In Trackier, you can upload new publisher data and bulk edit the existing publisher's data as well. Also, this helps you to migrate from any of your existing platform to Trackier very easily and efficiently.
We have divided this in 3 use cases, you can check which suits best according to your requirement.
- Edit the existing publisher
- Adding new publisher
- Migrating publisher's data from a different platform.
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Step 1
Get ready with the correct CSV
Please remove the unwanted column while uploading it. |
Fields are Required in CSV.
Not Required, remove the column from CSV.CSV Columns Required In different Cases
| Column Name | Edit Existing Publisher | Adding New Publisher | Migrating Publisher( only for New User) |
|---|---|---|---|
|  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 |
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Value Supported
| Column Name | Value Supported |
|---|---|
| active | pending | rejected | disabled | |
Account Manager | Add Id of Account Manager, Learn more about team members, click here. |
| Geo |
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Step 2
Go To the CSV upload option in the panel.
Once you are ready with CSV, then go to Automation > Data Import > Publisher CSV.
Step 3
Map the CSV column with drop down value
Click upload CSV and you will find the option to map column name, make sure it matches and click on Upload.
Step 4
Wait for CSV to get uploaded
- 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 support 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 a log to review the status for completion or error.