# Submit Conversion Data via FTP or Email

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If you're collecting conversion data (i.e., actions) server-side or through a cookie, you will need to submit your data to impact.com so you can visualize your program's performance, attribute credit to partners, and modify or reverse any actions before they lock.

This document guides you through formatting and submitting your conversion data, and assumes that you have already begun collecting data.

#### Before you start

* If you need help collecting conversion data with non-pixel tracking, reach out to your CSM or [contact support](https://app.impact.com/support/portal.ihtml?createTicket=true). To learn more about your tracking method and integration, we recommend consulting the original Technical Integration Plan provided to you by our Technical Services team.
* If you have *Connections* turned on for your account, setting up a conversion data pipeline will look different for you. Learn how to [create a Connection](https://help.impact.com/brand/account-administration/account-settings/send-data-to-impactcom/data-connections-overview).
* The required parameters for web actions and mobile app actions are different. See [Mobile-Specific Parameters](https://help.impact.com/brand/platform-features/submit-and-modify-conversion-data/batch-modify-conversion-data/mobile-specific-parameters-for-ftp-or-email-conversion-reporting) for more information on submitting mobile app conversions.

{% hint style="warning" %}
**Warning:** We strongly recommend not submitting actions older than 88 days, as impact.com does not currently process FTP-submitted conversions with event dates beyond that window. Conversions up to 398 days old can be processed, but only if attribution is done using `MediaId`.
{% endhint %}

#### Step 1: Prepare your data

Follow the instructions below to view a template file, add in your conversion data, and save it in a .csv format. The template you need depends on whether you are tracking conversions at the *item level* (i.e., including the SKU, quantity, etc. of each item in an order) or at the *order level* (i.e., just tracking orders themselves, not the items within them). You can also submit [chained action](https://help.impact.com/brand/platform-features/actions-and-payouts/actions/track-your-conversion-funnel-using-chained-actions) data.

1. Select one of the links below to view the .csv file template that matches what level you track actions at.
   * [Item-Level Actions/Conversion Data Template](https://integrations.impact.com/impact-brand/docs/item-level-data#item-level-template)
   * [Order-Level Actions/Conversion Data Template](https://integrations.impact.com/impact-brand/docs/order-level-data#order-level-template)
   * [Chained Actions Conversion Data Template](https://integrations.impact.com/impact-brand/docs/chained-actions#chained-actions-template)
2. Add your conversion data to the file.
   * See the [impact.com Action & Conversion Data Reference](https://integrations.impact.com/impact-brand/docs/impactcom-action-conversion-data-references) doc for examples, and use this file as a reference for accepted parameters. Reach out to your CSM to find out which parameters would be best to include in your conversion data template.
3. Append any optional parameters you want to report as new columns in your file.
4. Save your file in .CSV format with an easily identifiable title and date (e.g., `2020-01-01_ActionData.csv`).

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> For item-level batch files, Order IDs that have multiple associated SKUs must be listed consecutively. Not grouping together line-items with the same Order ID and different SKUs will result in a <code>OID_DUPLICATE</code> error for the SKUs listed farther down the file.</p></div>

#### Step 2: Submit your data file

{% tabs %}
{% tab title="Upload via FTP/SFTP" %}

* We recommend splitting FTP/SFTP files to keep the maximum number of entries per file under 10000.
* To submit a file to impact.com's FTP/SFTP server, you will need to retrieve account credentials first. Follow the instructions below to learn how to have your existing credentials emailed to you.

1. From the top navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1183576591b45997efe4dc81a25024640591d02a%2F245137dc972a7a7f6165b59538fcdbac8fd5bd8fee4ba9f20c1a2982c5b58b57.svg?alt=media) **\[User profile] →** **Settings**.
2. In the right column, under *Tracking*, select **Event Types**.
3. Hover over the event type for which you want to submit server-side action tracking data, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[More]** on the right, and select **View / Edit**.
4. Next to *Returns Processing*, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-6027673a720a6522269e1861ad0554c4a85baf29%2F9dcf248c757a094c6af27798e61091b8425a0afa1637ae0e5ba3448c5f85b1a1.svg?alt=media) **\[Edit]**.
5. Select **Automate returns processing (advanced) → Upload file to system FTP server**.
6. Select **Email FTP Username and Password** and **Save**.

