After you sign up for the OSI Affiliate Software and if you have some existing affiliates, you can import them using our CSV spreadsheet upload. To do it, follow the steps below.


Step 1. From the Admin Dashboard, click on Users.



Step 2. First to import your CSV file template, go to Manage Users and click Import Users.

 

Step 3. Select the Excel(.csv) file and click Import.  See the attachment below for User Import_template.


Step 4. On the next screen shown below, you will be prompted to map all the columns from your CSV files to the fields for the affiliate user records. Map all your desired fields and then click Import records Now.

 

Step 5. Your import will be completed once you see the confirmation message shown below:


Step 6. Once you have imported your affiliates, send them a welcome email for them to know their access to their dashboard. Click on Users from the admin dashboard.


Step 7. Click on the blue pencil icon.


Step 8. Click on Resend Welcome Email link and select the referral program before clicking on the Send button.