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. 


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.


TABLE OF CONTENTS



Note



Get ready with the correct CSV


Note

Fields are Required in CSV.

  Not Required, remove the column from CSV.

* default -  represent value system will consider If you don't upload CSV with that field.

Please remove the unwanted column while uploading it.




CSV Columns required In different Cases

 

Column NameEdit Existing AdvertiserAdding New AdvertiserMigrating 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.

Email

Status

If Required
Full NameIf Required
CompanyIf Required
AddressIf RequiredIf RequiredIf Required
CityIf RequiredIf RequiredIf Required
PhoneIf RequiredIf RequiredIf Required
CountryIf RequiredIf RequiredIf Required
ZipcodeIf RequiredIf RequiredIf Required
SkypeIf RequiredIf RequiredIf Required
Account ManagerIf RequiredIf RequiredIf Required


Tip

  • Editing: In this, any column you add in CSV along with Advertiser ID, those advertiser's data will be edited or updated.
  • Adding New Advertiser: In this, there is no need to add advertiser ID as the system will assign them ID automatically in sequence.
  • Migration: You can add advertiser 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).


Values Supported


Column NameValue Supported

Status

 active | pending | rejected | disabled

Account Manager

Add ID of Account Manager.
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 not even "-" if no data is applicable.
  • Remove unwanted column 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 > Advertiser CSV.




  • Map the CSV columns with drop-down value
  • Click upload CSV and you find the option to map 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 manuallu uploaded files post which you won't be able to do it yourself.