Migrate from Trackdesk to RefCampaign: a SaaS affiliate checklist

Trackdesk has a dedicated SaaS use case page that emphasizes subscription revenue, recurring commissions, unlimited clicks and conversions, uptime, and many integrations. Its pricing page also describes plans for scale, setup assistance and migration support.

That is useful context, not a reason to attack the product. If you are moving from Trackdesk to RefCampaign, the reason should be operational fit: a smaller SaaS team, simpler Stripe-centered attribution, EU hosting, clearer affiliate analytics, or a program that does not need a wide performance-marketing stack.

Start with the current tracking model

Trackdesk can support complex partner programs, so the first step is deciding what you actually need to move.

Document:

• Active affiliates and offers.
• Tracking links, coupon codes and conversion rules.
• Recurring commission logic.
• Payout methods, payout schedule and thresholds.
• Reporting dashboards used by marketing and finance.
• Open refunds, cancellations and commission adjustments.

If the biggest risk is losing visibility, review the affiliate analytics feature before the migration. The new setup should make reporting easier to explain, not just different.

Decide what changes in RefCampaign

Keep the pieces that protect continuity:

• Commission rules for active affiliates.
• Existing payout expectations.
• Link structure or redirects for top affiliates.
• Any historical export finance may need later.

Change the parts that make the program heavier than necessary:

• Offers that are no longer active.
• Reporting views nobody uses.
• Partner segments that do not map to SaaS revenue.
• Manual checks between affiliate conversions and Stripe-paid invoices.

RefCampaign is a better fit when the team wants the affiliate program to stay close to subscription billing and partner revenue. For tool-level differences, use the RefCampaign vs Trackdesk comparison.

Move active affiliates first

Start with the affiliates who prove the tracking path.

For each:

1. Create the affiliate in RefCampaign.
2. Recreate the campaign, link or code they actually use.
3. Test click tracking and the paid Stripe event.
4. Confirm the commission status and reporting view.
5. Send the affiliate a short transition note.

Do not migrate dormant offers before active revenue paths. If you need to decide which metrics matter during the transition, use the affiliate program KPI guide.

Reconcile commissions and payouts

Before closing the old workflow, agree on one accounting view.

Finance should know:

• Which commissions remain pending in Trackdesk.
• Which commissions are approved for payout.
• Which conversions are now tracked in RefCampaign.
• Which refunds or cancellations still apply to the old period.
• Which reports should be exported for audit and partner questions.

Use one cutoff rule. Example: "Conversions before July 15 remain in Trackdesk; invoice-paid events from July 15 onward are tracked in RefCampaign."

Migration checklist

1. Export active affiliates, offers, links and commission rules.
2. Document reporting dashboards and payout workflow.
3. Decide the cutoff date and refund policy.
4. Rebuild the core program in RefCampaign.
5. Test click-to-paid attribution with Stripe.
6. Move the top revenue affiliates first.
7. Notify the remaining active affiliates.
8. Archive old reports after final payout reconciliation.

When you are ready to compare the systems, read RefCampaign vs Trackdesk, check RefCampaign pricing, or benchmark the program with the SaaS affiliate program benchmarks guide.

The migration succeeds when the tracking stack gets quieter. Affiliates keep working, finance can explain every commission, and your SaaS team sees partner revenue without digging through unnecessary complexity.