The feature is only available in the Business plan or higher.
Import conversions via CSV
Preparing the source file
In order to upload conversions to the system, the CSV needs to have these following parameters present:
External CID or CID – only one parameter per conversion is allowed to prevent mismatching
Conversion type
Amount (only mandatory for conversions with percentage payout)
These following parameters can also be added to the CSV, but are optional:
Conversion status
Currency
External ID
Customer ID
Adv S1
Adv S2
Adv S3
Adv S4
Adv S5
The easiest way to bulk import conversions is to export the clicks (from Reports -> Click report) for which you want to fill in the conversions and adding the required parameters – conversion type and amount for conversions with percentage payout.
Uploading the conversions
Once you have the source file prepared, navigate to Reports -> Conversion report and click the Import button and select Import new conversions
Upload the CSV you prepared and match the parameters in the uploader modal, you can use auto fill for parameters like Status or Revenue origin ID.
You will see the imported conversions on the overview once done, if there was an error in individual conversion uploads you'll see the reason in the little question mark icon next to status column (all the way to the right) in the import table.
Update existing conversions via CSV
In order to do a bulk update to conversion parameters of existing conversions, you can use the update existing conversions feature.
For the import you will need a CSV file with information about conversions to identify them, and information that should be changed.
There are two ways how you can prepare this CSV, either by creating a new CSV file and adding information to it, or by exporting conversions that you would like to update from the conversion report.
Pairing of records
In order to edit existing conversions, you will need identification of conversions.
To identify conversions, two information can be used - Conversion ID and External ID+conversion type.
Editable information
Following information are able to be edited via CSV.
Status - changing this parameter changes Customer ID parameter on the identified conversion, code values specified here can be used for this field - LINK
Sales amount - changing this parameter changes Sales amount parameter on the identified conversion
Revenue - changing this parameter changes Revenue parameter on the identified conversion
Payout/Cost - changing this parameter changes Payout parameter on the identified conversion
Adv S1-S5 - changing these parameter changes Adv S parameters on the identified conversion
External ID - keep in mind that External ID is a unique parameter, so when changng, you need to use a unique value in the system
Customer ID - changing this parameter changes Customer ID parameter on the identified conversion
Aff S1-S5 - changing these parameters changes Aff S parameters on connected click of the record
Process of the edit
Import the file for the edit.
Review the changes in the preview mode.
Confirm the changes
In the best case scenario, you will be shown success on all records. Alternatively, you will be able to see reasons for errors on each row of the preview mode (shown in the right most column of the preview table).
All records without an error are uploaded and records with error are skipped in the upload.