Migration
Migration Guide: Manual Partner Tracking to Refgrow
HugoReport Research Desk
1 min read
10-Second Decision Card
Decision-FirstBest For
SaaS teams that need clearer attribution and partner activation speed.
Not For
Complex enterprise partner programs with global legal workflow requirements.
Recommended Plan
Migrate one payout cycle first and validate end-to-end transparency.
Action Now
Review integration and pricing pages, then test one full partner conversion flow.
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Quick Comparison Snapshot
| Tool | Starting Price | Setup Time | Migration Difficulty | Best For |
|---|---|---|---|---|
| Refgrow | Paid | 20-40 min | Low | Fast partner ops setup |
| Manual Tracking (Current) | Low direct cost | High recurring effort | N/A | Early ad hoc experiments |
After the Comparison: Choose Your Decision Stage
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Manual partner tracking breaks as soon as partner volume and payout complexity increase.
Risk controls
- Keep manual records until one payout cycle fully reconciles.
- Create one owner for attribution discrepancy triage.
- Communicate migration timing clearly to partners.
Completion criteria
- Attribution confidence is acceptable for finance and growth teams.
- Partner onboarding time decreases.
- Recurring payout administration effort drops significantly.
5-Minute Action Plan
- Map all active partners and current commission terms.
- Migrate tracking links and validate attribution events.
- Run one payout cycle in parallel with manual tracking.
- Resolve discrepancies before retiring old workflow.
- Document partner support and escalation SOP.
Migration Runbook Template
Use this template to track payout and attribution migration checks.
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