How to Quickly Migrate Offers Using TUNE's Import Feature
The Import Offers feature efficiently migrates multiple offers from another system into your TUNE platform. This guide will walk you through creating new offers in bulk and updating existing ones using a CSV file.
Preparing Your CSV File
Create Your CSV File
- Open a spreadsheet program like Microsoft Excel or a CSV file editor.
- Create a new spreadsheet and add the necessary fields in the header row. The order of fields does not matter.
For new offers, include at least these required fields:
name, description, offer_url, preview_url, expiration_date, status
For updating existing offers, include:
id, status
Along with any other fields you wish to update.
Input Offer Information:
- Fill out your CSV file with the relevant information for each offer. If applicable, pay attention to date formatting.
Bulk Creating New Offers
Prepare CSV for New Offers
- Ensure your CSV includes all required fields.
- Add additional optional fields as needed.
Upload Your Data
- Navigate to the Company menu and select Customize Application.
- Scroll down to Import Data and click on Offers.
- Attach your CSV file and click Upload.
- Wait for processing; this can take up to 30 minutes, depending on the file size.
Bulk Updating Existing Offers
Prepare CSV for Updates
- Include the "id" field along with fields to be updated (e.g., status).
Upload Your Data
- Access Customize Application under the Company menu.
- Proceed to Import Data and select Offers.
- Attach your CSV file and initiate the upload process.
Note: If you don’t include the “id” field, TUNE assumes you want to create new offers instead of updating existing ones.
For example, if you want to change the status of a few offers from “pending” to “active,” your CSV file would look like this:
| id | status |
|---|---|
| 40 | active |
| 58 | active |
| 74 | active |
| 80 | active |
| 82 | active |
| 96 | active |
Tip: If you plan to update many existing offers, consider exporting your offers as a CSV file to modify and re-upload.
Final Steps
Monitor Upload Status:
- After uploading, monitor the processing status.
- Once completed, you will receive an "Import Complete" notification on your Snapshot page.
Handling Errors:
- If any offers fail to save, review the error message for details.
- Correct any issues in your CSV file and re-upload.
- For persistent issues, contact customer support with your CSV file and error message.
Following these steps, you can efficiently migrate and manage offers within your TUNE platform by using the Import Offers feature. This method streamlines adding new offers or updating existing ones, ensuring your data is accurately imported and maintained.
List of Offer Fields
Fields marked with * are required for new offers and optional for existing offers.
Fields marked with ** are required for updating offers and should not be included for new offers.
All other fields are optional. Do not include the * symbols when making your header rows.
| Column Name | Description | Accepted Values | Example |
|---|---|---|---|
| name * | Name of the offer | Up to 255 characters | Offer name |
| description * | Description of offer | Up to 65,535 characters | This is an offer description |
| offer_url * | URL to the default landing page of the offer | Any URL (http:// included) along with defined macros | http://example.com?trans={transaction_id} |
| preview_url * | URL to preview the landing page | Any URL (http:// included) | http://example.com |
| expiration_date * | Date and time the offer will expire (in UTC) | YYYY-MM-DD HH:MM:SS (See note below) |
2020-01-31 23:59:59 |
| status * | Status of the offer | ‘active‘, ‘pending‘, ‘paused‘, ‘deleted‘ | active |
| id ** | The ID of the offer if you are updating offers via CSV | The numeric ID of the offer | 42 |
| advertiser_id | The ID of the advertiser account | numeric ID of existing advertiser | 20 |
| protocol | Protocol for conversion tracking | ‘http‘ – HTTP iFrame pixel ‘https‘ – HTTPS iFrame pixel ‘http_img‘ – HTTP Image pixel ‘https_img‘ – HTTPS Image pixel ‘server‘ – Server postback w/ transaction_id ‘server_affiliate‘ – Server postback w/ partner ID |
HTTP |
| currency | Three character symbol of the country's currency | See a list of options here | USD |
| payout_type | How partners are compensated is recorded as a cost | ‘cpa_flat‘ – Cost per Conversion (CPA) ‘cpa_percentage‘ – Cost per Sale (CPS) ‘cpa_both‘ – Cost per Conversion + Cost per Sale (CPA + CPS) ‘CPC – Cost per Click (CPC) ‘CPM‘ – Cost per Thousand Impressions (CPM) |
cpa_flat |
| revenue_type | How advertisers will pay recorded as revenue | ‘cpa_flat‘ – Revenue per Conversion (RPA) ‘cpa_percentage‘ – Revenue per Sale (RPS) ‘cpa_both‘ – Revenue per Conversion + Revenue per Sale (RPA + RPS) ‘CPC‘ – Revenue per Click (RPC) ‘CPM‘ – Revenue per Thousand Impressions (RPM) |
cpa_flat |
| default_payout | The flat-rate payout set for the offer | Monetary value with two decimal places. Commas or decimals accepted | 5.00 |
| percent_payout | The percentage payout to a partner for a sale | Whole percentage number (no ‘%’ symbols are passed) | 25 |
| max_payout | The flat-rate revenue set for the offer | Monetary value with two decimal places. Commas or decimals accepted | 7.00 |
| max_percent_payout | The percentage of a sale collected as revenue | Whole percentage number (no ‘%’ symbols are passed) | 30 |
| tiered_payout | Turns on tiered payouts for offers. Each tier’s payout + revenue must be set in-app | 1 (enabled) or 0 (disabled) | 0 |
| is_private | Enables offer to be private | 1 (enabled) or 0 (disabled) | 0 |
| redirect_offer_id | The ID of the offer to redirect to when paused/expired | The numeric ID of the offer | 44 |
| converted_offer_id | The ID of the offer to redirect to if a user has already converted | The numeric ID of the offer | 44 |
