# Convert Referrals in Bulk for Advocate

This guide shows how you can manually submit bulk conversions for referrals to an Advocate program.

{% stepper %}
{% step %}

#### Prepare your data

1. Create a file using the *file* *template* provided below.
2. Add your conversion data to the file using the *field reference* below.
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_ConversionData.csv`).

**File template**

```
CampaignId,EventTypeId,CustomerEmail,CustomerId,OrderId,EventDate,Amount
XXXXX,XXXXX,bob@example.com,bob@example.com,12345-6,2026-02-17T18:43:39Z,188.29
XXXXX,XXXXX,friend@example.com,friend@example.com,12345-7,2026-02-17T18:43:39Z,215.53
```

**Field reference**

| `CustomerId`    | The email address of the referred user.                                                                                                                                                                                                                     |
| --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `CustomerEmail` | The email address of the referred user.                                                                                                                                                                                                                     |
| `EventDate`     | The date the order was placed in ISO 8601 format (recommended), or add `NOW` to use the current date.                                                                                                                                                       |
| `OrderId`       | The unique order identifier.                                                                                                                                                                                                                                |
| `Amount`        | The order total.                                                                                                                                                                                                                                            |
| `EventTypeId`   | Your 5-digit event type ID.                                                                                                                                                                                                                                 |
| `CampaignId`    | <p>The 5-digit ID of the program where the event type was originally created.</p><ul><li>If the event type was created in your Performance program use the Performance program ID. The events will still make their way to your Advocate program.</li></ul> |
| {% endstep %}   |                                                                                                                                                                                                                                                             |

{% step %}

#### Submit your data file via email

1. In the top-right, select ![](/files/2qeX6EqajzdOPiwzfeV5) **\[User profile] → Settings**.
2. Under the *Tracking* section, select [**Event Types**](https://app.impact.com/secure/advertiser/tracking-settings/actiontracker/view-actiontracker-flow.ihtml).
3. Hover over the event type, select ![](/files/mQTDSmR70Q3Eybmgev6e) **\[More] → View / Edit**.
4. Select **Returns Processing**.
5. Select ![](/files/euLscWwm8UMCxhYcoHCx) **Automate Returns Processing (advanced).**
6. Then select ![](/files/euLscWwm8UMCxhYcoHCx) **Email file to system SMTP server** and copy your unique email address.
7. Using any email client, send an email to the unique address with your event data file as an attachment.
   * Only include the unique email address 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.

<div data-with-frame="true"><figure><img src="/files/2UqCuWI1oSB1QLFvPCH2" alt=""><figcaption></figcaption></figure></div>
{% endstep %}
{% endstepper %}


---

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```
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```

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