If you have a large volume of action inquiries to process, you can create a CSV file with your resolutions to submit your resolutions in bulk instead of approving each one manually.
From the left navigation menu, select Transactions → Inquiries.
At the top of the list, ensure the Resolution dropdown is set to New.
Select one of these options:
select
[Download] → Download as CSV.
You can make edits directly to the downloaded file and save them.
Alternatively, download this template and modify it with your own data.
Don't use formulas!
Do not use any type of formula—only enter exact amounts. The platform will not recognize the result of Excel or Google Sheets formulas, so you will likely incur overage fees if you upload a file that contains formulas in your spreadsheet's cells. Simply convert cell values from formulas to the formulas' results to avoid this problem.
Refer to the table below for the required columns that impact.com needs as well as the optional fields:
Column header | Required? | Example | Description |
|---|---|---|---|
Id | Required |
| A unique value assigned to the Action Inquiry—this value is found in the |
Transaction Date | Required if accepting the action inquiry |
| This is the date that the transaction took place, in ISO 8601 format (e.g., |
Resolution Status | Required |
| Indicates if the action inquiry is accepted or declined.
|
Resolution Reason | Required if declining the action inquiry |
| Enter the reason for declining the action inquiry—for most cases, you can put |
Action Tracker | Required |
| Enter the ID of the Event Type associated with this action. If the action inquiry is linked to a specific order and is for an incorrectly tracked action, you can also use the Order ID Lookup report to find which event type the action inquiry is associated with. |
Final Payout | Required |
| Specify the final payout the partner will receive, or leave this blank for impact.com to generate a payout based on your contract with the partner. For declined action inquiries, enter |
Resolution Notes | Optional |
| Field for any additional notes you'd like to add. |
Sale Amount | Optional |
| Allows you to update the original sale amount reported by the Partner. |
Customer Id | Optional |
| Order Customer Id. |
Customer Status | Optional |
| Whether the purchasing user is a |
Promo Code | Optional |
| Order promo code. |
Category | Optional |
| The line item's category. |
SKU | Optional |
| The line item's SKU. |
Name | Optional |
| The line item's name. |
Quantity | Optional |
| The line item's quantity as a number. |
Amount | Optional |
| The line item's subtotal as a number with two decimal places. |
Warning
Your file cannot have any periods in its name (e.g., Action.Inquiry.Resolutions), as it won't be accepted. Use underscores or "CamelCase" instead (e.g., Action_Inquiry_Resolutions or ActionInquiryResolutions).
From the left navigation menu, select Transactions → Inquiries.
In the top-right corner of the main window, select Upload Resolutions.
Use the Choose File… button to select your CSV file.
Select Submit to process your action inquiries in bulk.
You'll receive a confirmation message on the next screen that indicates if the file was uploaded successfully.