Using our Import Advertisers feature, you can quickly migrate many advertisers from another system into your platform. This feature takes a comma-separated values (CSV) file, which you can create with a spreadsheet program (like Microsoft Excel) and a CSV file editor or a simple text editor.
The steps for importing new advertisers and updating existing advertisers are slightly different. All available advertiser fields are available in the List of Advertiser Fields section.
How to Import New Advertisers
The first step is to create a CSV file with a header row containing the fields for which you have information. The header row below shows six required fields for new advertisers. You can add the other few dozen fields to your header if you have data for them.
company,email,address1,city,region,country,zipcode
Once you create the CSV file, input your advertiser information.
How to Update Existing Advertisers
You also create a CSV file to update advertisers in bulk, as described in the above section. The header row works differently, though: you must include the id field to tell TUNE which advertisers to update, then include the fields you want to update for all advertisers in that file.
Note: If you don’t include the id field, TUNE assumes you want to create new advertisers instead of updating existing ones.
For example, if you want to change the status of a few advertisers from “pending” to “active,” your CSV file would look like this:
| id | status |
|---|---|
| 2152 | active |
| 1004 | active |
| 1612 | active |
| 1440 | active |
| 1182 | active |
| 2278 | active |
Tip: If you plan to update many existing advertisers, consider exporting your advertisers as a CSV file to modify and re-upload.
Uploading Your Data
To import or update advertisers, go to the Company menu and click on Customize Application. On the Customize Application page, scroll down until you reach the Import Data section, then click on Advertisers.
On that page, attach the file and click Upload. Once submitted, the file will begin processing. Depending on the volume of changes, the import can take up to 30 minutes to process. Once completed, you will see a new “Import Complete” notification on your Snapshot page.
If the message says any advertisers failed to save, Click on that message to see details of which advertisers didn’t get processed and why. If you can’t see how to correct the problem in your CSV file, contact our customer support and have your CSV file and this error message available.
List of Advertiser Fields
Fields marked with * are required for new advertisers and optional for existing advertisers.
Fields marked with ** are required for updating advertisers and should not be included for new advertisers.
All other fields are optional. Do not include the * symbols when making your header rows.
| Column Name | Description | Accepted Values | Example |
|---|---|---|---|
| company * | Name of the advertiser/company | Up to 255 characters | Test Company |
| email * | Email address of the user for this account | any valid email address: XXXX@XXX.XXX |
john@example.com |
| address1 * | Main address | Up to 255 characters | 123 Demo St. |
| city * | City in address | Up to 255 characters | Seattle |
| region * | State or region in the address | Up to 255 characters | WA |
| country * | Country in address | Two-letter capital letter country code | US |
| zipcode * | Zip code of the address | Valid zip/postal code | 98101 |
| id ** | The ID for an existing advertiser | Must be an existing advertiser ID number. Only use when updating advertisers | 1004 |
| first_name | The first name for an advertiser. Can be used instead of company name if an individual | Up to 255 characters. Only use when creating advertisers | John |
| last_name | The last name of the advertiser. Can be used with the first name instead of company name | Up to 255 characters. Only use when creating advertisers | Doe |
| password | Password used to login to advertiser interface | Must be more than 4 characters in length. If no password is entered on creation, a password using the first name + zipcode in lowercase | scott98121 |
| address2 | A secondary address for the company | Up to 255 characters | Suite 200 |
| account_manager_id | The ID of the employee assigned to manage this advertiser | Numeric value. Must be valid ID in the system of employee | 20 |
| status | Status of the advertiser account | active, pending, blocked, deleted, rejected | active |
| title | Job position at the company for user | Up to 255 characters | Director |
| full_name | The whole name of the advertiser. Will be split into first_name and last_name at the first space | Must be an acceptable first_name entry and last_name entry, separated by a space | John Doe |
| phone | Phone number of company | +(country code + area code + number) | +12065181318 |
| fax | Fax number of company | +(country code + area code + number) | +12065181318 |
| signup_ip | The IP address that the user signed up from | 4 Numeric values separated by decimals: XXX.XXX.XXX.XXX |
45.121.240.70 |
| ref_id | Reference ID for this advertiser account for another system | Up to 255 characters | test123 |
| website | Website of company | Does not work with “http://” prepended | www.example.com |
| tags | Tags applied to the advertiser | Existing tag names are separated by commas, wrapped in quotation marks ( "" ) | “Red,Blue,Green” |
Applying Classifications
To apply advertiser classifications via CSV upload, use the classification type name in the header row and use the classification itself as the value. Accepted classification type names are:
- Channel
- Conversion Type
- Incentive
- Media Placement
- Operating System
- Vertical
For example, you can apply the “Non-incent” classification (of the “Incentive” classification type) to three advertisers with a CSV file that looks like this:
| id | incentive |
|---|---|
| 12 | non-incent |
| 17 | non-incent |
| 22 | non-incent |
Classifications applied via CSV upload are added to any existing classifications.
Note: Applying classifications via CSV upload follows the same restrictions as the TUNE platform. Keep in mind that advertisers only accept a single classification for certain classification types.
“What If I Need Other Fields?”
This feature is limited to core advertiser fields. If you need to change something relating to an advertiser, you can do so directly in the platform or (for enterprise accounts) through the Admin API.
Known Issues with CSVs
Details on this are covered in our Bulk Creating & Updating Offers article.