Planning a tracking platform migration?
Work with PSMTrack to rebuild your setup, move partners cleanly, and launch on a stronger foundation.
Migrating to a new affiliate tracking platform is one of the fastest ways to fix data quality issues, eliminate outdated workflows, and rebuild the foundation of your program the right way. This guide walks you through the core steps, from event mapping and postback configuration to partner migration and launch QA. If you are exploring a transition or want expert support, start with our Affiliate Marketing Consulting overview or review our Tracking Solutions page.
This guide is designed to give you clarity on the process without overwhelming you with unnecessary technical detail. Use it to understand the structure of a proper migration, ask better questions, and identify where support can accelerate the transition.
What You’ll Learn
A step-by-step breakdown of how to migrate your affiliate program to a new tracking platform without losing data, partners, or momentum.
✅ How to plan an accurate migration
✅ How to rebuild tracking and event mapping correctly
✅ How to configure payouts and offer structures
✅ How to migrate publishers cleanly and communicate changes
✅ How to avoid postback issues and failed attribution
✅ When to bring in technical or fractional support
Want the transition handled for you?
Explore PSMTrack ServicesFocus on the structure, not every technical detail. You do not need to execute these steps yourself.
Capture what applies to your program and flag unknowns for follow-up.
Assign internal owners for finance, support, and approvals where needed.
Use this guide during vetting to evaluate whether a partner or consultant can support your migration properly.
Review your existing partner terms to ensure they reflect your current program structure, traffic rules, and payout definitions.
Update insertion order templates with accurate conversion definitions and tracking details.
Ensure consistency across all program documentation so partners receive clear expectations when migrating.
Confirm supported payout methods such as ACH, PayPal, and wire transfer.
Set minimum thresholds and fees aligned with your finance operations.
Validate tax documentation workflows including W-9 and W-8BEN collection and storage.
Map every event from install to revenue production so postbacks fire accurately.
Configure macros and identifiers for click IDs, subIDs, and user-level attribution.
Set attribution windows and duplicate rules that match your business model.
Test every postback end to end before partners move onto the new platform.
See Tracking Solutions for more on platform features and setup guidance.
Rebuild offers from scratch rather than importing legacy issues.
Add events and payouts including tiered or city-specific structures if applicable.
Document rules and approvals so partner expectations remain consistent.
Plan a communication sequence from the initial announcement to the final cutoff date.
Guide partners through the new application process and verify tax and payment information.
Ensure all partners update their links before shutting down your previous platform.
Centralize support workflows so publisher questions are resolved quickly.
Document finance processes including payout schedules and reconciliations.
Define escalation paths for fraud, technical issues, and partner disputes.
Test the full conversion flow from click to payout before launch.
Monitor early traffic and verify postback accuracy in real time.
Reconcile initial payouts and check for anomalies during the first two weeks.
Missing or misaligned events that break attribution.
Incorrect payout rules leading to overpayment or partner confusion.
Poor communication that results in partners using outdated links.
Postbacks firing inconsistently due to platform or MMP configuration errors.
Choose a tracking platform that fits your technical needs, volume, and growth goals. See our Tracking Solutions page for an overview of dedicated tracking platforms and MMP considerations.
Everflow for scalable tracking, flexible analytics, and robust automation for growing programs.
Trackdesk for emerging or mid-sized programs wanting modern features, fast onboarding, and accessible pricing.
CAKE Marketing for performance-driven workflows, lead generation flows, and strong reliability.
Networks like Impact, CJ, and Awin for brands that benefit from partner discovery, marketplace visibility, and managed network relationships.
Build on a Strong Foundation
Most migration projects begin with consulting and extend into fractional support to oversee the full transition. If you want expert guidance on executing this migration cleanly, we can help you plan, configure, and launch with confidence.
Affiliate Marketing Consulting and Fractional Affiliate Marketing Support are both available to support your transition.
Let’s build your new foundation.
Explore Our Consulting Services
