You can use our .csv template files below to help guide you in preparing a file with your modifications and reversals.
The template file you need depends on whether you're tracking at the order level or item level, as each requires different fields. If you're unsure about which file to use, ask your CSM or (contact support).
Note: impact.com allows a maximum of 1000 modifications per action. If you need to make further modifications thereafter, contact support.
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Download the batch .csv template file relevant to your use case:
Open the template file with a spreadsheet app (such as Microsoft Excel) or a text editor (such as Notepad or TextEdit).
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In the second row (i.e., the first row under the headers), start adding your action data.
If you are using a spreadsheet app, add each data point in a separate cell.
If you are using a text editor, use commas to separate each data point from the others.
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Save the file with an identifiable name, such as:
Batch_Mods_Reversals_2020_02_12.csv
impact.com also supports .xml files for batch modifications & reversals. See the File examples section below to see an example of .xml files formatted for batch modifications & reversals.
Refer to Batch Modifications and Reversals File Parameters and Reason Codes to see which fields can be used in an FTP/SMTP batch modification or reversal.
From the left navigation bar, select
[Menu] → Settings.On the right, under Tracking, select Event Types.
Select the name of the Event Type for which you want to submit batch modifications.
Next to Returns Processing, select
[Edit].-
Select Automate returns processing (advanced) and opt for your preferred upload method. Follow the steps below for each relevant method:
Select Pull file from your own FTP server.
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.
Select Save and continue.
Upload your batch modifications file to the directory you specified above (point 6). impact.com attempts to connect and download files from your FTP server every 24 hours. Wait at least 24 hours for impact.com to download your file.
Select Email file to system SMTP server, then copy your unique email address.
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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: line.)
You can leave the subject field and message body blank.
After a successful upload, go to the Review the file submission section below.
For this method, you'll need to have a connection set up. Learn how to set up a connection.
Once you have a connection set up you can submit your data file by:
From the left navigation bar, select
[Menu] → Settings.On the right, under Tracking, select Event Types.
Select the name of the Event Type for which you want to submit batch modifications.
Next to Returns Processing, select
[Edit].Select Automate returns processing (advanced) → Batch upload.
Select your connection.
Select Save.
Once you've sent your batch .csv or .xml file to impact.com, you can check its current status and if it was processed.
From the left navigation bar, select
[Menu] → Settings.In the left column, scroll to the Technical section and select File Submissions.
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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.
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.
NO_CHANGEThere 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.).
BAD_DISPOSITIONThe reason code is not valid. Please follow the standard reason codes.
Alternatively, if you have custom disposition codes set up,proceed with the following:
Navigate to
[Menu] → Settings → Event Types.Select
[More] and then select Disposition Codes.
ALREADY_LOCKEDThe action has already been locked. No further changes can be made.
ActionTrackerld:ActionTrackerld value is invalidThis should correspond to the Event Type ID entered.
Navigate to
[Menu]→ Settings.Select Event Type and make sure to enter the correct Event Type ID.
ACTION_NOT_FOUNDThe
OIDis incorrect. Please provide a correctOID.ALREADY_REVERSEDThe action has already been reversed.
ALREADY_APPROVEDThe action has already been approved.
Expand the examples below to see what the body of both a batch .csv and an .xml file would look like.
Reversing items requires two additional values (SKU and Quantity) compared to an order reversal.
ActionTrackerID,Oid,Amount,Sku,Quantity,Reason 10307,O7427540,0,SKU123,0,ITEM_RETURNED 10307,O7427540,15,SKU456,1,ORDER_ERROR 10307,O8306075,0,SKU7890,0,ITEM_RETURNED
See above that an Order ID is listed twice—this is because there are two different SKUs in the order (line 1 and line 2 respectively), one is being reversed and one is being modified. Notice the difference - one is being zeroed out (line 1) and the other is being changed to a new final value (line 2).
Recommended
You always need the correct SKU and OID when doing item-level modifications and reversals.
You can't modify an SKU (i.e., change an SKU) for item-level actions.
You can modify the quantity for item-level actions.
<?xml version="1.0" encoding="UTF-8"?> <ActionReturnRequests xmlns="http://ws.impact.com/ws/definitions"> <ActionReturnRequest> <ActionTrackerId>16027</ActionTrackerId> <Oid>O7427540</Oid> <Amount>0.00</Amount> <Reason>ITEM_RETURNED</Reason> </ActionReturnRequest> <ActionReturnRequest> <ActionTrackerId>16027</ActionTrackerId> <Oid>O8306075</Oid> <Amount>30</Amount> <Reason>CONS_ERROR</Reason> </ActionReturnRequest> </ActionReturnRequests>
Reversing items requires two additional values (SKU and Quantity) compared to an order reversal.
<?xml version="1.0" encoding="UTF-8"?> <ItemActionReturnRequests xmlns="http://ws.impact.com/ws/definitions"> <ItemActionReturnRequest> <ActionTrackerId>10307</ActionTrackerId> <Oid>O7427540</Oid> <Items> <Item> <Amount>0.00</Amount> <Sku>SKU123</Sku> <Quantity>0</Quantity> <Reason>ITEM_RETURNED</Reason> </Item> <Item> <Amount>15.00</Amount> <Sku>SKU456</Sku> <Quantity>1</Quantity> <Reason>ORDER_ERROR</Reason> </Item> </Items> </ItemActionReturnRequest> <ItemActionReturnRequest> <ActionTrackerId>10307</ActionTrackerId> <Oid>O8306075</Oid> <Items> <Item> <Amount>0.00</Amount> <Sku>SKU789</Sku> <Quantity>0</Quantity> <Reason>ITEM_RETURNED</Reason> </Item> </Items> </ItemActionReturnRequest> </ItemActionReturnRequests>