Import affiliates from a CSV file when you already have a list of partners for your event. Your plan needs the affiliate import feature, your role needs financial-management access, and new affiliates remain subject to your account allowance.
Import your affiliates
Go to Affiliates > All Affiliates in the event dashboard.
Open the page's ... menu beside Add Affiliate, then select Import. If the feature is unavailable on your plan, an upgrade prompt appears.
Select Download CSV Template and prepare a CSV with Email Address, First Name and Last Name. These are required fields.
Choose whether to enable Send welcome email to new Affiliates?, then use Click to upload or drag and drop your CSV. Select Next.
On Linking Columns, map your CSV columns to the required HeySummit fields, then select Next.
On Review and Submit, check the mappings before selecting Import. This submits the import request for processing.
After submitting
The confirmation says the request has been submitted; it does not mean every row has already imported. HeySummit emails you when processing completes. Check the results and address any reported errors before relying on the imported list. Enabling the welcome-email option can send affiliate invitations, so choose it deliberately.