Map the Stack Before You Move
Before you migrate any affiliate program, you need a stack map. This is the operational inventory of every system that sends data into the affiliate layer, receives data from it, or influences how commissions are calculated. Without this map, the migration plan is incomplete no matter how good the new platform looks in demos.
Core Integration Categories
Track360 works in stack-dependent environments, so the right migration view is category-first rather than vendor-first. Start by identifying which category each dependency belongs to and what role it plays in attribution or payout logic.
| Category | Examples | Why It Matters |
|---|---|---|
| Trading platform | MetaTrader, cTrader, DXtrade, Match-Trader | Supplies trading events, lot volume, and account activity |
| CRM / back office | Leverate, TradeCore, SkaleCRM, FXBO, Antelope | Holds client records, sales ownership, and operational workflows |
| iGaming backend | Phoenix365 and similar operator stacks | Supplies registrations, deposits, and gaming revenue events |
| Prop infrastructure | Axcera, Trade Tech Solutions, WooCommerce | Controls challenge purchases, resets, and checkout attribution |
| Website / CMS | WordPress, landing pages, forms | Controls referral entry points and content-driven traffic |
| Fraud layer | 24Metrics or internal controls | Filters abusive traffic and affects qualification logic |
Questions to Answer for Each Dependency
- What event does this system send or receive?
- Is the event used for attribution, qualification, reporting, or payout approval?
- Is the data real-time, batch, or manually imported?
- Who owns the integration today: marketing, product, ops, BI, or an external vendor?
- What breaks commercially if this dependency fails for one day?
Do Not Trust the Official Diagram Alone
The architecture diagram is rarely enough. In many teams, the real business logic sits in CSV exports, payout review spreadsheets, ad hoc scripts, or manual approvals. You need to interview the people who actually operate the program: affiliate managers, finance, CRM owners, BI, and whoever handles exceptions when numbers do not match.
If your current system has partner-specific exceptions, capture them explicitly. These are often the first things lost in migration, and they create the fastest trust damage because top partners usually depend on them.
Output of This Step
At the end of this phase, you should have a single migration sheet listing all connected systems, all inbound and outbound events, owners, dependency level, and cutover risk. This becomes the control document for implementation and QA.
- System name and category
- Event types and direction of sync
- Current owner and technical contact
- Business impact if unavailable
- Migration method: preserve, rebuild, simplify, or retire
Key Takeaways
- Migration planning starts with a dependency map, not with page content or UI screens.
- Use integration categories to identify where attribution and payout logic really depends on the stack.
- Interview operators, finance, and BI to uncover logic that is not documented anywhere else.
- Produce one control sheet listing systems, events, owners, and commercial cutover risk.
Explore Further
Key terms and tools related to this lesson. Deepen your understanding and see how Track360 supports these concepts.
Affiliate Program
A structured partnership where a business rewards external partners (affiliates) for driving traffic, leads, or conversions through tracked referral activity.
Conversion Rate
The percentage of clicks or visitors that complete a desired action, such as making a first deposit, opening an account, or purchasing a trading challenge.
Affiliate Manager
An affiliate manager is the operator-side role responsible for recruiting, onboarding, managing, and optimizing affiliate partnerships within a partner program.
Publisher
A publisher is an individual or company that promotes an advertiser's products or services through an affiliate program in exchange for commissions on conversions they drive.