   * Once you have received your FTP/SFTP credentials, use an FTP/SFTP client to connect to impact.com with the following info:

   |              | FTP                                            | SFTP                                            |
   | ------------ | ---------------------------------------------- | ----------------------------------------------- |
   | **Server**   | batch.impact.com                               | sftp\://batch.impact.com                        |
   | **Port**     | 21                                             | 22                                              |
   | **Username** | (Your case-sensitive impact.com FTP Username.) | (Your case-sensitive impact.com SFTP Username.) |
   | **Password** | (Your case-sensitive impact.com FTP Password.) | (Your case-sensitive impact.com SFTP Password.) |
7. Once connected, upload your file to the main directory of the server. After a successful upload, go to the **Step 3: Review the file submission** section below.

   <div data-gb-custom-block data-tag="hint" data-style="info" class="hint hint-info"><p><strong>Note:</strong> If you have not received the FTP/SFTP credentials email, contact the person who created your impact.com account. Alternatively, <a href="https://app.impact.com/secure/mediapartner/support/customer-support-portal-flow.ihtml">contact support</a>.</p></div>

{% endtab %}

{% tab title="Pull file via FTP/SFTP" %}

1. From the top navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1183576591b45997efe4dc81a25024640591d02a%2F245137dc972a7a7f6165b59538fcdbac8fd5bd8fee4ba9f20c1a2982c5b58b57.svg?alt=media) **\[User profile] →** **Settings**.
2. In the right column, under *Tracking*, select **Event Types**.
3. Hover over the event type for which you want to submit server-side action tracking data, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[More]** on the right, and select **View / Edit**.
4. Next to *Returns Processing*, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-6027673a720a6522269e1861ad0554c4a85baf29%2F9dcf248c757a094c6af27798e61091b8425a0afa1637ae0e5ba3448c5f85b1a1.svg?alt=media) **\[Edit]**.
5. Select **Pull file from your own FTP server**.
6. Enter the **Server URL**, **Port**, and directory path to the action data file on your FTP/SFTP/FTPS server. Enter the **Username** and **Password** that impact.com will use to connect to your FTP/SFTP/FTPS server.
7. Select **Save** and continue.
8. Upload your action data file to the directory you specified above (point 6). impact.com attempts to connect and download files from your FTP/SFTP/FTPS server every 24 hours. Wait at least 24 hours for impact.com to download your file.
   {% endtab %}

{% tab title="Attach file via email" %}

1. From the top navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1183576591b45997efe4dc81a25024640591d02a%2F245137dc972a7a7f6165b59538fcdbac8fd5bd8fee4ba9f20c1a2982c5b58b57.svg?alt=media) **\[User profile] →** **Settings**.
2. In the right column, under *Tracking*, select **Event Types**.
3. Hover over the event type for which you want to submit server-side action tracking data, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-8ec3e877b1397045c61d394485e72ac4d93120ee%2Fc6ddb46c637059f06e86c790a911217a9428f5c47b5efef046f90555e85b03cd.svg?alt=media) **\[More]** on the right, and select **View / Edit**.
4. Next to *Returns Processing*, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-6027673a720a6522269e1861ad0554c4a85baf29%2F9dcf248c757a094c6af27798e61091b8425a0afa1637ae0e5ba3448c5f85b1a1.svg?alt=media) **\[Edit]**.
5. Select **Email file to system SMTP server**, then copy your unique email address.
6. Using any email client, send an email to the unique address with your action data file as an attachment. (Only include **the unique email address for the event type** in the *To:* field. If you need to send this file to others, include them in the *CC:* line.)

