Operator Platform - How to Update Commissions in Bulk: Status Changes, Amount Adjustments, and CSV Import

 This article provides a guide for operators on how to update commissions and import them into the system.

The following topics are covered:

1. Bulk Inline Updates for Statuses and Payouts
2. Updating commission statuses
3. Updating commission amounts
4. Working with CSV files for import and updates

When to Use Each Method

Method	Best for	Example
Status Changes	Approve/reject conversions	Approve 500 commissions
Amount Adjustments	Fix payouts	Adjust payouts after validation
CSV Import	Complex bulk updates	Sync data, manual adjustments

For quick updates of a single commission status, the web interface provides an option to select a new status directly via the UI. The change is applied immediately and updates the commission.

Additionally, it is possible to select up to 100 commissions per page and update their status using a bulk action.

For quick updates of payout, the platform allows selecting the required commissions and updating their amounts.

This applies not only to commissions with fixed payouts but also to commissions where the payout is calculated as a percentage. Payout can be updated for RevShare type without any additional steps.

Any interaction involving commission updates via the UI will prompt the manager to confirm whether affiliate postbacks should be triggered.
By default, postback triggering is enabled.

To prevent sending affiliate postbacks, the manager needs to uncheck the postback option before confirming the update.

⚠️ Important

• Only commissions that are not part of an invoice can be updated
• Changes cannot be reverted — only corrected by performing another update to restore previous values

📝 Notes Field

When performing bulk updates of statuses or payouts, managers can specify a reason in the Notes field.

• Notes are visible to affiliates (read-only)
• Managers have full access (read and edit)

This helps maintain transparency and track the reason for any changes.

The platform provides the ability to bulk update commission statuses for up to 1,000 records using transaction IDs or click IDs.

Path:
Transactions → Adjustments → Change Status

Recommendations

• Usage of transaction IDs is recommended, as this is a unique value and ensures that only specific commissions are updated.
• When using click ID, note that a single click may have multiple commissions (for example, RevShare), and all matching commissions will be updated.
• If no specific conditions are defined (transaction ID, click ID, brand, commission type), the system will update all records within the selected time period.

Common mistakes

• IDs must be listed one per line, without commas or spaces
• No empty line at the end (even a hidden space may create an empty row and cause issues)
• Confusion between Track ID and Transaction ID — these are different parameters. For updates, Transaction ID is recommended.

In certain cases, there is a need to recalculate commission amounts for already generated but unpaid commissions — for example, to increase, decrease, or adjust payouts.

Path:
Transactions → Adjustments → Change Commissions

Steps

1. Select:
• Brand
• Commission type (goal)
• New values for Revenue and Commission (Values should be equal to avoid affecting profit calculations)
2. Define conditions:
• Time period
• Current status
• Recommended: Transaction IDs

Important notes

• The list of transaction IDs must be entered: one value per line, without spaces or commas, up to 1,000 records per task
• Usage of Transaction ID is preferred over click ID, as it ensures that only the exact commission is updated.

Path
Transactions → Adjustments → Insert Commissions (Conversions) via CSV

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

Insert Conversions Without Clicks
This option can be used when there is a need to adjust the affiliate balance manually — for example, to add a commission without a click or player association. Typical use cases include chargebacks or bonus adjustments.

Required columns:

• affiliate_id — affiliate ID in Scaleo
• goal_id — commission type ID (specific per brand; available in the Goal filter on the Commissions page)

Optional fields:

• conv_status — status of the commission (approved, pending, rejected, trash)
• If not specified, the default status will be applied (based on brand settings)
• date — commission date. If not specified, - Default: current date at 12:00 UTC. Format: YYYY-MM-DD HH:MM:SS (e.g., 2021-01-01 12:30:30)
• revenue and payout — must be equal to avoid affecting profit calculations
• public_notes / private_notes — recommended to describe the reason for the import (e.g., bonus, chargeback)

Insert Conversions by Click ID
This option is less common for operator use cases, as most commission calculations are handled automatically on the server side. It is typically used for internal adjustments.

Allows adding additional commissions linked to an existing click (player).

• Adding a CPA for a player who did not qualify
• Adding CPL outside of commission plans
• Manually adding a flat fee

Required columns:

• click_id — click associated with the player
• goal_id — commission type ID

Optional fields:

• conv_status — commission status
• date — commission date. If not specified - Default: current date at 12:00 UTC, Format: YYYY-MM-DD HH:MM:SS (e.g., 2021-01-01 12:30:30)
• revenue / payout — must be equal
• public_notes / private_notes — reason for import
• adv_user_id — player ID to link the commission to the player (otherwise treated as a standalone amount)

Update Conversions
(Update by Click ID / Update by Transaction ID)

These options are used to update existing commissions. The difference lies in the filter condition:

• By Click ID — updates all commissions linked to a click
• By Transaction ID — updates a specific commission (recommended)

Key differences:

• If updating by click ID and goal_id is not specified, all commissions for that click will be updated
• If updating by transaction ID, only the exact commission will be updated (transaction ID is unique)

Capabilities:

• Update up to 20,000 commissions per task
• Update: statuses, amounts (revenue/payout), additional parameters: adv_param1–5, aff_param1–5

Recommendation:
Use Update by Transaction ID, as it guarantees precise updates without affecting unintended commissions.
When using Click ID, specifying goal_id is required to avoid updating multiple commission types unintentionally.

What Happens After Upload

• Commissions 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.