Migrate from Upfluence for product seeding
Upfluence exports creators from your community and, separately, the product choice and shipping address from each gifting campaign. Together they give a Portifer seeding campaign what it needs. This guide follows Upfluence's own help articles.
1. Export from your current setup
- In Upfluence, open the Community table, filter and select the creators, click export, choose Standard or Full and pick CSV. Upfluence offers CSV and XLSX; choose CSV, because the Portifer box recipient import reads CSV.
- A Standard export holds creator ID, names and tags. A Full export adds social data, audience insights, contact details and custom fields; Upfluence limits Full exports per month by plan and to 800 profiles at a time.
- For shipping addresses, open the gifting campaign, select the creators, click Exports and choose Campaign Data. Upfluence describes this file as containing each creator's products and shipping address.
- Download links arrive by email from Upfluence and stay available for 7 days, so import them promptly.
2. Set up Portifer
- Export your recipient or contact list from the current tool as CSV or Excel.
- Import it in Portifer under Dashboard → Data. Portifer suggests a column mapping; check it and confirm.
- Add your products to the catalogue and rebuild the box in the box builder, with variants and inserts.
- Connect your carrier accounts under Settings → Carriers, or agree managed fulfilment with us.
- Recreate your survey questions and feedback tasks in the campaign, then send a small test cohort before the full send.
3. What maps to what
| What you have now | Where it lives in Portifer |
|---|---|
| Community creator with contact details | Box recipient with name, email and phone |
| Campaign Data shipping address | Box recipient address |
| Product choice | A gift-of-choice variant in the box, or a tag on the recipient |
| Tags | Tags on the box recipient |
| Order in your connected store | Package with a label on your own carrier account |
4. Before your full send
- Join the Full export and the Campaign Data file on the creator so each row has name, email, address and product choice.
- Rename the columns to Portifer's box recipient headers (company, name, email, phone, street, city, postal code, country, notes, tags) or paste the rows into the downloadable template. If first and last names are in separate columns, join them into one name column, because rows without a name are skipped. A file can hold up to 5,000 rows and 5 MB.
- Add a company column if you have none, because the box recipient import requires one. The creator's channel or brand name works.
- Send a small test cohort and open the recipient page on a phone to check address confirmation and the upload tasks.
5. How long each stage takes
We have not yet published measured switching times across customers, so this guide shows what each stage depends on and the product defaults instead of a typical number of days. We will add measured times once enough switches have been completed to report them honestly.
| Stage | What decides how long it takes |
|---|---|
| Export and import | Your export from the current tool plus the import. Campaign contact files take up to 5,000 rows and 10 MB, with a suggested column mapping you check before importing; recipient lists take up to 1,000 rows per file. Split larger lists into several files. |
| Box and carriers | How many products and variants you rebuild, and whether your Bring, PostNord, DHL Express, UPS or FedEx accounts are ready to connect. |
| Address confirmation (optional) | 5 days by default, adjustable from 1 to 30 per campaign. Recipients who have not confirmed get one automatic reminder 3 days after the request when the deadline is later than that, and you can resend it from the campaign. When the deadline passes, the package is confirmed automatically with the address on file. |
| Test cohort | Carrier transit time to your test recipients, plus the time you give them to open their page. |
| Full send and feedback | Carrier transit time and the response window you choose. A follow-up sequence can start when a parcel is delivered or its QR code is scanned, so reminders follow the parcel rather than a fixed date. |
What does not move
- Social data and audience insights. Portifer has no creator analytics.
- Orders created through Upfluence's Shopify, WooCommerce, Magento or BigCommerce integrations. Portifer ships on carrier accounts and has no store integration.
- Campaign performance and sales data. Download it from the campaign in Upfluence and keep it.
When to stay with Upfluence
- Your gifting runs through Upfluence's store integration and creators pick products straight from your shop.
- You use creator search, social analytics or sales tracking. Portifer does none of these.
6. Keep in mind
- The box recipient import matches column names; it does not ask you to map columns, so check the headers before you upload.
- There is no Upfluence integration; the move is a one-off file export and import.
Want us to do it?
On the Assisted and Fully Managed plans our team handles the import, box setup and first send with you. Tell us what you are moving from when you get in touch.
Sources
The export steps above follow Upfluence's own help articles, checked on 2026-10-26. Menu names can change; if a step no longer matches, tell us and we will update this guide.
Frequently asked questions
Which Upfluence export has the shipping addresses?
The Campaign Data export from a gifting campaign, according to Upfluence's help centre. The Community exports hold creator details; a Full export adds contact details.
Can I import the Upfluence XLSX file directly?
Export CSV instead. The Portifer box recipient import reads CSV files of up to 5,000 rows and 5 MB.
How long does switching to Portifer take?
It depends on your list, your box and carrier transit times, not on a fixed onboarding period. Campaign contact files of up to 5,000 rows import in one step after you check the column mapping; if you use address confirmation, recipients have 5 days by default (adjustable from 1 to 30), get one automatic reminder after 3 days when the deadline is later than that, and packages they have not confirmed by the deadline are confirmed automatically with the address on file. We do not publish a typical number of days yet because we have not measured enough switches.
Related pages
Last updated 2026-10-26
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