How to upload new conversions

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.

Header name	Explanation	Mandatory	Format	Delimiter	Example
					Edit
partner_id	The user ID of the partner who generated the transaction.	Yes	Numeric	n/a	1234
advertiser_id	The internal ID of the advertiser for which the transaction was generated, corresponding with the MID in the UI.	Yes	Numeric	n/a	1234
conversion_target	The value of the conversion target of the transaction.	Yes	Alphanumeric	n/a	sale, newsletter_subscription
category_id	The ID of the product category relevant for your transaction.	No	Numeric	n/a	123
adspace_id	The ad space to which you want the transaction to be attributed.	Yes	Numeric	n/a	123456
status	The status of the transaction: 0 means the transaction is open, 1 means the transaction has been approved, 2 means the transaction has been rejected, 3 means the transaction has been confirmed. For more information, please read this article.	Yes	Numeric	n/a	0,1,2,3
conversion_id	The order ID of the transaction. Please do not used any existing order IDs, because this value needs to be unique.	Yes	Alphanumeric	n/a	BONUS345
tracking_time	The time and date on which you want your transaction to be registered.	No	dd/mm/yyyy hh:mm:ss	Slash and colon	25.05.2019 15:37:05
click_time	The time and date of the winning click related to the transaction.	No	dd/mm/yyyy hh:mm:ss	Slash and colon	25.05.2019 15:37:00
click_referer	The referrer of the transaction.	No	Alphanumeric	n/a	www.mywebsite.com
click_subid	A partner’s subID related to the transaction.	No	Numeric	n/a	12345
commission_rate	The amount of commission that should be attributed to the ad space. The value in this field will either represent a percentage or a fixed amount.	Yes	#.#	Period	5.00
commission_type	The type of commission that should be attributed to the ad space, according to the commission model applied to the transaction.	Yes	Alphanumeric	n/a	fix, percent
order_value	The order value of the transaction. For bonuses and reductions, this column is irrelevant.	No	#.#	Period	10.00
currency_code	The ISO 4217 currency code in which the values of the order value of the transaction were defined.	Yes	###	n/a	EUR
fee	The advertiser fee related to the transaction.	No	#.#	Period	2.00
vouchercode	The voucher code related to the transaction	No	Alphanumeric	n/a	SALE2015123456
request_type	Whether the transaction was triggered post view or post click.	No		n/a
invoice_value	The total order value of the transaction, including VAT and shipping costs.	No	Alphanumeric	Period	123.45
customer_new	Whether the customer who produced the transaction was a new or not.	No	Alphabetic	n/a	True
customer_gender	The gender of the customer who produced the transaction.	No	Alphabetic	n/a	f
customer_age	The age of the customer who produced the transaction.	No	Numeric	n/a	45
customer_survey	Questions and answers to customer surveys held upon placing the order to which the transaction relates.	No	Alphanumeric	Bracket, double quotation marks and colon.	{"Your favorite movie":"Moonraker","Your favorite actor":"Sean Connery"}
user_value_1	A custom value which can be added to the transaction.	No	Alphanumeric	n/a	ab12345
user_value_2	A custom value which can be added to the transaction.	No	Alphanumeric	n/a	cd67891
user_value_3	A custom value which can be added to the transaction.	No	Alphanumeric	n/a	ef23456
user_value_4	A custom value which can be added to the transaction.	No	Alphanumeric	n/a	gh78901
additional_data	Additional data related to the customer, such as the number of number of previously canceled orders or recommendations for other products.	No	Alphanumeric	Bracket, double quotation marks and colon.	{"number_prev_cancellations":"12","recommended_by":"user_id: 15"}
smc_1	A value added to the click or view which preceded the transaction.	No	Alphanumeric	n/a	ab1234
smc_2	A value added to the click or view which preceded the transaction.	No	Alphanumeric	n/a	dc5678
smc_3	A value added to the click or view which preceded the transaction.	No	Alphanumeric	n/a	ef9012
smc_4	A value added to the click or view which preceded the transaction.	No	Alphanumeric	n/a	gh3456
smc_5	A value added to the click or view which preceded the transaction.	No	Alphanumeric	n/a	ij7890
smc_6	A value added to the click or view which preceded the transaction.	No	Alphanumeric	n/a	kl1234
device	The device on which the transaction was produced.	No	Alphabetic	n/a	Desktop
conversion_note	A custom note, added to the transaction	No	Alphanumeric	n/a	Bonus transaction

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 API key that was not used previously.