Bulk Creating & Updating Advertisers

You can quickly migrate many advertisers from another system into your network by using our Import Advertisers feature. This feature takes a comma-separated values (CSV) file, which you can create with a spreadsheet program (like Microsoft Excel), and CSV file editor, or a simple text editor.

The steps for importing new advertisers and updating existing advertisers are slightly different. The list of all available advertiser fields is available in the List of Advertiser Fields section.

How to Import New Advertisers

The first step is to create a CSV file, with the header row containing the fields you have information for. There are six required fields for new advertisers, shown in the header row below. You can add any of the other few dozen fields to your header, if you have data for them.

company,email,address1,city,region,country,zipcode

You can also download that header as a basic template:

Download import new advertisers template

Note: The order the fields appear in doesn’t matter.

Once you create the CSV file, input your offer information.

How to Update Existing Advertisers

To update advertisers in bulk, you also create a CSV file as described in the above section. The header row works differently, though: you must include the id field, so you can tell TUNE which advertisers to update, then include the fields you want to update for all of the advertisers in that file.

Note: If you don’t include the id field, TUNE assumes you want to create new advertisers instead of update 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:

id status
2152 active
1004 active
1612 active
1440 active
1182 active
2278 active

Tip: If you’re planning to update a significant number of 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 along with 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 user for this account any valid email address:
[email protected]
[email protected]
address1 * Main address Up to 255 characters 123 Demo St.
city * City in address Up to 255 characters Seattle
region * State or region in address Up to 255 characters WA
country * Country in address Two-letter capital letter country code US
zipcode * Zip code of address Valid zip/postal code 98101
id ** The ID for an existing advertiser Must be existing advertiser ID number. Only use when updating advertisers 1004
first_name First name for advertiser. Can be used instead of company name if individual Up to 255 characters. Only use when creating advertisers John
last_name The last name of the advertiser. Can be used with 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 firstname + zipcode in lowercase scott98121
address2 Secondary address for company Up to 255 characters Suite 200
account_manager_id ID of the employee assigned to manage this advertiser Numeric value. Must be valid ID in system of employee 20
status Status of advertiser account active, pending, blocked, deleted, rejected active
title Job position at company for user Up to 255 characters Director
full_name 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

“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 Network API.

Known Issues with CSVs

Details on this are covered in our Bulk Creating & Updating Offers article.