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
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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. | |
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
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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 |
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Note
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Go To the CSV upload option in the panel.
Once you are ready with CSV, then go to Automation > Data Import > Publisher CSV.
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.
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.
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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 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).
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.
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Related Article:
--> How to Bulk Upload Landing Pages
--> How to Bulk upload Payouts
--> How to upload bulk campaigns
-->How to bulk upload conversion data
βNeed Instant Resolution?
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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.