Written by Support. Updated over a week ago
This article will help you understand how to manually upload conversion data to TheOptimizer, if you are using a 3rd party tracking system or CRM that is not integrated via API to our system.
In order to upload your data (clicks, conversions, revenue, etc) from a 3rd party tracking system or CRM in TheOptimizer Native, simply go to Manual Stats Update then click on Upload CSV File.
The CSV file columns must respect a certain naming format. You can download our CSV template and use it to generate the final CSV.
Using the CSV format you will be able to upload data for different entities (campaigns, widgets, contents, sections, adgroups, etc) with a single file. The entity that each row in the CSV is referring to will be detected from the Type column.
Not all the columns are required, depending on the entity type that you are updating, the required columns are: Date, Type, TrafficSourceCampaignId, one of [TrafficSourceWidgetId or TrafficSourceContentId or TrafficSourceSectionId, etc] based on the entity that is being updated, and then the columns with the statistics that are being updated, tracker statistics, traffic source statistics, or publisher statistics (Tonic, Sedo, Domain Active).
Once the upload process has been completed you will get an email with more details about the upload process and possible errors.
CSV Columns Explained
Below you can find a full list of all the columns with a short description for each of them to help you decide which columns you need to use:
- Date: the date that is going to be updated in the format yyyy-mm-dd.
- Type: the entity that is being updated. Possible values are: campaign, widget, content, section, adgroup, domain, exchange.
- TrafficSourceCampaignId: id of the campaign in the traffic source.
- TrafficSourceWidgetId: id of the widget (publisher) that is being updated if type=widget. The id must be in the format that you see in TheOptimzer in the Widgets tab.
- TrafficSourceContentId: id of the content (ad) that is being updated if type=content (otherwise leave empty).
- TrafficSourceSectionId: the id of the section that is being updated if type=section (otherwise leave empty).
- TrafficSourceDomainId: the id of the domain that is being updated if type=domain (otherwise leave empty).
- TrafficSourceSiteId: the id of the site (VoluumDSP only) that is being updated if type=site (otherwise leave empty).
- TrafficSourceExchangeId: the id of the exchange (VoluumDSP only) that is being updated if type=exchange (otherwise leave empty).
- TrafficSourceAdGroupId: the id of the ad group that is being updated if type=adgroup (otherwise leave empty).
- TrackerCampaignId: the id of the campaign on your tracking platform. This is only necessary if you are uploading publisher data for systems like (Tonic, Sedo, Domain Active, etc). Leave empty if not used.
- TrackerClicks: clicks as reported in your tracking system. Leave empty if not used.
- TrackerConversions: conversions as reported in your tracking system. Leave empty if not used.
- TrackerRevenue: revenue as reported in your tracking system. leave empty if not used.
- TrafficSourceImpressions: impressions as reported from your traffic source. Leave empty if not used.
- TrafficSourceClicks: clicks as reported from your traffic source. Leave empty if not used.
- TrafficSourceConversions: conversions as reported from your traffic source. Leave empty if not used.
- Cost: the cost (spend) as reported from your traffic source. Leave empty if not used.
- TrafficSourceRevenue: revenue as reported from your traffic source. Leave empty if not used.
- PublisherClicks: clicks as reported by your publisher integration (usually systems similar to Tonic, Sedo, Domain Active). Leave empty if not used.
- PublisherRevenue: revenue as reported by your publisher integration (usually systems similar to Tonic, Sedo, Domain Active). Leave empty if not used.
- PublisherConversions: conversions as reported by your publisher integration (usually systems similar to Tonic, Sedo, Domain Active). Leave empty if not used.