Help Center

| Submit or View Help Requests | Developer Docs |

View desktop instructions
View mobile app instructions
Migrate to impact.com from a Referral Platform

This article houses useful references to assist you through the migration process to impact.com from a different referral platform.

Destination field reference

Users data file

Column

Required

Description

User ID

check-square-green.svg

The participant's identifier.

Account ID

check-square-green.svg

The user's account identifier.

Email

times-solid.svg

The participant's email address.

First Name

times-solid.svg

The participant's first name.

Last Name

times-solid.svg

The participant's last name.

Referral Codes

times-solid.svg

The participant's primary program referral code (if specified).

Image URL

times-solid.svg

The participant's image URL.

Date Created

times-solid.svg

The date this participant user was created, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Locale

times-solid.svg

The participant's geographical location.

Country Code

times-solid.svg

The participant's country code.

Share Links

times-solid.svg

The participant's primary program (if specified) share link.

Custom Field

times-solid.svg

The participant's custom fields.

Referral data file

Column

Required

Description

Referred User ID

check-square-green.svg

The referred friend's external user id.

Referred Account ID

check-square-green.svg

The referred friend's external account id.

Customer Advocate User ID

check-square-green.svg

The customer advocate's external user id.

Customer Advocate Account ID

check-square-green.svg

The customer advocate's external account id.

Referral Start Date

times-solid.svg

The date the referral was created, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Referral Converted Date

times-solid.svg

The date the first goal was achieved, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Custom Field

times-solid.svg

The customer advocate's custom fields.

Reward data file

Column

Required

Description

User ID

check-square-green.svg

The participant's identifier.

Account ID

check-square-green.svg

The participant's account identifier.

Reward Unit

times-solid.svg

This is a unit of your reward (e.g., POINT or CASH), and can include alphanumeric characters in any casing as well as underscores.

Reward Value

times-solid.svg

This is the numeric value of the reward in its smallest measurement unit, e.g., for a cash reward of $1.00, the value would be 100 (cents).

This field must be in 1 of the following formats:

  • <unitNameOrCurrency> — if the Reward Unit is Cash, then the reward value will have that currency code. If not cash, then this field can contain any characters except * and /. E.g., USD.

  • <unitName>/<Currency>unitName can consist of alphanumeric characters in any casing as well as underscores. Currency must be a valid 3 character currency code in uppercase. E.g., Cash/USD.

This field cannot:

  • be an empty string

  • have leading or trailing whitespace

  • contain a * character

  • contain more than 1 / character

Reward Name

times-solid.svg

The name you assigned to the reward when creating it in your program.

Date Created

times-solid.svg

The date the reward was earned, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Given

times-solid.svg

The date the reward was given, formatted in milliseconds since unix epoch external-link-alt-solid.svg. (This value can differ from Date Created if the reward was pending).

Date Scheduled For

times-solid.svg

The date the reward was scheduled to be given to the user, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Expires

times-solid.svg

The date after which the reward can no longer be redeemed, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Cancelled

times-solid.svg

The date you cancelled the reward, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Redeemed

times-solid.svg

The date the full reward was redeemed by the user, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Redeemed Amount

times-solid.svg

The Value of the portion of the reward that was redeemed.

Referred User ID

times-solid.svg

The user identifier of the referred friend.

Referred Account ID

times-solid.svg

The identifier of the referred friend's account.

Custom Field

times-solid.svg

The customer advocate's custom fields.

Validation error reference

You can get 3 types of validation errors:

  1. Inline error message: these appear in the preview validation table and cause error rows to be highlighted in red:

    • INVALID_FIELD — e.g., the Date Created field wasn't formatted in milliseconds since unix epoch external-link-alt-solid.svg.

    • MISSING_FIELD — e.g., a required field such as User ID or Account ID is missing.

    Screenshot_2024-09-17_at_11_16_19_AM.png
  2. Error callout: these appear in place of the preview validation table as red warning messages:

    • MISSING_HEADER — e.g., a required column header such as Account ID or Reward Value is missing.

    • CSV_PARSING — e.g., the CSV file was edited and now has more data points than column headers.

    • FILE_REF_IO — e.g., the file is corrupted and can't be read.

    Screenshot_2024-09-17_at_11_17_20_AM.png
  3. Listed errors: these appear as a list of error counts on the Imports & Exports screen when the import type doesn't have a preview validation table. Row errors and file errors will display together:

    Screenshot_2024-09-10_at_10_58_19_AM.png

Did you find it helpful? Yes No

Send feedback
Sorry we couldn't be helpful. Help us improve this article with your feedback.