Conversions Bulk Upload via CSV

It is possible to upload new conversions and update existing ones in bulk using a CSV file. This option is useful when handling a large number of conversions, as it significantly reduces manual work.

This article explains the supported CSV formats and available bulk actions, including creating conversions by transaction ID, updating existing conversions, and importing conversions without clicks.

When to Use CSV Upload

Create conversions in bulk
Update existing conversions
Import conversions without clicks (offline conversions)

Prepare the CSV file

There are 4 possible templates, and by choosing the most suitable option, you can easily upload your data:

Use Case	Template
Import conversions without clicks	Insert without clicks
Import conversions by Click ID	Insert by Click ID
Update conversions by Click ID	Update by Click ID
Update specific conversions using transaction ID	Update by Transaction ID

Insert conversions without clicks: use this option when no clicks are available. This is equivalent to the Adjustment – Insert Conversions option. In this case, bulk import of conversions for affiliates is supported, along with the ability to specify conversion details using advertiser and affiliate parameters.
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.
Update conversions by Click ID: if no goal ID is specified, the task will update conversions using the offer’s default goal instead of a specific goal.
Update conversions by Transaction ID: since the transaction ID is a unique identifier, the goal ID does not need to be specified. The task will update the specific conversion associated with the provided transaction ID. Use this option to avoid searching for goal IDs within offers.
Step-by-Step Guide
1. Download the required CSV template.
2. Fill in the file according to the selected template.
3. Ensure all required fields are completed.
4. Upload the CSV file in the system.
5. Wait for processing to complete.
6. Verify results in the Transactions section.
CSV Format Example
```
affiliate_id,goal_id,conv_status,date,revenue,payout

10,576,approved,2026-01-01 12:00,10.00,5.00
```

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.

⚠️ Important:

CSV must follow the correct format
Incorrect data may affect reporting and payouts

What Happens After Upload

Conversions are created or updated based on the selected template.
Processing time depends on file size and number of records.
If the data or format is incorrect, the task will not update any conversions.

⚠️Warning⚠️ Completed adjustments cannot be reverted.

Limits and Recommendations

Large files may significantly increase processing time.
Recommended maximum is up to 20,000 rows per file for import or update.
Ensure correct formatting before upload to avoid errors.

Common Mistakes

Incorrect column names
Missing required fields
Invalid date format
Using commas instead of dots in decimal values
Extra spaces in values

Notes

Fractional numbers must use a dot (e.g., 10.50).
Date format: YYYY-MM-DD HH:MM:SS (e.g., 2021-01-01 12:30:30).
Ensure no trailing spaces in CSV values.
Use correct template depending on the task.

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. If the number of updated records is 0, this indicates an issue with the data format or, in case of an update, the conversions may already be included in an invoice.

🛡️ Best Practice

✅ Before making bulk changes:

Export data as a backup
Double-check filters

✅ When using CSV:

Test with 5–10 rows first
Use a validated template

✅ After updates:

Review reports
Compare before/after values