Bulk Process Action Inquiries

If you have a large volume of action inquiries to process, you can create a CSV file with your resolutions to submit your resolutions in bulk instead of approving each one manually.

Create action inquiry resolutions file

1. From the left navigation menu, select [Engage] → Transactions → Inquiries.

2. At the top of the list, ensure the Resolution filter is set to New.

3. Select one of these options:

   • Select [Download] → Download as CSV.

     

     • You can make edits directly to the downloaded file and save them.

   • Alternatively, download this template and modify it with your own data.

   Don't use formulas: Do not use any type of formula—only enter exact amounts. The platform will not recognize the result of Excel or Google Sheets formulas, so you will likely incur overage fees if you upload a file that contains formulas in your spreadsheet's cells. Simply convert cell values from formulas to the formulas' results to avoid this problem.

Process the action inquiries CSV file

Refer to the table below for the required columns that impact.com needs as well as the optional fields:

Id	Required	123456	A unique value assigned to the Action Inquiry—this value is found in the Id column of your downloaded CSV file of Action Inquiries.
Transaction Date	Required if accepting the action inquiry	2018-10-27T17:00:00-07:00	This is the date that the transaction took place, in ISO 8601 format (e.g., 2038-01-19T03:14:07+00:00)
Resolution Status	Required	VALID , INCOMPLETE or DECLINED	Indicates if the action inquiry is accepted or declined. Enter VALID to accept Enter DECLINED to decline Enter INCOMPLETE to request the partner provide more information
Resolution Reason	Required if declining the action inquiry	This transaction has been tracked successfully Another marketing channel was credited with sale Another marketing channel was credited with sale, due to a voucher/discount code used Did not meet terms and conditions set by merchant Transaction not completed - Order cancelled, changed or returned Transaction cannot be traced Transaction not fully completed online Enquiry does not provide complete information required for evaluation Other	Enter the reason for declining the action inquiry—for most cases, you can put OTHER.
Action Tracker	Required	35601	Enter the ID of the Event Type associated with this action. View your event type IDs From the top navigation bar, select [User profile] → Settings. Then select Event Types. If the action inquiry is linked to a specific order and is for an incorrectly tracked action, you can also use the Order ID Lookup report to find which event type the action inquiry is associated with.
Final Payout	Required	0	Specify the final payout the partner will receive, or leave this blank for impact.com to generate a payout based on your contract with the partner. For declined action inquiries, enter 0.
Resolution Notes	Optional	{Insert any custom message}	Field for any additional notes you'd like to add.
Sale Amount	Optional	1400	Allows you to update the original sale amount reported by the Partner.
Customer Id	Optional	WX9299099823723432	Order Customer Id.
Customer Status	Optional	new	Whether the purchasing user is a new, returning, or re-engaged customer.
Promo Code	Optional	SUMMER10	Order promo code.
Category	Optional	Beauty	The line item's category.
SKU	Optional	LPGLOSS103	The line item's SKU.
Name	Optional	Summer Lip Gloss	The line item's name.
Quantity	Optional	12	The line item's quantity as a number.
Amount	Optional	$199.99	The line item's subtotal as a number with two decimal places.

Upload the processed CSV file

Warning: Your file cannot have any periods in its name (e.g., Action.Inquiry.Resolutions), as it won't be accepted. Use underscores or "CamelCase" instead (e.g., Action_Inquiry_Resolutions or ActionInquiryResolutions).

1. From the left navigation menu, select [Engage] → Transactions → Inquiries.

2. In the top-right corner of the main window, select Upload Resolutions.

3. Use the Choose File button to select your CSV file.

4. Select Submit to process your action inquiries in bulk.

You'll receive a confirmation message on the next screen that indicates if the file was uploaded successfully.