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How to Generate or Update Conversions via CSV Upload
How to Generate or Update Conversions via CSV Upload

Generate or update Conversions via CSV Upload and access templates for each type of update

Genny avatar
Written by Genny
Updated yesterday

Updated - Feature Release 3.5.0 (February, 2023):

  • Updated downloadable template added for adding clickless conversions using coupon codes using .csv file [Click Here]

Updated - Feature Release 3.4.0 (September 26, 2023):

  • Downloadable template added for importing multiple conversions using .csv file [Click Here]

  • Error scanner added to bulk add/edit upload [Click Here]

Watch A Mini Video On These Updates Below:


Table of Contents


Overview

This feature will let you generate or update conversions with a CSV upload.

Below are the advanced options when using this tool.

You can find it in the Reporting - Conversion Imports.


A Step-By-Step Guide

Step #1

Navigate to Reporting - Conversion Imports and click [+ Conversion] to select Bulk Add or Update.

Step #2

Click Download Template to choose the desired template and ensure you upload a proper .csv file. Once you have prepared your .csv file, browse or drag and drop to upload it. Your file will be scanned for formatting errors.

  • If necessary, fix errors and re-upload your file.

  • When there are no errors, click Import.

    • Formatting errors include:

      • File format : Required value is missing

      • Unsupported layout = Columns are invalid

      • Max number of rows

      • Duplicate conversions (*applicable only with editing the status or the payout/revenue of existing conversions)

Continue reading for more information about formatting each type of import.

Pro Tip: If you are encountering persistent formatting errors, try switching to Google Sheets. Some versions of Excel and associated language settings may inadvertently change the template formats.


Formatting the Import

There are several types of conversion imports. Below, you will find examples and instructions for each type:

Templates for the Excel/CSV files can be found at the bottom of this article - [Jump to Templates]


Update Payout/Revenue/Sale amount values of existing conversions

**Please Note: You CANNOT update non-approved conversions.

**The following formats will be accepted for this type of update. However, please note that when you have multiple conversions/events with the same transaction_id, you should use a list of conversion_ids for the update to avoid errors.

**Please Note: When updating existing conversions, EF will only process transaction_id, conversion_id, payout, revenue, and sale_amount columns. Other columns (including date and currency) cannot be updated, and will be ignored.

  • If you have a list of Conversion IDs, the following columns are required (in the specified order):

    conversion_id, payout, revenue, sale_amount

  • If you have a list of Transaction IDs, the following columns are required (in the specified order):

    transaction_id, event_id, payout, revenue, sale_amount

Additional Instructions:

  • event_id should be "0" if you wish to adjust the Base Conversion

  • adv_event_id may be used instead of event_id, but must include the Advertiser-level Event ID; never "0"

  • sale_amount is the amount that is passed back in the conversion or event postback for RPS conversions; this will be "0" if there was no amount required

*IMPORTANT* If we cannot find a conversion for the supplied combo, we will create a new conversion.


Updating Conversion Status

**Please Note: When the status of a conversion is updated from rejected to active (and vice versa), the conversion will change the original payout and revenue associated to the conversion.

**The following formats will be accepted for this type of update. However, please note that when you have multiple conversions/events with the same transaction_id, you should use a list of conversion_ids for the update to avoid errors.

  • If you have a list of Conversion IDs, the following columns are required (in the specified order):

    conversion_id, status

  • If you have a list of Transaction IDs, the following columns are required (in the specified order):

    transaction_id, event_id, status

Additional Instructions:

  • event_id should be "0" if you wish to adjust the Base Conversion

  • adv_event_id may be used instead of event_id, but must include the Advertiser-level Event ID; never "0"


Adding Conversions using an existing Transaction ID

Please note that this may be done directly in the Portal for up to 50 conversions. For a detailed guide - [Click Here]

Please Note: All conversions added will be set to Approved regardless of offer settings (e.g. Postback Control, manually approve conversions, etc). All Partner postbacks will have the timestamp of the upload time.

