Docs/Mantle Migration

Migrating from Mantle Affiliates

Move your Shopify app affiliate program to PartnerDock before August 14, 2026. Bring your affiliates, referral history, customers, and payout records. Your affiliates' existing links keep working from day one — no link swaps needed.

Free migration · Personal call · 15 min read

DeadlineMantle services end August 14, 2026. Export your data now — even if you haven't chosen a platform yet.Book free migration call →

Migration overview

The migration is a collaborative process — you export your data from Mantle, and we do the import together on a free 30–60 minute call. Here's the high-level flow:

01
Export
Download 3–4 CSV files from Mantle
02
Prepare
Note commission rules & clear open payouts
03
Call
30–60 min with our team — we do the import
04
Live
Your program is running in PartnerDock

Step 1 — Export your data from Mantle

You need to export four files from your Mantle dashboard. Mantle emails you a download link for each export — save all files to a folder before your call.

1. Affiliates · Required

affiliates.csv
Whereapp.heymantle.com/affiliates
Which option"One row per customer for each affiliate" — 3rd option in the export dialog
ContainsAffiliate names, emails, referral codes, commission terms, PayPal emails, payout thresholds

2. Affiliate referrals · Required

affiliate_memberships.csv
Whereapp.heymantle.com/affiliates
Which option"One row per affiliate for each affiliate program / app they're enrolled in" — 2nd option
ContainsEach affiliate per app, total commission earned, referral code, enrollment date

3. Customers · Required

customers.csv
Whereapp.heymantle.com/customers
Which optionApply "Referred by affiliate" filter first, then export → "One row per customer for each app they have installed" — 2nd option
ContainsReferred Shopify stores and the affiliate who referred them

4. Payouts · Optional (recommended)

payouts.csv
Whereapp.heymantle.com/affiliates/payouts
Which optionSet filter to "All", then export
ContainsFull payout history — paid, pending, and processing records
Important: Affiliates, Affiliate referrals, and Customers are required. Without all three, we can't do a complete import. Payouts is optional but strongly recommended — it's the only way to carry your payout history forward.

How to run each export in Mantle

1
2
Go to Affiliates. Click the Export button (top right).
3
Select the 3rd option: "One row per customer for each affiliate". Click Export. Mantle will email you a download link — this is the affiliates.csv file.
4
From the same Affiliates page, click Export again. This time select the 2nd option: "One row per affiliate for each affiliate program / app they're enrolled in". Click Export. This is affiliate_memberships.csv.
5
Go to Customers. Apply the "Referred by affiliate" filter. Click Export → select the 2nd option: "One row per customer for each app they have installed". This is customers.csv.
6
Go to Affiliates → Payouts. Set the filter to All. Click Export. This is payouts.csv.
7
Wait for the download emails from Mantle and save all files to the same folder.

Step 2 — Note your commission rules

Mantle's CSV exports capture affiliate data well, but commission structure nuances aren't always in the CSV. Before your call, write down:

  • Your default commission rate or amount (e.g. 20% revenue share, or $5 per install)
  • Commission type — revenue share %, fixed amount, first month only, recurring for X months, or lifetime
  • Any special terms for specific affiliates or affiliate groups (e.g. "Agency partners get 30%")
  • Payout threshold — minimum balance before an affiliate can request a payout
  • In-progress multi-month commissions — if you have affiliates on a "first 3 months" or "first 6 months" deal, note which month they're on for each
If your commission structure is straightforward (e.g. "20% for life on all affiliates"), you don't need detailed notes. This is mainly for programs with custom per-affiliate arrangements.

Step 3 — Complete outstanding payouts in Mantle

Before migrating, run a final payout cycle in Mantle for affiliates with pending earned commissions. This keeps your records clean and avoids confusion after migration.

01Review all affiliates with pending commission balances
02Run your final payout batch (PayPal mass payout or manual transfers)
03Mark all processed payouts as paid in Mantle
04Download and save your payout confirmation records
If some affiliates have small outstanding balances you can't pay before the deadline, note them. PartnerDock's import carries unpaid balances forward and you can pay them through PartnerDock after migration.

Step 4 — Book your migration call

Once you have your CSV files ready, book a free 30–60 minute call with our team. We handle the actual data import — you don't need to upload anything or run any scripts yourself.

What to bring to the call

  • Your 3–4 CSV files from Mantle
  • Your commission structure notes
  • The name of your Shopify app(s)
  • Access to your email (for the login link)
Book your free migration call →

Timeline: typically 1–3 business days from booking to live, depending on program size. We can usually accommodate same-day or next-day calls.

What happens during the call

On the call, our team will:

Review your CSV files

We check for any data quality issues before importing — missing emails, duplicate codes, etc.

Import affiliates, referrals, and customers

All your affiliates are created in PartnerDock with their original referral codes, commission history, and referred store records.

Import payout history

Past paid, pending, and processing payouts carry over so your records are complete from day one.

Set up commission rules

We recreate your commission structure based on the CSV and your notes — default rate, special terms, payout threshold.

Configure your affiliate signup page

Your branded page goes live at getpartnerdock.com/p/[your-app-slug].

Confirm existing links work

We verify that your affiliates' existing Mantle-format links are attributed correctly.

Hand you your login

You receive a login link and we walk you through the dashboard together.

What happens after migration

You receive a login link to your PartnerDock founder dashboard
All affiliates, referrals, and payout history are visible immediately
Your affiliate signup page is live at getpartnerdock.com/p/[your-app-slug]
Affiliates with existing PartnerDock accounts see your app appear automatically — no action needed from them
Affiliates new to PartnerDock receive a login link — their referral links are ready as soon as they log in
Old Mantle links continue tracking via GA4 — no affiliate action needed

What carries over

All affiliates (name, email, referral code, status)
Affiliate referral history
Referred Shopify stores
Payout history (paid, pending, processing)
Unpaid commission balances
Commission rule structure
Lifetime and multi-month commission progress
Affiliate groups and custom terms

Your numbers stay consistent because PartnerDock reads from the same underlying data sources as Mantle — the Shopify Partners API and Google Analytics 4 with BigQuery.

Nothing changes for your affiliates. Mantle links use this format:

https://apps.shopify.com/your-app?mref=affiliate-code

PartnerDock preserves every affiliate's original referral code from Mantle during import. When existing links are clicked, GA4 reads the mref parameter and PartnerDock attributes the referral automatically. Your affiliates can keep promoting with their existing links from day one.

After migration, each affiliate also gets a PartnerDock tracked redirect link (getpartnerdock.com/r/their-code) which provides additional tracking via a first-party click cookie. Both link formats work — affiliates can use whichever they prefer.

Frequently asked questions