# Convert Referrals in Bulk for Advocate

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

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### 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> |
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{% step %}

### Submit your data file via email

1. In the top-right, select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2F6uL2SXq1WUq4kyAL56iu%2FUser%20profile.svg?alt=media\&token=3c1af0f8-a682-4c2c-a74c-8a55edd9aa22) **\[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 ![](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] → View / Edit**.
4. Select **Returns Processing**.
5. Select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **Automate Returns Processing (advanced).**
6. Then select ![](https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Fgit-blob-590bdf4e1ffbcc1fe86ad456bebab6a28c64af1f%2Ffd6e4291628446bb1fe27a831f7874b256a28cc84833d72cce2e73b94641edb7.svg?alt=media) **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="https://4048883401-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FwMLlMoFBtKJa8ptd3zaw%2Fuploads%2Ffw4HePESd5EHVAP8pytj%2FScreenshot%202026-02-25%20at%2011.21.43%E2%80%AFAM.png?alt=media&#x26;token=4730bd36-0af8-44e9-b092-5e7a78b192d5" alt=""><figcaption></figcaption></figure></div>
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