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How to Import Conversions in Affise?

Time to read: 8 min

topic.pngThe article covers the following topics:

Import tool helps you to work with conversions, and it can be extremely helpful when you work with a massive number of them.

Using import tool, you can easily import the conversions that have never existed on your instance for some reason or to change the ones that already exist without any need to do it manually.

Below you’ll find two separate guides on how to import new conversions and edit the existing ones.

import.png No conversion can be deleted from your instance. That’s why ensuring every step of the guide is clear to you and followed, respectively. Take your time. Conversions import is a complex process that involves a great amount of data. That’s why Affise strongly recommends you proceed with an import of one conversion firstly to make sure that the file with conversions is updated correctly. If it contains some errors as a result, you’ll be able to correct them easily for the whole list of conversions and proceed with the import of a correct updated file, which will save your time.

How to import new conversions?

Import tool allows you to import new conversions that do not exist on your instance just following the steps below: 

Step1. Create a .CSV file in MS Excel (comma delimited format). All the fields (including cells) should be put in a text format. 

import.png Depending on the regional settings of your computer, you can create a .CSV file with a semicolon-delimited format.

Step 2. Now you’re ready to fill in the file with the needed data. To upload new conversions, you'll need to create separate columns with the data you need to import, for example, click id, conversion id, offer, affiliate, the data when they were created, etc. 

import.pngThe columns' titles should not be used. Otherwise, the file will be uploaded incorrectly. When you're ready to fill in the file with the data, mind that the Offer is considered to be the required field.

Once you need to import the conversions for the clicks that have never been registered in Affise system, you will need to fill next required fields:

  • Offer Id 
  • Affiliate
  • Conversion ID

If you need to import conversions for the clicks that have been registered in Affise earlier, you will need to fill next required fields:

  • Offer Id 
  • ClickiD
  • Conversion ID

The clicks will be imported under the Affiliate, GEO, IP, Subids, etc. they were registered earlier in the system.   

This is a list of all the allowed fields that can be used in your file:

  • Offer ID - Ordinal ID of the offer 
  • ClickId - ClickId which conversion was made on
     import.png Clickid is not a required field if you import the conversions for the clicks that have never been registered in Affise. In this case, clickid value can be omitted.
  • Conversion ID - Action ID passed to you by your Advertiser via postback or any other ID you need to register the conversion under.
  • Goal - Goal value (not the title!) exists in your instance and is set in the payouts' settings of the offer.
  • Affiliate - Ordinal Affiliate ID can be taken from the list of affiliates in the 'Affiliates' section on your instance.
  • IP - IP the conversion belongs to
    import.pngIf you make an import using click ids, the IP a click is made from, and the one you have in your file should be the same; otherwise, the import won’t take place. If you do not use click id value in your import, you can use any IP you need.
  • Status - Conversion status
    import.png
    All the conversion statuses should be written only with digital values. Conversion statuses can be the following: approved - '1';pending - '2' ; declined - '3' ; not found - '4' ; hold - '5'.
  • Notice - Comment: UTF-8 file encoding is required.
  • Created at - Date when a conversion was created (should be written in YYYY-MM-DD format). If no date is mentioned in the file, conversions will be imported for the day when the import takes place.
  • Count - Number of duplicate records
  • Sum - a sum that is paid for conversion by the Advertiser. Sum needs to be used when a percent type of payment in the offer's settings takes place. Once the sum is imported, conversion's revenue and the payout will be calculated based on the amount of sum which has been used in the file.

import.png The sum should not be used for a fixed type of payment. Once the offer has fixed type of payments, revenue and payout of conversion will be automatically assigned to it based on the payouts' settings (GEO, Device, Goal, etc.)

  • Custom field 1 - Custom field 7  - custom field 1 - custom field 7

Step 4. Save the file as a .CSV document (comma delimited format). Proceed with the import in the 'Statistics' section - > 'Conversions' section by pressing on the 'Import' button:

Annotation_on_2020-06-11_at_20-07-14.png

Step 5. On the Conversion import form, enable needed checkboxes. You can move items by specifying the desired order of sorting fields to import if you click on the field. Not checked items are ignored.

 import.png You should arrange the fields in the same order as they are in your .CSV file.

export1.gif

Now your conversions are imported to your instance. Mind that conversion import may take some time. That’s why if you have a large amount of conversion to be imported, mind that changes may not happen immediately.

Step 6. If you have imported the file with conversions and no changes have occurred, the easiest way to check whether you import was correct or not is to check 'User activity logs' section:

chrome-capture__55_.gif

If you see a note "success, errors", it means that a file was uploaded with a number of errors, and you should check whether all the steps described above were done correctly and check the file you’ve uploaded. You can always check which kind of errors you have just used your user logs. The most common mistakes are wrong file format, wrong value order, wrong data format, a lack of the required fields, etc.

If you see a note "success", it means that your import was successful, and you should wait a couple of minutes before the import is completed.

How to edit existing conversions via import?