   You can leave the subject field and message body blank.
   {% endtab %}
   {% endtabs %}

#### Step 3: Review the file submission

1. From the top navigation bar, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1183576591b45997efe4dc81a25024640591d02a%2F245137dc972a7a7f6165b59538fcdbac8fd5bd8fee4ba9f20c1a2982c5b58b57.svg?alt=media) **\[User profile] →** **Settings**.
2. In the left column, under the *Technical* section, select **File Submissions**.
3. Use the table to review recent file submissions that impact.com has received, including the current processing status.
   * Below, you can view various errors you may encounter when reviewing file submissions and actions you can take to rectify them.

<details>

<summary>Errors when reviewing file submissions</summary>

Some common errors when reviewing file submission may include:

| Issue                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                          | Action to take                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               |
| -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Records column shows 0                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                         | Make sure the file extension is .CSV or .XML.                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                |
| `ActionTrackerId: Invalid Value`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | <p>The <code>ActionTrackerId</code> does not belong to the <code>Event Type</code> submitted.</p><p>1. Navigate to <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-1183576591b45997efe4dc81a25024640591d02a%2F245137dc972a7a7f6165b59538fcdbac8fd5bd8fee4ba9f20c1a2982c5b58b57.svg?alt=media" alt=""> <strong>\[User profile] → Settings → Tracking</strong>.</p><p>2. Select <strong>Event Types</strong> and check for the correct <code>Event Type</code>.</p> |
| <p><code>NO\_REFERRERS\_FOUND</code> or one of the following parameters is required:</p><p>• <code>ClickId</code></p><p>• <code>CustomerId</code></p><p>• <code>CustomProfileId</code></p><p>• <code>CustomClickId</code></p><p>• <code>OrderPromoCode</code></p><p>• <code>MediaPartnerId</code></p><p>• <code>UniqueUrl</code></p><p>• <code>CallerId</code></p><p>• <code>GoogAId</code></p><p>• <code>AndroidId</code></p><p>• <code>AppleIfa</code></p><p>• <code>AppleIfv</code></p><p>• <code>WinId</code></p><p>• <code>PhoneNumber</code></p><p>• <code>Odin1</code></p><p>• <code>DeviceId</code></p><p>• <code>OpenUdId</code></p><p>• <code>Mac</code></p><p>• <code>MacMd5</code> is Required</p> | <p>You have not provided any attribution-related parameters.</p><p>Provide at least one attribution parameter, so that the system can identify which partner to attribute to.</p>                                                                                                                                                                                                                                                                                                                                                                            |
| `OID_Duplicate`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | <p>The <code>OID</code> is already in impact.com system. Please provide a unique event type.</p><p><strong>Note:</strong> If you are attempting to upload unattributed conversions that were already reported to us in the past, use a slightly different OID. E.g. xxxxxx <strong>\_1</strong>.</p>                                                                                                                                                                                                                                                         |
| `CLICK_AFTER_CONVERSION_EVENT`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                 | The clickid submitted occurred after the conversion event. Please make sure the `ClickId` and `EventDate` submitted are correct.                                                                                                                                                                                                                                                                                                                                                                                                                             |
| `NO_VALID_REFERRERS_FOUND ACTIONTERMS_NOT_FOUND`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                               | The contract with the partner active during the `EventDate` does not include this specific event type. Make sure to check your contract with the partner under ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media) **\[Engage] → Contracts → Contracts**.                                                                                        |
| `NO_VALID_REFERRERS _ FOUND CONTRACT_NOT_FOUND`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                | <p>There is no active contract with the partner during the <code>EventDate</code>.</p><p>• Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media" alt=""> <strong>\[Engage] → Contracts → Contracts</strong> to check contract history.</p>                                                                                            |
| `NO_VALID_REFERNO_VALID_REFERRERS_FOUND OUTSIDE_ASSOCIATION_WINDOW`                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                            | <p>The conversion is outside the click referral window stated in the contract terms. The default setting is 30 days.</p><p>• Select <img src="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-230534471fef5f40808e921e41ee44e4a06ded03%2Fe6cb9548999afdc1ed3ce4942e4cb5b45b5cecbd323267aac2a7cd1915fccc09.svg?alt=media" alt=""> <strong>\[Engage] → Contracts → Contracts</strong> to check the referral window for a specific partner.</p>                                |

</details>
