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How to Update Conversions via CSV

What Is The CSV Reconciliation Tool?


The CSV Reconciliation Tool is used to process conversion price and/or disposition updates en masse. While it is possible to update individual conversions or update multiple conversions from a single campaign via the Mass Adjustment Tool, this tool allows for a group of handpicked conversions across any campaign to be updated by importing a CSV file.


Note:

In order to access this tool, it must first be enabled in your instance. Please reach out to your dedicated CAKE Client Success Manager or CAKE Support (support@getcake.com) for more information.



Accessing The CSV Reconciliation Tool


Once enabled, the CSV Conversion Reconciliation Tool will be located under the Tools main tab. 



Note:

If the tool has been enabled but you do not see the Tools main tab in your view, be sure to check your permission settings.



Step 1: Choose Your File Template


The CSV Reconciliation Tool allows you to make two types of adjustments: Payout/Revenue (and optionally Disposition changes) or Disposition changes only. Each template requires a different set of headers. The following is a breakdown of the template headers and their expected values:


Template for Payout/Revenue/Disposition Changes (template file attached at bottom of article):

  • Conversion ID- CAKE's numeric ID of the conversion record.
    • Option 1: leave column blank to have the tool search by Transaction ID inputs
  • Transaction ID- The value passed in the t= parameter on the conversion postback/pixel.
    • Option 2: leave column blank to have the tool search by Conversion ID inputs
  • Disposition ID - Dropdown list of IDs is presented in the tool. See Step 4 for more details.
  • Offer ID - CAKE's numeric ID attributed to the conversion record.
  • Payout - New Affiliate payout for the conversion record.
  • Add to Existing Payout - Pass "true" to add the amount above to the original payout amount or pass "false" to replace the original payout amount with the amount passed above.
  • Update Revshare Payout - If you want the payout amounts on adjusted RevShare conversions to dynamically recalculate based on new received amounts, pass "true." Otherwise pass "false" to not change the original payout amount on RevShare conversions.
  • Received - New received amount or percentage for the conversion record. See Step 5 for more details.
  • Unpaid Dispostion ID - Dropdown list of IDs is presented in the tool. See Step 6 for more details.
  • Custom Date - Pass dd/mm/yyyy hh/mm/ss format. See Step 3 for more details.


Template for Disposition Changes (template file attached at bottom of article):


  • Conversion ID - CAKE's numeric ID of the conversion record.
  • Transaction ID - The value passed in the t= parameter on the conversion postback/pixel.
  • Disposition ID - Dropdown list of IDs is presented in the tool.
  • Offer ID - CAKE's numeric ID attributed to the conversion record.
  • Custom Date - Pass dd/mm/yyyy hh/mm/ss format.


Note:

Once you've chosen your file and filled it out, save it to your computer for Step 7.



Step 2: Choose To Exclude (Billed) Conversions


When adjusting conversions, you may want to take into consideration whether the conversions have already been billed (aka marked as paid in the Accounting section). The top three options force the tool to skip over/not adjust any conversions that meet the criteria. The last option will force the tool to make the adjustment, regardless of the conversion's billing statuses.




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