This article covers three ways to handle conversions in bulk: a CSV-based import to create new conversions, a CSV-based update to edit existing ones, and a direct bulk status change from the conversion report (no CSV needed).
Import new conversions
In order to upload conversions, you must know either the CID or External CID for each record. This is required because conversions need to be paired with the correct clicks or records in the system. Without one of these identifiers, the system cannot match the uploaded conversion to an existing click.
Preparing the source file
The CSV must include the following mandatory parameters:
External CID or CID (only one per conversion is allowed, to prevent mismatching)
Conversion type
Amount (only mandatory for conversions with percentage payout)
The following parameters are optional:
Conversion status
Currency
External ID
Customer ID
Adv S1
Adv S2
Adv S3
Adv S4
Adv S5
Revenue origin ID
Created at: used to backdate a conversion. ISO 8601 and other common date-time formats are accepted.
If your CSV contains External CID but no Revenue origin ID, the system pairs the row with your tenant's default revenue origin. Network-type tenants should include a Revenue origin ID column so each row is matched against the correct advertiser.
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 add 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, 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 in the overview once done. If there was an error in an individual conversion upload, the reason is shown in the little question mark icon next to the status column (all the way to the right) in the import table.
Common import errors
If a row cannot be imported, the question-mark icon next to the row shows the reason. The most common ones are:
CID or External CID not found: the click identifier doesn't match any record in the system.
Conversion type not found: the conversion type code is invalid for the offer or revenue origin.
Currency not supported: the currency isn't enabled for the tenant or the offer.
Duplicate External ID: External ID must be unique per conversion type and revenue origin.
Missing conversion amount: required for conversion types with a percentage payout.
External CID without Revenue origin: External CID rows need a Revenue origin (default is used if the column is omitted; if there is no default, supply one).
Both CID and External CID provided: use exactly one of the two per row.
Conversion source disabled: the click source is no longer collecting traffic.
Update existing conversions
To do a bulk update on existing conversions, use the update existing conversions feature. You'll need a CSV file with information that identifies each conversion, and the parameters you want to change.
The easiest way to prepare this CSV is to export the conversions you want to update from Reports → Conversion report, then edit the columns you want to change.
Pairing of records
To identify conversions, two pieces of information can be used: Conversion ID, or External ID + conversion type.
When External ID + conversion type is used, the system pairs the row against your default Revenue origin. If you operate a Network-type tenant (multiple advertisers, each with their own revenue origin), include a Revenue origin ID column in the CSV so the row is matched against the right advertiser. Otherwise, the default is used and the column can be omitted.
Editable information
The following fields can be edited via CSV:
Status: changes the conversion's status. Accepted values are Approved, Pending, On Hold, Rejected, Refunded, Fraud, Blocked, Not Allowed, Quality Control, and Test.
Sales amount: the gross sale value of the conversion.
Revenue: the advertiser revenue tied to the conversion.
Payout / Cost: the affiliate payout amount.
Adv S1–S5: five advertiser custom parameters stored on the conversion.
External ID: must be unique within the conversion's type and revenue origin. Pick a value that does not already exist in that scope.
Customer ID: the customer identifier stored on the conversion.
Aff S1–S5: five affiliate custom parameters stored on the click connected to the conversion. Note that these update the click record, not the conversion itself.
Process of the edit
Import the file for the edit.
Review the changes in the preview mode.
Confirm the changes.
Imports are processed immediately; there is no background job. The preview and the final result both appear inline.
If everything is in order, all records show as success. Any errors are shown in the right-most column of the preview table for each affected row. Records with errors are skipped; everything else is uploaded.
Bulk status change from the conversion report
You can also update the status of multiple conversions without uploading a CSV. Tick the checkbox next to each conversion in Reports → Conversion report, click Bulk Update in the footer prompt that appears, choose the new status, and confirm.
Settled conversions are excluded from bulk status changes.
Every imported or updated conversion creates an entry in the Activity log, so you can audit who imported what and when (subject to your activity-log permissions and plan).