, Percentage).
Commission Reference ID	Optional reference ID (e.g., Order ID, Transaction ID) for tracking.
Description	Short note or explanation of the commission (e.g., sale info, campaign).

7. Import Settings

Use this feature to restore plugin settings from a .json file. Ideal for:

• Moving settings from a staging to a live site.
• Reverting to a known good configuration.
• Synchronizing settings across multiple installations.

Steps:

• Click the Upload button and select your .json settings file.
• Once uploaded, the plugin will automatically replace the current settings with those from the file.
• No mapping is needed—the process is instant and automatic.