Overview
In Trackier, you can bulk upload goals as well as edit existing goals based on your requirements. This functionality will help you to manage goals efficiently, maintain accuracy, and scale your operations effortlessly, saving time while reducing manual effort.
Benefits:
Allows you to add or update multiple goals simultaneously instead of managing them one by one
Eliminates the need for repetitive manual creation or editing of individual goals
Enables you to prepare a single CSV file and upload all goal data in one go
Minimizes repetitive tasks and saves significant time
Reduces the risk of human errors commonly associated with manual data entry.
Use Cases:
This process is divided into two use cases. Choose the one that best fits your needs.
Edit Existing Goals: You can update details of already created goals in bulk by uploading a CSV file containing the required goal identifiers and updated values.
Add New Goals: You can create new goals in bulk by preparing a CSV file with all mandatory goal details and uploading it to the panel.
Steps to Bulk Upload Goals:
Step 1: Prepare the CSV File
Create the CSV file in the correct format to ensure successful upload.
Include all required columns based on whether you are editing existing goals or adding new ones.
CSV columns required in different cases are mentioned in the table below:
Column Name | Add New Goals | Edit Existing Goals |
goal_id | Optional | ✅ |
campaign_id | ✅ | ✅ |
title | ✅ | ✅ |
value | ✅ | ✅ |
type | ✅ | ✅ |
payout_model | ✅ | ✅ |
publisher_id | Optional (Only when type is pub_specific) | Optional |
track_multiple_conv | Optional | Optional |
coverage | Optional | Optional |
revenue | ✅ | ✅ |
payout | ✅ | ✅ |
hide_payout_from_publisher | Optional | Optional |
Note:
Don't put anything in the blank cells if no data is applicable.
Remove unwanted columns from the CSV so that there is no chance of error.
Goal type and payout model are case-sensitive, so ensure that these values are entered in lowercase to avoid any processing errors.
Please make sure you are using the correct spelling and code values that are supported for type and coverage.
Supported values
Column Name | Value Supported |
type | public | private | pub_specific |
payout_model | fixed | percentage |
coverage |
|
track_multiple_conv | no | no_cancel_future | yes_with_txn_id | yes |
Step 2: Upload the CSV to the Panel
Log in to your Trackier panel and navigate to the Automation section.
Select Data Import, then click on the Plus (+) button and choose the Goal CSV Upload option.
Click Upload CSV to select your file, map the CSV column names with the corresponding panel fields, and finally click Upload to proceed.
Note:
Please note that you can download the sample file from the Data Import section.
You can also import goals from the campaign itself by going to the Goals section.
Step 3: Processing and Status Check
After the upload, the system begins processing the CSV file, which may take anywhere from 1 minute to 4 hours depending on the file size. You can monitor the upload progress in the Data Import logs to check for successful completion or any errors.
Note:
Goal value and goal type are case-sensitive, so ensure that the goal type is entered in lowercase and all values are entered correctly to avoid any processing errors.
Please make sure you are using the correct spelling and code values that are supported for status and coverage.
Always review the logs after upload to confirm successful processing.
We're thrilled to have put together a top-notch team of qualified experts who are available to handle any of your concerns and respond to any inquiries you may have. You can contact us at any time by sending an email to support Team or using the in-platform chat feature.
