JV Copilot Docs

Export Partners To CSV

Export the partner database, a campaign's partner list, or a campaign's affiliate links to CSV — with a column picker and current filters applied.

Use CSV export when you need partner data in a spreadsheet — for your own records, to hand off to someone else, or to edit and re-import.

Export The Full Partner Database

The export uses your current search and group filters. To export specific partners, select them before opening the export menu.

Open Partners.
Search or filter by group if you only want a subset of the list.
Click the menu next to Add Partner, then Export CSV.
Check the columns you want — contact details, groups, campaign counts, and more are available — then click Download CSV.

Partners page with the overflow menu open next to Add Partner, showing the Export CSV item

Export partners dialog with the column picker and Download CSV button highlighted

Name and Email always come along; everything else is optional. Your column choices are remembered the next time you export.

Export One Campaign's Partners

Campaign exports also include campaign-specific columns such as status, send dates, revenue, and conversions. Your current filter, sort order, and selection determine which partners are exported.

Open the campaign and scroll to its partner list.
Filter by status, or check specific partners, if you only want a subset.
Click the menu above the partner list, then Export CSV. If you selected partners, choose Export selected.
Check the columns you want, then click Download CSV.

Campaign partner list toolbar with the overflow menu open showing Export CSV

The affiliate links export doubles as a template: export it with blank rows for partners who don't have a link yet, send the file to whoever assigns links, then import it back in once it's filled out.

Open the campaign's Affiliate links card.
Click the menu in the card header, then Export links.
Turn on Partners without a link to add blank rows to fill in, or Unmatched imported links to include links from a past import that didn't match a partner.
Click Download CSV.

Export affiliate links dialog with the Partners without a link toggle and Download CSV button highlighted

Send the file to the person managing your affiliate links. After they fill it in, import it from the same Affiliate links card. See Getting Started § Add Affiliate Links.

Next Step

Edit an exported partner file and bring it back in — see Import Partners From CSV.

  • Partner Database — searching, filtering, and managing partner profiles in depth.
  • Campaign Partners — statuses, affiliate links, and per-partner activity for a campaign.

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