| converted_offer_url | Custom URL to redirect to when the user has already converted | Any URL (‘http://’ included) along with defined macros | http://othersite.com |
| conversion_cap | The number of daily conversions allowed for an offer | The numeric whole number will enable this setting | 2000 |
| session_hours | The number of hours the user clicks session/cookies will be tracked | A numeric whole number less than 17520. Default is 720 (30 days) | 720 |
| require_approval | Requires approval for a partner to access offers | 1 (enabled) or 0 (disabled) | 0 |
| terms_and_conditions | Adds terms & conditions to offer partners have to agree to | Up to 255 characters | Terms and conditions here |
| approve_conversions | Turns on a setting that requires approval of all conversions for this offer | 1 (enabled) or 0 (disabled) | 0 |
| allow_multiple_conversions | The setting allows multiple conversions from the same transaction ID | 1 (enabled) or 0 (disabled) | 0 |
| allow_website_links | Setting that allows custom landing page URLs to be passed in tracking links | 1 (enabled) or 0 (disabled) | 0 |
| show_custom_variables | Turns on a setting to allow custom variables to be passed to an advertiser | 1 (enabled) or 0 (disabled) | 0 |
| set_session_on_impression | Start tracking users on impression instead of click | 1 (enabled) or 0 (disabled) | 0 |
| display_advertiser | Option to show advertiser in partners interface | 1 (enabled) or 0 (disabled) | 0 |
| country_codes | Two-letter country codes to be targeted in the offer | Two-letter country code for each country targeted, separated by commas, wrapped in quotation marks ( "") | “US,CA,UK” |
| enforce_geo_targeting | Enforces geotargeting for offer | 1 (enforced) or 0 (disabled) | 1 |
| dne_list_id | The ID of the suppression list for this offer | The numeric ID of the suppression list | 2 |
| email_instructions_from | Text specifying instructions for email campaigns | Up to 255 characters | Test email instructions here |
| email_instructions_subject | Text listing approval subjects for email campaigns | Up to 255 characters | Test email subjects here |
| ref_id | Reference ID for offer | Up to 255 characters | test123 |
| categories | IDs of categories that offer are associated with | Category ID integer values separated by commas, wrapped in quotation marks ( “” ) | “1,2,3” |
| enforce_secure_tracking_link | Value for the “Secure Tracking Link” offers tracking setting | 1 (enabled) or 0 (disabled) | 1 |
| tags | Tags applied to the offer | Existing tag names are separated by commas, wrapped in quotation marks ("") | “Red,Blue,Green” |
| allow_test_clicks | Setting that allows any click resulting from a test link to be logged by TUNE | 1 (enabled) or 0 (disabled) | 0 |
How to Apply Offer Classifications Using CSV Upload
If you need to efficiently apply offer classifications in bulk within your TUNE platform, a CSV upload is a straightforward method. This guide outlines the steps required to apply classifications such as Channel, Conversion Type, Incentive, Media Placement, Operating System, and Vertical to your offers.
Understanding Classification Types
Before you begin, ensure you understand the accepted classification type names. These include:
- Channel
- Conversion Type
- Incentive
- Media Placement
- Operating System
- Vertical
Creating Your CSV File
Format Your CSV File:
- Open a spreadsheet program or a CSV file editor.
- Create a new spreadsheet with the header row containing the classification type name as the column header (e.g., "incentive").
- Enter the specific classification values for each offer under their respective columns.
Example CSV Entry:
- To apply the “Non-incent” classification (under the “Incentive” classification type) to multiple offers, your CSV file might look like this:
id,incentive
40,non-incent
58,non-incent
74,non-incent
Important Considerations
- Adding to Existing Classifications: Classifications applied via CSV upload will be added to any existing classifications.
- Single Classification Limitation: Offers can only accept a single classification for certain classification types.
Handling Complex Text Fields
-
Commas in Text Fields: Use quotation marks ("") around fields that contain commas. For example:
"US,CA,UK". -
Quotation Marks in Text Fields: Precede each quotation mark with two backslashes () within text fields. Example:
"Winner of \\"Best Game\\" by Awesome Games Quarterly!". - Line Breaks in Text Fields: Do not include line breaks in text fields, as this is not supported during the import process.
Using Date Fields
-
Formatting Date Fields: Date fields like
expiration_datemust be formatted strictly as text in your CSV file to ensure compatibility with the TUNE platform. - In Microsoft Excel, format date columns as text before saving them as CSV. For newer versions, use the custom format "yyyy-mm-dd hh:mm"
- For Google Sheets, format date columns as Plain Text.
- In Apple’s Numbers, no special formatting is required as it preserves date formatting.
Uploading Your CSV File
Access the Import Feature:
- Navigate to the Company menu in TUNE and select Customize Application.
- Scroll down to Import Data and choose Offers.
Upload and Process:
- Attach your prepared CSV file and initiate the upload.
- Monitor the import process, which can take up to 30 minutes, depending on the file size.
Error Handling:
- If issues arise during the import (e.g., failed uploads), review error messages for specifics.
- Correct errors in your CSV file and re-upload as needed.
- For persistent issues, contact TUNE customer support for assistance.
Following these steps, you can efficiently apply offer classifications to multiple offers using the CSV upload feature in TUNE. This method streamlines the process and ensures accurate classification of your offers within the platform.