At a Glance: This article will provide you with an understanding of how you can bulk upload the advertisers on the panel.
Overview
In Trackier, you can upload new advertiser data and bulk edit the existing advertiser's data as per your requirement. Also, this helps you to migrate from any of your existing platforms to Trackier very easily and efficiently.
Use cases -
We have divided this into 3 use cases, you can check which suits you best according to your requirement.
Edit the existing advertiser
Adding new advertiser
Migrating advertisers from a different platform.
Note
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Get ready with the correct CSV
Column Name | Edit Existing Advertiser | Adding New Advertiser | Migrating Advertiser( only for New User) |
Advertiser_ID |
| The system will automatically assign IDs in continuation. | If you want to keep the same id as earlier Platform then you can add those Advertiser ids. |
Status | If Required | ||
Full Name | If Required | ||
Company | If Required | ||
Address | If Required | If Required | If Required |
City | If Required | If Required | If Required |
Phone | If Required | If Required | If Required |
Country | If Required | If Required | If Required |
Zipcode | If Required | If Required | If Required |
Skype | If Required | If Required | If Required |
Account Manager | If Required | If Required | If Required |
Tip
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Values Supported
Column Name | Value Supported |
Status | active | pending | rejected | disabled |
Account Manager | Add the ID of the account manager. |
Geo |
|
Note
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Steps to Upload CSV on the panel
Go to Automation and click on Data Import and Advertiser CSV.
Map the CSV columns with drop-down value
Click upload CSV, and you will find the option to map the column name. Make sure it matches, and click on 'Upload'.
Once uploaded, it takes 1 min to 4 hours for the data to get processed depending on CSV size.
Once processed, the data will be reflected in 5 minutes.
CSV upload system supports up to 50 thousand rows, if there are more than 50,000 rows, we recommend that the file be split in two parts and uploaded separately.
Keep a check on the log to review the status for completion or error.
You can delete the manually uploaded data as well. You will have a window of "90 days" to delete the manually uploaded files, which you won't be able to do yourself. Please get in touch with the support team if you want to make changes after 90 days.
There is an option for cancelling the CSV file while uploading it; it allows you to stop uploading the file on your panel in between.
For example, if you are uploading a CSV file with 500 conversions, and you cancel the upload in between, it will cancel the conversion upload in between.
Note:
In the above scenario, the data that is already uploaded will not be deleted, For example, if 500 advertisers are getting uploaded and you cancel it in between at 240 then 240 advertisers will be uploaded successfully, and the next conversion data will be cancelled.
The data of cancelled and processed files will show only if the upload is cancelled when it is in a processing state, not pending (please refer to the screenshot below).
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 Trackier's Support or using the in-platform chat feature.