> For the complete documentation index, see [llms.txt](https://help.impact.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/submit-and-modify-conversion-data/submit-conversion-data/batch-submit-conversion-data.md).

# Batch Submit Conversion Data

You can use batch processing to submit conversion data directly to impact.com if your conversion data isn’t tracked automatically—whether you collect it server-side or rely on cookies. You may also need to [submit conversion data retroactively](/brand/what-would-you-like-to-learn-about/platform-features/submit-and-modify-conversion-data/submit-conversion-data/submit-conversion-data-via-ftp-or-email.md) at times, such as when a customer misses a partner’s promo code. Submitting this data ensures you attribute credit to the right partners, keep your reporting accurate, and optionally modify or reverse actions before they lock.&#x20;

### Before you begin

* 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](/brand/what-would-you-like-to-learn-about/account-administration/account-settings/send-data-to-impactcom/data-connections-overview.md).
* The required parameters for web actions and mobile app actions are different. See [Mobile-Specific Parameters](/brand/what-would-you-like-to-learn-about/platform-features/submit-and-modify-conversion-data/batch-modify-conversion-data/mobile-specific-parameters-for-ftp-or-email-conversion-reporting.md) for more information on submitting mobile app conversions.

{% stepper %}
{% step %}

### Prepare your data file

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](/brand/what-would-you-like-to-learn-about/platform-features/actions-and-payouts/actions/track-your-conversion-funnel-using-chained-actions.md) data.

{% 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 %}

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/reference/item-level-template)
   * [Order-Level Actions/Conversion Data Template](https://integrations.impact.com/impact-brand/reference/order-level-template)
   * [Chained Actions Conversion Data Template](https://integrations.impact.com/impact-brand/reference/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/reference/action-conversion-field-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`).

{% hint style="success" %}
**Note:** For item-level batch files, Order IDs that have multiple associated SKUs must be listed consecutively. Ensure that line-items with the same Order ID and different SKUs are grouped together, or you may get an `OID_DUPLICATE` error for the SKUs listed further down the file.
{% endhint %}
{% endstep %}

{% step %}

### Choose your submission method

You can format and submit your data via FTP/SFTP or email. Use the method that works best for what you want to achieve.

| If you want to...                             | Use this method...                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| --------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Submit a manual, one-time file with no coding | ​[Email](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/submit-and-modify-conversion-data/submit-conversion-data/batch-submit-conversion-data#email-file-to-system-smtp-server) batch processing or [upload file via FTP](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/submit-and-modify-conversion-data/submit-conversion-data/batch-submit-conversion-data#upload-file-to-system-ftp-server)                                                                                            |
| Set up automated conversion reporting         | ​[Conversions](https://integrations.impact.com/impact-brand/reference/submit-a-conversion) API, [push file via FTP](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/submit-and-modify-conversion-data/submit-conversion-data/batch-submit-conversion-data#upload-file-to-system-ftp-server), or [pull file via FTP](https://help.impact.com/brand/what-would-you-like-to-learn-about/platform-features/submit-and-modify-conversion-data/submit-conversion-data/batch-submit-conversion-data#pull-file-from-your-own-ftp-server) |
| {% endstep %}                                 |                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                                     |

{% step %}

### Submit your data file

1. From the top navigation bar, select ![](/files/DjOXWjXmcSgOhqdcnwJv) **\[User profile] → Settings**.
2. In the right column, under *Tracking*, select [**Event Types**](https://app.impact.com/secure/advertiser/tracking-settings/actiontracker/view-actiontracker-flow.ihtml).
3. Select the **name** of the Event Type for which you want to submit batch modifications.
4. Next to *Returns Processing*, select ![](/files/n8XBBtdrMrCOZaZ7tsvI) **\[Edit]**.
5. Select **Automate returns processing (advanced)**.
6. Choose one of the following FTP- or email-related methods to submit your file:

<details>

<summary>Upload file to system FTP server</summary>

{% hint style="info" %}
We recommend splitting FTP/SFTP files to keep the maximum number of entries per file under 10,000.
{% endhint %}

1. Select **Upload file to system FTP server.**
2. Select **Email FTP Username and Password** and **Save**.
3. Once you have received your FTP credentials via email, use an FTP 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.) |
4. Once connected, upload your file to the main directory of the server.
   * If you have not received the FTP credentials email, contact the person who created your impact.com account. Alternatively, [contact support](https://app.impact.com/support/portal.ihtml).

</details>

<details>

<summary>Pull file from your own FTP server</summary>

{% hint style="info" %}
We recommend splitting FTP/SFTP files to keep the maximum number of entries per file under 10,000.
{% endhint %}

1. Select **Pull file from your own FTP server**.
2. Enter the **Server URL**, **Port**, and **Directory** path to the batch modifications file on your FTP server. Enter the **Username** and **Password** that impact.com will use to connect to your FTP server.
3. Select **Save** and continue.
4. Upload your file to the *Directory* you specified above.
   * impact.com attempts to connect and download files from your FTP server every 24 hours, so your file may take up to 24 hours to be processed after upload.

</details>

<details>

<summary>Email file to system SMTP server</summary>

1. Select **Email file to system SMTP server.**
2. A unique email address will be provided for you just below your selected method. Copy this email address.
3. Using any email client, send an email to the unique address with your batch modifications 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:* field.
4. You can leave the subject field and message body blank.
   * See an example of the email address below (yours will be slightly different):

<div data-with-frame="true"><figure><img src="/files/MqVktvEud0wUOZ4diGtJ" alt="" width="446"><figcaption></figcaption></figure></div>

</details>
{% endstep %}

{% step %}

### Review your file submission

1. From the top navigation bar, select ![](/files/2qeX6EqajzdOPiwzfeV5) **\[User profile] →** **Settings**.
2. In the left column, under the *Technical* section, select [**File Submissions**](https://app.impact.com/secure/advertiser/accountSettings/techintegration/ftp-file-submissions-flow.ihtml).
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>Submission troubleshooting reference</summary>

| Issue                                              | Action to take                                                                                                                                                     |
| -------------------------------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| Records column shows 0                             | Make sure the file extension is . CSV or .XML.                                                                                                                     |
| `NO_CHANGE`                                        | There is no change made to the action. Please ensure you enter the final amount into the *Amount* column (e.g., enter 0 if you want to reverse actions).           |
| `ALREADY_LOCKED`                                   | The action locking period has already passed. The action can no longer undergo modifications or reversals.                                                         |
| `ActionTrackerld:ActionTrackerld value is invalid` | This should correspond to the [Event Type ID](/brand/what-would-you-like-to-learn-about/platform-features/event-types/how-do-i-find-my-event-type-ids.md) entered. |
| `ACTION_NOT_FOUND`                                 | The `OID` you provided is incorrect. Please provide a correct `OID`.                                                                                               |
| `ALREADY_REVERSED`                                 | The action has already been reversed.                                                                                                                              |
| `ALREADY_APPROVED`                                 | The action has already been approved.                                                                                                                              |

</details>
{% endstep %}
{% endstepper %}


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