Before you start
As you probably know, it is possible to process a manual conversion, in order to create a bonus, a reduction or an additional conversion. In case you need to process a lot of such manual conversions, you might want to use a semi-automated or a fully automated solution.
For the semi-automated solution, you use the export/import section and upload the conversions in a CSV or XLM file. You will need to fill out such a file yourself based on a template structure.
For the automated solution, you use so called CAD-requests.
Semi-automated solution
Getting started
As was mentioned above, you can upload the new conversions in CSV and XLS format. Please regard the best practices on import files in the article on bulk validation when preparing your file. Furthermore, make sure your file contains all columns mentioned in the overviews below, in the exact same order. Columns marked as not mandatory do not necessarily need to contain data, but they must be there as empty columns.
Preparing the file
The file is composed of the columns mentioned in the table below. To prepare the file, you can use this template.
[table id=63 /]
Importing the file
Make sure you are logged in to your admin UI, click on 'finance' in the main navigation menu and proceed to click on 'export/import'. Drag and drop your file to the import section 'Create conversions' or click on it to browse and find your file. If your file has the proper format, you will see a large confirmation icon in the import area and a new entry will appear in the import reporting panel at the bottom of the page. This entry will include a time and date, a user, the advertiser to which the conversions are related and the data type. You will also find a status of the import. Please note there are five possible statuses:
If you have just started to import your file, the status will be queued. This means your file has been queued to be imported to the system. Please note that during this status, the advertiser and the type of your the data you are reporting might not yet be recognized yet.
After about two minutes, you should see the status has been changed to in progress. This means your file is being imported. The import normally takes around thirty minutes.
If your file does not have the proper format (XLS or CSV) or the data in your file has been severely damaged, your import will be interrupted and the status will turn to failed.
When your import has been completed and conversions are visible in the UI, the status of your import will be set to processed. As mentioned above, it normally takes about thirty minutes before your import reaches this status. Under rows imported, you can find out whether there was any problem with the data you tried to import.
You can cancel your import only during the queued and the in progress status. To do this, all you need to do is click on the icon on the right. The status will then be set to canceled.
Import report
After your file has been imported, the bar under rows will display a brief summary of the data you have imported. It will tell you how many conversions were imported and the number of conversions that could not be uploaded due to irregularities in the data format. For further details on your import, click on the icon. If you do so, a panel will open up containing all the details on your conversions and the import, including a processing status and its reason. Going through this data will help you correct any data errors in your file.
Automated solution
As was mentioned above, you use CAD-requests to upload new conversions to the platform automatically. How you create CAD-requests is described in the article on automated validation. When you use CAD-requests to upload new conversions, please note the following:
Make sure the conversion target identifies the new conversions unambiguously.
Make sure you use a magic key that was not used previously.