Referral attribution vs contact protection: two timelines that never merge

Short answer

No. Contact protection and the 90-day attribution window run on separate clocks and answer separate questions. Attribution decides whether your introduction is credited: the first valid introduction of a new company within 90 days is credited when that company submits a verified application. Protection comes from the partner agreement and guards qualifying contacts you introduced during its term for six months after the agreement ends. The program terms say it directly: the 90-day window does not extend because contact protection under the agreement continues.

Visual briefFull-size diagram
Two vertical timelines side by side: the attribution clock closes 90 days after a February 10 introduction, while contact protection runs on to six months after the partner agreement ends, so a June 15 application is outside the window but the contact is still protected.
Illustrative dates. The application lands in one clock and not the other; protection does not move the attribution deadline.

This page is part of the guide to separating marketing attribution from contractual referral credit. Its job is narrower: it draws the two clocks as two timelines, runs one introduction through both, and shows where an application can sit inside one and outside the other.

Timeline one: the attribution clock

The attribution clock starts when you make a valid introduction of a new company, through your referral link or the referral form. It runs for 90 days. The event it waits for is the company's verified application, not a meeting, a reply or a signature.

Four points mark this timeline:

  1. Day 0, the introduction. Your link or the form timestamps it. Keep your own dated note as well, using something like the company introduction record template.
  2. The verified application. This is the event that earns credit, provided it lands inside the window and yours is the first valid introduction of that company.
  3. Day 90, the window closes. An application after this date is not credited to your introduction under the attribution rule.
  4. Duplicate review, if needed. When two partners introduce the same company, or the company was already known, SourceX reviews it. One partner per company.

Credit is not payment. The attribution window explainer is clear that the window decides timeliness, not whether a reward is payable. A reward becomes payable after SourceX has paid the referred company under its signed agreement and the payout conditions in the program terms are met, including finance approval and your tax and payment details.](/rewards) sets out.

Timeline two: the contact protection clock

The protection clock belongs to a different document: the Channel Partner Agreement you sign before submitting introductions. The agreement runs for one year and can be terminated on 30 days' notice. Qualifying contacts you introduce during its term stay protected for six months after it ends.

So the protection timeline has a different start and a different end:

  • It covers contacts introduced during the term, whatever the date of the introduction within that term.
  • Its end is measured from the agreement's end date, not from your introduction. A termination notice moves it.
  • What it protects against is being bypassed. It concerns whether your introduced contact may be taken around you. It does not mention applications or credit.

The general idea of a non-circumvention clause, with its protected parties, prohibited conduct and duration, is explained on the non-circumvention agreement page. None of those elements is a credit rule.

One introduction run through both timelines

Illustrative and fictional dates. A partner signs the agreement on March 2, 2026, so its one-year term ends on March 2, 2027, and protection for contacts introduced during the term runs to September 2, 2027. On February 10, 2027, still inside the term, the partner introduces the chief operating officer of a 180-person regional logistics firm. Day 90 of the attribution window is May 11, 2027.

The firm's application could arrive on any of four dates. Here is what each clock says.

Application dateDay of windowAttribution windowContact protectionCredit outcome
April 20, 2027Day 69OpenProtectedCredited if it is the first valid introduction
May 5, 2027Day 84OpenProtectedCredited if it is the first valid introduction
June 15, 2027Day 125ClosedProtectedNot credited under the attribution rule
October 1, 2027Day 233ClosedEnded on September 2Not credited under the attribution rule

Two things stand out. First, the agreement ended on day 20, yet an application on day 69 or day 84 is still credited: the end of the agreement does not cut the attribution window short. Second, on June 15 the contact is still protected, but the application sits outside the window. Protection does not pull it back inside.

The June 15 row is the one partners misread. A partner who looks only at the protection period sees "still covered" and assumes credit. The two columns say different things because they measure different events.

If a company ends up applying through another route, such as a direct visit or another partner's link, the different-channel answer explains how SourceX looks at it. The attribution window length answer explains why 90 days was chosen for data licensing introductions.

Questions to settle before you start the attribution clock

Because the attribution clock starts with your introduction, the best protection for your credit is timing the introduction to a company that is ready to apply. Settle these at metadata level first.

  • Does the company fit? It needs 50+ full-time employees at peak (contractors excluded), documented operating history, rights to license its records and an authorized contact. Companies in the U.S., Canada and the EU qualify, as do companies in the UK, Australia, New Zealand, India, Singapore, South Africa, Latin America, the UAE and Saudi Arabia when at least 90% of the data is in English.
  • Which records exist and who owns them? Note the record types, the systems that hold them, the years covered and the executive who owns them. Never ask for samples or exports.
  • Who can authorize a licensing discussion? Introduce that person. A friendly contact who cannot approve the discussion tends to slow the application past day 90.
  • Is the decision-maker ready to apply within 90 days? If not, wait. Starting the clock early gains nothing, and protection will not rescue a late application.
  • Have you signed the partner agreement? It must be signed before you submit introductions, and its signing date sets your protection timeline.

What stays unknown until SourceX reviews it: whether another partner introduced the company first, whether the company was already known to SourceX, the result of the rights review, and whether any license completes. If a date is close to a boundary, ask SourceX in writing rather than assuming.

Next step

Refer a company. Earn up to $100,000. Default reward: 25% of Actual Supplier Payout, capped at $100,000 cumulatively per referred company. Eligibility and payment conditions apply, and a signed Schedule A or addendum can differ. A lead, meeting or signature alone does not trigger payment.

Plan your introduction around the 90-day clock, not the protection period: register as a partner, check the company against who qualifies, and read the attribution and agreement sections of the program terms.

  1. Step 1Share your linkSend your personal link to a company you know.
  2. Step 2Company appliesThe company applies itself at /apply.
  3. Step 3Company signs and is paidThe company signs, delivers its data and is paid by SourceX under its agreement.
  4. Step 4You get your rewardYour 25% of the actual supplier payout. A reward becomes payable after SourceX has paid the referred company under its signed agreement and the payout conditions in the program terms are met, including finance approval and your tax and payment details.

Common questions

My agreement still protects the contact. Can I ask SourceX to credit a late application anyway?

You can ask, but the protection clause is not a basis for credit. Credit depends on the first valid introduction within the 90-day window, credited when the company submits a verified application. Protection concerns being bypassed, which is a different question.

If I renew my partner agreement, does the attribution window restart?

Nothing in the published terms links the attribution window to the agreement's term. The window is measured from your introduction of the company, so renewing the agreement does not reopen a window that has closed.

Which date should I put in my calendar first?

Day 90 after each introduction. It is the date that decides credit. The protection end date matters only if someone later tries to deal with your contact around you.

Sources

  1. refer.sourcex.si/terms
  2. refer.sourcex.si/questions/what-is-an-attribution-window
  3. refer.sourcex.si/rewards
  4. refer.sourcex.si/questions/non-circumvention-agreement

Free resources

Know a company with valuable proprietary data?

Become a referral partner, get your link and introduce the company’s CEO (in an owner-run company, usually the owner). Referral partners can join from most countries. We can't work with partners in countries or regions under U.S. sanctions or on U.S. restricted-party lists. The companies you introduce should be based in the U.S., Canada and the EU, or in the UK, Australia, New Zealand, India, Singapore, South Africa, Latin America, the UAE and Saudi Arabia with at least 90% of their data in English.

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