The following formats will be accepted for this type of update:

  • If you wish to use the offer-level payout & revenue values, then the following columns are required (in the specified order):

    transaction_id, event_id, sale_amount

  • If you wish to specify the payout & revenue values, then the following columns are required (in the specified order):

    transaction_id, event_id, payout, revenue, sale_amount

❗If the transaction_id + event_id combination you are using already has an existing Conversion - you cannot include the column Payout or Revenue.❗

❗If you do this - you'll only update the Revenue, Payout, and Sale Amount of an existing Conversion instead of adding a new conversion.❗

  • If you wish to apply the timestamp of the click to the added conversion, then the following columns are required (in the specified order):

    transaction_id, event_id, payout (optional), revenue (optional), sale_amount, use_click_time (value MUST = "1")


    **Please note that the Partner Postback will still have the timestamp of the upload time regardless of utilizing the use_click_time method.

  • If you wish to customize the timestamp of the conversion, then the following columns are required (in the specified order):

    transaction_id, event_id, payout (optional), revenue (optional), sale_amount, unix_timestamp

Additional Instructions:

  • The following columns can be added to the sheet: advertiser_ip, advertiser_referer_url, unix_timestamp, currency_id, notes, adv1, adv2, adv3, adv4, adv5, coupon_code, order_id, email, offer_url_id.

    • Please note that currency_id does not override the Offer Payout & Revenue Settings; typically only used for passing Sale amounts

  • event_id should be "0" if you wish to adjust the Base Conversion

  • adv_event_id may be used instead of event_id, but must include the Advertiser-level Event ID; never "0"

  • sale_amount is the amount that is passed back in the conversion or event postback for RPS conversions; this will be "0" if there was no amount required


Adding Clickless Conversions without a Transaction ID

Please note that this may be done directly in the Portal for up to 50 conversions. For a detailed guide - [Click Here]

Please Note: All conversions added will be set to Approved regardless of offer settings (e.g. Postback Control, manually approve conversions, etc). The following method will create a unique transaction ID and conversion for each row in the file, and will attribute the Partner/Affiliate postback to the time of the upload.

The following format will be accepted for this type of update:

  • offer_id, affiliate_id, event_id, payout, revenue, sale_amount

Additional Instructions:

  • payout, revenue and sale_amount are optional columns; if omitted, the conversion will use the offer-level value

  • The following columns can be added to the sheet: advertiser_ip, advertiser_referer_url, unix_timestamp, currency_id, notes, adv1, adv2, adv3, adv4, adv5, order_id, coupon_code, email, offer_url_id, sub1, sub2, sub3, sub4, sub5

    • Please note that currency_id does not override the Offer Payout & Revenue Settings; typically only used for passing Sale amounts

    • Please note that affiliate_id/partner_id will be overridden when email is used without a transaction_id

  • event_id should be "0" if you wish to adjust the Base Conversion

  • adv_event_id may be used instead of event_id, but must include the Advertiser-level Event ID; never "0"

  • sale_amount is the amount that is passed back in the conversion or event postback for RPS conversions; this will be "0" if there was no amount required


Adding Clickless Conversions using Coupon Codes

Please Note: All conversions added will be set to Approved regardless of offer settings (e.g. Postback Control, manually approve conversions, etc). The following method will create a unique transaction ID and conversion for each row in the file, and will attribute the Partner/Affiliate postback to the time of the upload.

The following format will be accepted for this type of update:

  • coupon_code, offer_id, event_id

Additional Instructions:

  • payout, revenue, sale_amount are optional columns; if omitted, the conversion will use the offer-level value

  • The following columns can be added to the sheet: advertiser_ip, advertiser_referer_url, unix_timestamp, currency_id, notes, adv1, adv2, adv3, adv4, adv5, order_id, email, offer_url_id, sub1, sub2, sub3, sub4, sub5

    • Please note that currency_id does not override the Offer Payout & Revenue Settings; typically only used for passing Sale amounts

  • event_id should be "0" if you wish to adjust the Base Conversion

  • adv_event_id may be used instead of event_id, but must include the Advertiser-level Event ID; never "0"

  • sale_amount is the amount that is passed back in the conversion or event postback for RPS conversions; this will be "0" if there was no amount required


CSV Upload Templates

Please note that the templates linked below are in spreadsheet form - be sure to save a single tab in .csv format before uploading.

**You can use this website to convert the timestamp to or from Unix.


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