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How to bulk upload your Publishers?
How to bulk upload your Publishers?
Updated over 9 months ago

At a glance: This article provides information regarding the bulk uploading of your publishers on the platform.

Overview

Trackier platform provides you with an option by which you can upload new publisher data and bulk edit the existing publisher's data which also helps you to migrate from any of your existing platforms to Trackier very easily and efficiently.

We have divided this into 3 use cases, you can check which suits you best according to your requirement.

  • Edit the existing publisher

  • Adding new publisher

  • Migrating publisher's data from a different platform.

Get ready with the correct CSV

Note

CSV Columns Required In different Cases

Column Name

Edit Existing Publisher

Adding New Publisher

Migrating Publisher( only for New User)

Publisher_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 publisher ids.

Email

Status

If Required

*( default - Active )

*( default - Active )

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

Bank Account Number

If Required

If Required

If Required

Account Name

If Required

If Required

If Required

Bank Name

If Required

If Required

If Required

IFSC/ Swift Code

If Required

If Required

If Required

Bank Address

If Required

If Required

If Required

Tip

  • Editing: In this, any column you add in CSV along with publisher ID, those publishers will be edited or updated.

  • Adding New Publisher: In this, there is no need to add publisher ID as the system will assign them ID automatically in sequence.

  • Migration: You can add publisher ID and it will stay as it is so that you can upload conversion data as well, by keeping the same campaign ID, publisher ID and advertiser ID you can upload conversion data easily. (This is only possible in the fresh account or new users).

Value Supported

Column Name

Value Supported

Status

active | pending | rejected | disabled

Account Manager

Add ID of Account Manager, learn more about team members, click here.

Geo

  • Country ISO Code (ex: US, DE) for reference click here.

  • Use ALL if no specific Geo mentioned

  • Use comma separated for multiple Geo's. (US,DE, MX)

Note

  • Please make sure you are using the correct spelling, code and ID of values that are supported for status, geo and account manager.

  • Don't put anything in the blank cells, if no data is applicable.

  • Remove unwanted columns from CSV, so that there is no chance of error.

  • Go To the CSV upload option in the panel.

  • Once you are ready with CSV, then go to Automation > Data Import > Publisher CSV.

Data Import

Map the CSV column with a 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.

Mapping of csv

  • 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 min.

  • CSV upload system supports up to 50 thousand rows, if there are more than 50,000 rows, we recommend that the file be split into two parts and uploaded separately.

  • Keep a check on a log to review the status for completion or error.


​

publisher data upload
  • 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.

cancelling csv

Note:

  • In the above scenario, the data that is already uploaded will not be deleted, for example, if 500 conversions are getting uploaded and you cancel it in between at 240 then 240 conversions 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).

progress

Notes: You can delete the manually uploaded data. You will have a window of "90 days" to delete the manually uploaded files post which you won't be able to do it yourself. Contact the support team to do the changes for you after the period of 90 days.


​Need Instant Resolution?
​
We want to assure our customers that Trackier provides an in-house customer support team, available for instant query resolutions. You can reach out to us via email at support@trackier.com or directly engage with our in-house agents through our live chat feature.

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