Conversions Bulk Upload via CSV
It is possible to upload new conversions and edit existing conversions in bulk via a CSV file. If you wish to update or create a large number of conversions at once, this option will save you a lot of time.
This article will guide you through acceptable input files and the actions you can take in bulk, such as creating conversions by transaction ID, modifying existing conversions, or even creating conversions without transaction IDs.
Prepare the CSV file
We have 4 possible templates, and by choosing the most suitable option, you can easily upload your data:
- Insert conversions without clicks: use this when there are no clicks. This is the analog of our Adjustment - Insert Conversions.Template 1. Insert conversions without clicks
- Insert conversions by Click ID: create a conversion for this click_id, and transfer all data from the click. The parameters specified in the CSV file will be prioritized.Template 2. Insert conversions by Click ID
- Update conversions by Click ID: update the last conversion (there may be many conversions) with the data from the CSV.Template 3. Update conversions by Click ID
- Update conversions by Transaction ID: use this when you have the transaction ID. Template 4. Update conversions by Transaction ID
How to fill in the file correctly?
Each of the templates has its own required fields without which your data will not be added.
In the table below you will see information about required fields, as well as some rules for filling in the parameters.
Note:
✔️ Fields Required in the CSV.
✖️ Fields are not used.
| Column Title | Insert conversions without clicks | Insert conversions by Click ID | Update conversions by Click ID | Update conversions by Transaction ID |
| transaction_id | ✖️ | ✖️ | ✖️ | ✔️ |
| click_id | ✖️ | ✔️ | ✔️ | ✖️ |
| affiliate_id | ✔️ | ✖️ | ✖️ | ✖️ |
| goal_id | ✔️ | Optional (Default: Default Goal) | Optional (Default: Default Goal) | ✖️ |
| conv_status | Optional (Default: Goal Settings) | Optional (Default: Goal Settings) | Optional | Optional |
| date | Optional (Default: Today 12:00 UTC) | Optional (Default: Today 12:00 UTC) | ✖️ | ✖️ |
| revenue | Optional (Default: Goal Settings + Custom Parameters) | Optional (Default: Goal Settings + Custom Parameters) | Optional | Optional |
| payout | Optional (Default: Goal Settings + Custom Parameters) | Optional (Default: Goal Settings + Custom Parameters) | Optional | Optional |
| adv_track_id | Optional | Optional | Optional | Optional |
| adv_order_id | Optional | Optional | Optional | Optional |
| adv_user_id | Optional | Optional | Optional | Optional |
| amount | Optional (Default: 0) | Optional (Default: 0) | Optional | Optional |
| adv_param1 | Optional | Optional | Optional | Optional |
| adv_param2 | Optional | Optional | Optional | Optional |
| adv_param3 | Optional | Optional | Optional | Optional |
| adv_param4 | Optional | Optional | Optional | Optional |
| adv_param5 | Optional | Optional | Optional | Optional |
| ip | Optional | Optional | Optional | Optional |
| idfa | Optional | Optional | Optional | Optional |
| gaid | Optional | Optional | Optional | Optional |
| public_notes | Optional | Optional | Optional | Optional |
| private_notes | Optional (Default: Imported from CSV) | Optional (Default: Imported from CSV) | Optional (Default: Imported from CSV) | Optional (Default: Imported from CSV) |
Some parameters have possible values and if you enter incorrect values, this parameter will be ignored or the whole data from the file will not be added.
| Column Title | Supported values |
| conv_status | approved | pending | rejected | trash |
| date | Date format should be YYYY-MM-DD HH:MM:SS, e.g. 2021-01-01 12:30:30 |
| revenue, payout, amount | Integral or fractional number, e.g. 7.50. Note: Notation of a fractional number is allowed only through a dot. Any other symbol (e.g. comma) would not go through. |
Note: We recommend removing unused columns from the CSV file.
Upload the CSV File
There are 2 ways to upload the file:
- Transactions > Conversions > Import > Insert Conversions via CSV
- Transactions > Adjustments > Add Adjustments > Insert Conversions via CSV
Note: There you can find and download the templates that will help you fill in the file.
If the file was created correctly, you will see the Completed status and in the Records Affected field. There you will also see the number of created or updated conversions.