If you need to change the existing conversions, mind that only conversion's status can be changed via the import process. For this purpose, you need to proceed with the following steps below:

Step 1. Create a .CSV file in MS Excel (comma delimited format). All the fields (including cells) should be put in a text format. 

import.png Depending on the regional settings of your computer, you can create a .CSV file with the semicolon-delimited format.

a)

pasted_image_0__5_.png

b)

unnamed__2_.png

Step 2. Now you’re ready to fill in the file with the needed data. To edit the existing conversions, you’ll need to create separate columns with the data you need for import.

import.pngThe columns' titles should not be used. Otherwise, the file will be uploaded incorrectly. When you're ready to fill in the file with the data, mind that the Offer is considered to be the required field.

Step 3. As a rule, to change conversions' statuses, you’ll need clickid, conversion id, offer, affiliate, and status to change the conversions. We strongly recommend you to use both clickid and conversion id while editing the conversion since one clickid may have several conversions: so, once you decide not to use conversion id for your import, make sure that import tool changes the right conversion.

import.png The uniqueness of conversion in Affise is defined by three categories: action ID (i.e., conversion_id), goal, and offer ID. As a result, there can be a case where there are several conversions with the same clickid and conversion_id but different goals:

unnamed__3_.png

In this case, the system needs to understand which conversion it needs to update, and for this purpose, you need to add goal value to specify which conversion you need to change via import.

click__1_.pngFind out more about how does Affise define Click's/Conversion's Uniqueness here.

This is a list of all the allowed fields that can be used in your file:

  • Offer ID - Ordinal ID of the offer 
  • ClickId - ClickId which conversion was made on
     import.png Clickid is not a required field if you import the conversions for the clicks that have never been registered in Affise. In this case, clickid value can be omitted.
  • Conversion ID - Action ID passed to you by your Advertiser via postback or any other ID you need to register the conversion under.
  • Goal - Goal value (not the title!) that exists in your instance and is set in the payouts' settings of the offer.
  • Affiliate - Ordinal Affiliate ID that can be taken from the list of affiliates in the 'Affiliates' section on your instance.
  • IP - IP the conversion belongs to
    import.pngIf you make an import using click ids, the IP a click is made from, and the one you have in your file should be the same; otherwise, the import won’t take place. If you do not use click id value in your import, you can use any IP you need.
  • Status - Conversion status
    import.png
    All the conversion statuses should be written only with digital values. Conversion statuses can be the following: approved - '1';pending - '2' ; declined - '3' ; not found - '4' ; hold - '5'.
  • Notice - Comment: UTF-8 file encoding is required.

Step 4. Save the file as a .CSV document (comma delimited format). Proceed with the import in the 'Statistics' section - > 'Conversions' section by pressing on the 'Import' button:

Annotation_on_2020-06-11_at_20-07-14.png

Step 5. With this import, we’ll change the status of the existing conversions from approved ('1') to declined ('3'). 
On the Conversion import form, enable needed checkboxes. You can move items by specifying the desired order of sorting fields to import if you click on the field. Not checked items are ignored.

 import.png You should arrange the fields in the same order as they are in your .CSV file.

export1.gif

Now your conversions are changed. Mind that conversion changes may take some time. If you have a large amount of conversion to be changed, conversion import may not happen immediately.

Step 6. If you have imported the file with conversions and no changes have occurred, the easiest way to check whether you import was correct or not is to check 'User activity logs' section:

chrome-capture__55_.gif

import.png Only the user with the Admin role has access to the 'User activity log' section.

If you see a note "success, errors", it means that a file is uploaded with a number of errors, the import was unsuccessful, and you should double-check the file you’ve tried to import. You can always check which kind of errors you have just used your user logs. The most common mistakes are wrong file format, wrong value order, wrong data format, a lack of the required fields, an attempt to change the data with the same values(e.i. changing conversions status from "approved" to "approved"), etc.

If you see a note "success", it means that your import was successful, and you should wait a couple of minutes before the import is completed.

FAQ

Q1.:"Are the postbacks sent to affiliates if conversions are imported?"

No, no postbacks are sent to your affiliates if you import conversions. It should be taken into account if you correlate the data with your advertiser or affiliate and find some discrepancy in the number of conversions.

Q2.: "Can I upload conversions for the clicks that have never been registered in Affise?"

You can import the conversions for the clicks that have been registered earlier in Affise using the clickid value they belong to. But, on the other hand, you can import conversions without clickid values too. The conversions will be uploaded with clickid values omitted. Therefore conversions for the clicks that have never been registered in Affise can be uploaded.

Q3.: "Which date will the conversions be imported if no date is mentioned in the file?"

If no date is specified in your file, the conversions will be imported for the day when import takes place.

Q4.: "Can I import conversions via API?"

Yes, you can import conversions using our API. There are 2 methods described in our API doc which you can use while importing conversions:

  1. Import of a single conversion: POST /3.0/admin/conversion/import
  2. Import multiple conversions: POST /3.0/admin/conversions/import

Read more about how to proceed with both of the methods described above in our API doc https://api.affise.com/docs3.1/#conversions-managing

Import .CSV file example

Here it is one of the most common examples to import the conversions:

In the file below you can see 7 separate columns:

Screenshot_97.png

Try to proceed with all steps described above with the help of the attached conversions_import_example.csv file. You can find this test file at the end of the article.

article.pngYou may also find the following articles helpful:

 If you have more questions on How to import conversion in Affise, feel free to contact the Affise Support Team via support@affise.com or your Dedicated Account Manager.

Updated by Anastasia Deryugina

 

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