Key Export Process Steps
The general process for exporting list data (Affiliates, Conversions, and Customers) involves three main steps: Filter, Select, and Export.
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Export Your Conversion Data
For a detailed breakdown of your affiliates' conversions, you can export data directly from the Conversions Page.
Go to your Conversions Page. You can apply filters if you only want to export a specific subset of conversions.
Select Conversions: Simply check the box next to the conversions you would like to export.
Select All: Checking the initial box will select 100 items per page. If you have more conversions, ensure you click on the "Select all xxx items" link that appears in the grey box to select the entire list.
The "Export" button will appear at the top. Click it to initiate the export.
Note: The CSV file containing conversion data will be sent to your email.
What information will be included in the export file?
The filters you apply when generating the list of conversions will also be applied to the export (for example, filters by affiliate or by the time period in which the conversions were registered).
However, the information included in the export file—the fields such as affiliate name, conversion creation date, etc.—is static. Below is the list of fields included in the export file:
Type - commission or conversion type as commission and conversions are different entities in the system
Id - the unique conversion’s identifier generated by Tapfiliate
External_id - the unique conversion’s identifier sent to us from your end when creating a customer in Tapfiliate
Customer_id (optional for a conversion) - the unique customer’s identifier sent to us from your end when creating a customer in Tapfiliate
Date - the date the conversion was registered
Program - the program’s name
Affiliate - the affiliate’s name
Afilliate_id - the unique affiliate identifier generated by Tapfiliate
Country - the country where the conversion was created
Currency - the currency the conversion was created
Amount - the purchase price
Commission_amount - the commission awarded to your affiliate
Commission_type - the commission type, for example standard or recurring; if you’ve created extra commissions, they will also be included
Approved - the field that determines whether the conversion was approved or not
Meta data (optional) - will be in the export only if you pass metadata when registering customers in Tapfiliate.
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Export Your Customer Data
For a detailed document of every customer logged in your account, you can export from the Customers page.
Go to your Customers page.
Select Customers: Check the box next to the customers you'd like to export.
Select All: If you are attempting to export more than 100 customers, be sure to click on the "Select all xxx" link in the grey box.
The "Export" button will appear at the top. Click it.
Note: The CSV file containing customer data will be sent to your email.
What information will be included in the export file?
The filters you apply when generating the list of customers will also be applied to the export (for example, filters by affiliate or by the time period in which the conversions were registered).
However, the information included in the export file—the fields such as affiliate name, customer creation date, etc.—is static. Below is the list of fields included in the export file:
Id - the unique customer’s identifier generated by Tapfiliate
Created_at - the date the customer was registered
Customer_id - the unique customer’s identifier sent to us from your end when creating a customer in Tapfiliate
Status - the customer’s status (for example, trial, active, canceled)
Program - the program name
Affiliate - the affiliate name
Afilliate_id - the unique affiliate identifier generated by Tapfiliate
Meta data (optional) - will be in the export only if you pass metadata when registering customers in Tapfiliate.
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Export Your Affiliates
You can export data about your affiliates from the Affiliates Overview page.
Go to your Affiliates Overview and apply any filters if desired.
Select Affiliates: Check the box next to the affiliates you'd like to export.
Select All: Checking the box will select 100 items per page. If you have more affiliates, don't forget to select all items in the grey box that appears.
The "Export" button will appear at the top. Click it.
Note: The CSV file containing affiliate data will be sent to your email.
What information will be included in the export file?
The filters you apply when generating the list of affiliates will also be applied to the export (for example, filters by affiliate country or the date they signed up for your program).
However, the information included in the export file—fields such as affiliate name, email, referral link, etc.—is static. Below is the full list of fields included in the export file:
Affiliate_id - the unique affiliate identifier generated by Tapfiliate
Firstname - the affiliate’s firstname
Lastname - the affiliate’s lastname
Email - the affiliate’s email address
Company - the affiliate’s company name (if provided)
Country - the country your affiliate is from
Signed_up_at - the date the affiliate signed up for the program
Signup_source - the way your affiliate was invited to the program (for example, sign-up link ot manual)
Program_referral_link - the affiliate’s referral link
Program_referral_link_asset_id & Program_referral_link_source_id - these are alternative parameters for referral links that can be used in advanced cases—for example, if you don’t want your affiliates to modify the referral parameter in their links.
Program_approved - the affiliate’s status in the program: approved or disapproved
Additional fields you created for the affiliate onboarding stage
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Export Your Reporting Data
To export summarized performance data from your reports, look for the export button on the report pages.
Go to the desired Report page (e.g., Performance Report).
Find the Export Button: You will find the "Export" button on the upper right-side of each report, just beneath the date range selector.
Note: The CSV file containing Reporting data will be sent to your email.
What information will be included in the export file?
The export file from the Reporting section will reflect the exact fields you see in the dashboard, including any filters you’ve applied.
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Still need help?
If you have any questions or if something in this guide is unclear or If you want to unlock this feature and collect more details about your affiliates, please don't hesitate to contact us at support@tapfiliate.com-we're happy to assist!
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Next Steps
After managing your data and exporting reports, refer to these related guides to advance your affiliate program tracking and troubleshooting:
How to Advance Tracking: Using SubIDs for Source Analysis