---
title: "Exporting the Affiliate List"
description: "Learn how to export your practice's full affiliate list to a CSV file from Aesthetix CRM's Affiliate Manager in a few clicks."
url: https://help.aesthetixcrm.com/en/articles/1953-exporting-the-affiliate-list
collection: "Managing Affiliates"
updated: 2026-07-10
language: en
---

# Exporting the Affiliate List

Learn how to export your practice's full affiliate list to a CSV file from Aesthetix CRM's Affiliate Manager in a few clicks.

If you run a patient or partner referral program through Aesthetix CRM's Affiliate Manager, you can export your complete list of affiliates to a CSV file at any time. This is useful for reviewing affiliate performance offline, sharing data with your accounting team, or keeping a backup of your referral partner records.

## How to Export Your Affiliate List

1.  From the main menu, click to open your account options.
    

![](https://staticfiles.us.gleap.ai/helparticle/20250805152235_0006.png)

2.  Click "Email Marketing."
    

![](https://staticfiles.us.gleap.ai/helparticle/20250805152235_8033.png)

3.  Navigate to "Affiliate Manager."
    

![](https://staticfiles.us.gleap.ai/helparticle/20250805152235_7651.png)

4.  Click on "Affiliate" to access your affiliate options.
    

![](https://staticfiles.us.gleap.ai/helparticle/20250805152235_6661.png)

5.  Click the download icon to export your affiliate list.
    

![](https://staticfiles.us.gleap.ai/helparticle/20250805152234_4488.png)

Your affiliate list will download as a CSV file containing your current affiliates and their associated details, ready to open in a spreadsheet program.

## Frequently Asked Questions

**What information is included in the exported affiliate list?** The CSV export includes your affiliates' core details as stored in the Affiliate Manager, such as their name, contact information, and account status. Use it as a quick reference or to cross-check against your other records.

**Can I export a filtered or partial list of affiliates?** The export downloads your full affiliate list as shown in the Affiliate Manager at the time you click the download icon. If you need a subset, sort or filter the list in the app first before exporting.

**What file format does the export use?** The affiliate list downloads as a CSV (comma-separated values) file, which opens directly in spreadsheet programs like Excel or Google Sheets.

**Where does the downloaded file save?** The CSV file saves to your browser's default download location, the same place any other file download from your browser lands.

**Can I re-import the exported list to update affiliate records?** This export is meant for reporting and record-keeping, not for bulk re-import. To update affiliate information, make changes directly within the Affiliate Manager.

**How often should I export my affiliate list?** There's no set schedule. Many practices export periodically (monthly or quarterly) to keep an offline backup or to review referral partner activity alongside their other reporting.

**Do I need a specific permission level to export the affiliate list?** You'll need access to the Email Marketing and Affiliate Manager areas of your account. If you don't see these options, check with your account administrator about your user permissions.

**Is patient information included in the affiliate export?** No. The affiliate list export contains your referral partners' details, not patient records. If your affiliates are also patients, only their affiliate profile information is included, not clinical or appointment data.