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 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.

• If you need help collecting conversion data with non-pixel tracking, reach out to your CSM or contact support. 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.
• The required parameters for web actions and mobile app actions are different. See Mobile-Specific Parameters for more information on submitting mobile app conversions.

1

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 data.

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.

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
   • Order-Level Actions/Conversion Data Template
   • Chained Actions Conversion Data Template
2. Add your conversion data to the file.

   • See the impact.com Action & Conversion Data Reference 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).

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.

2

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 batch processing or upload file via FTP
Set up automated conversion reporting	​Conversions API, push file via FTP, or pull file via FTP

3

Submit your data file

1. From the top navigation bar, select [User profile] → Settings.
2. In the right column, under Tracking, select Event Types.
3. Select the name of the Event Type for which you want to submit batch modifications.
4. Next to Returns Processing, select [Edit].
5. Select Automate returns processing (advanced).
6. Choose one of the following FTP- or email-related methods to submit your file:

Upload file to system FTP server

We recommend splitting FTP/SFTP files to keep the maximum number of entries per file under 10,000.

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.

Pull file from your own FTP server

We recommend splitting FTP/SFTP files to keep the maximum number of entries per file under 10,000.

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.

Email file to system SMTP server

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):

4

Review your file submission

1. From the top navigation bar, select [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.

Submission troubleshooting reference

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 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.