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How to import conversions in Affise

 

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.

Notice: no conversion can be deleted from you instance. That’s why make sure that 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 to proceed with an import of one conversion firstly, to make sure that the file with conversions is updated correct. 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: 

  • Create a .CSV file in MS Excel (comma delimited format). All the fields (including cells) should be put in a text format.
  • 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. Mind that the columns' titles should not be used. Otherwise the file will be uploaded  incorrect.When you're ready to fill in the file with the data, mind that 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:

 a) Offer Id is a required field

As long as any of the following fields:

b) Affiliate

c) Conversion ID

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

a) Offer Id is a required field

As long as any of the following fields:

b) ClickiD

c) 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 

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  • ClickId - ClickId which a conversion was made on

   Mind that 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 title!) that exists on 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 'Affiliates' section on your instance.
  • IP - IP the conversion belongs to

Mind that if 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 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

Mind that 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
  • 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 which is paid for a conversion by the Advertiser. Sum needs to be used when a percent type of payment in the offer's settings takes place. Once sum is imported, conversion's revenue and payout will be calculated based on the amount of sum which has been used in the file. Notice: sum should not be used for a fixed type of payment. Once the offer has fixed type of payments, revenue and payout of a conversion will be assigned to it automatically based on the payouts' settings (GEO,Device,Goal etc.)
  • Custom field 1 - custom field 1
  • Custom field 2 - custom field 2
  • Custom field 3 - custom field 3
  • Custom field 4 - custom field 4
  • Custom field 5 - custom field 5
  • Custom field 6 - custom field 6
  • Custom field 7 - custom field 7

4. Save the file as a .CSV document (comma delimited format). Proceed with the import in a conversion section by pressing on "import" button:

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

In the file below you can see 6 separate columns:

ClickId     Conversion ID     Offer ID     Status     Goal   Affiliate

1566153671232.jpg

Notice: you should take into account the order of import checkboxes. In this case "Clickid" corresponds with the 1st column in MS Excel, "Conversion ID" corresponds with the 2nd column, "Offer ID" with 3rd column, "Status" with 4th  column, "Goal" corresponds with 5th column and "Affiliate" corresponds with 6th column respectively.

That’s why you can move items by specifying the desired order of sorting fields to import if click on the field. Not checked items are ignored.

import_gif.gif

5. 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.

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 your user activity logs:

logs_video.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 correct by you and check the file you’ve uploaded. You can always check which kind of errors you have just using 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 import process. For this purpose you need to proceed with the following steps below:

1. Create a .CSV file in MS Excel (comma delimited format). All the fields you have in your Excel file should be put in a text format.

a)

pasted_image_0__5_.png

b)

unnamed__2_.png

 2. Now you’re ready to fill 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. Mind that the columns’ titles should not be used. Otherwise, the file will be uploaded with errors.

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 decided not to use conversion id for your import, make sure that import tool will change the right conversion.

Note: the uniqueness of a conversion in Affise is defined by three categories: conversion_id,goal and offer. 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 also to specify which conversion you need to change via import.

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

  • Offer ID - ordinal  ID of the offer

18babfa734.jpg

  • ClickId - Click Id which a conversion was made on

    Mind that clickid is not a required field if you have imported the conversions for the clicks that have never been registered in Affise.

  • 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 title!) that exists on 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 'Affiliates' section on your platform.
  •  Status - Conversion status

    Mind that 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

4. Save the file as a .CSV document (comma delimited format). Proceed with the import in a Conversions section by pressing on "import" button:

pasted_image_0__4_.png

 Here it is one of the examples how to edit the conversions while using import button:

 

In the screenshot below you can see 6 columns:

Clickid     Conversion ID     Offer      Status      Goal      Affiliate

1566155187395.jpg

With this import we’ll change the status of the existing conversions from approved ('1') to declined ('3'):

Notice: you should take into account the order of import checkboxes. In this case "Clickid" corresponds with 1st column in MS Excel, "Conversion ID" corresponds with 2nd, "Offer ID" with 3rd column, "Status" with 4th column and "Goal" corresponds with 5th column and "Affiliate" corresponds with 6th column respectively.

That’s why you can move items by specifying the desired order of sorting fields to import if click on the field. Not checked items are ignored.

import_gif2.gif

  1. Now your conversions are changed. Mind that conversion changes may take some time. That’s why if you have a large amount of conversion to be changed, conversion import may not happen immediately.
  2.  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 your user activity logs:

logs_video.gif

If you see a note "success,errors", it means that a file is uploaded with a number of errors,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 using 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

 

"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 in the account if you correlate the data with your advertiser or affiliate and find some discrepancy in the amount of conversions.

 

"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 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.

 

"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.

 

"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

 

 Should you have any further doubts or questions, feel free to contact support@affise.com

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