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If you need to migrate a long list of advertisers to Affise, there is no need to do it manually one by one: for this purpose, you can always use our Import tool, which will save your time.
Make sure that every step of the guide is clear to you and followed respectively. Take your time. Advertisers’ import is usually used to upload a great amount of data. That’s why Affise strongly recommends you to make sure that the file is uploaded correctly: if a list of Advertisers is uploaded in the wrong way, you’ll have to edit the whole list manually after all.
How to import Advertisers in Affise?
Here it is a detailed guide on how to proceed with affiliates’ import:
Step1. Create a .CSV file in MS Excel (comma delimited format). All the fields (including cells) should be put in a text format.
Depending on the regional settings of your computer, you can create a .CSV file with the semicolon-delimited format.
Step 2. Now you’re ready to fill in the file with the needed data. To upload a list of advertisers, you'll need to create separate columns with the data you need to import, for example, a company’s name, email, contact details, IM/Skype, etc.
The columns' titles should not be used. Otherwise, the file will be uploaded incorrectly.
As a rule, you will need the following fields:
- Email - Advertiser’s email address
- Company - Advertiser’s company name
- Contact person - Advertiser’s contact person name
- IM/Skype - Advertiser’s Skype name
- Manager - Manager’s (user’s) email
- Password - Password for advertiser’s account
- Site - advertiser’s site URL (if there is one)
- Country - Advertiser’s country location
- City - Advertiser’s city location
- Note - Any note you’d like to keep for a specific Advertiser
Also, you can always update your file with the following additional fields if needed: Allowed/Disallowed IPs, Address 1/ Address 2, Zip code, VAT code.
Step 3. Save the file as a .CSV document (comma delimited format). Proceed with the import in 'Advertisers' section and press ‘Import’ button:
Step 4. On the Advertisers 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.
You should arrange the fields in the same order as they are in your .CSV file.
Advertiser’s import can take some time if it involves a great amount of data. Just take your time and let the import proceed.
You can always check your user activity logs to make sure that the import was successful.
Only the user with the Admin role has access to the 'User activity log' section.
Import .CSV file example
Here it is one of the most common examples to import the Advertisers:
Try to proceed with all steps described above with the help of the attached advertisers_import_example.csv file. You can find this test file at the end of the article.
You may also find the following articles helpful:
- How to create a new Advertiser?
- How to Share an Access to Affise for an Advertiser?
- How To Import Conversions In Affise?
- How to import Affiliates in Affise?
If you have more questions on How to import Advertisers in Affise, feel free to contact the Affise Support Team via firstname.lastname@example.org or your Dedicated Account Manager.
Updated by Anastasia Deryugina