CSV Conversion Upload

Uploading Multiple Point Conversions (Orders)

Use the following columns in order to upload or update conversions where one transaction can have multiple conversions. This is used to upload or update orders where either transaction id or a combination of offer_id and order_number is required.

Column Names Descriptions Notes Required
captured_at Date when order is captured/recorded  If this column is missing:
  • converted_at value will be used if present. Otherwise, current date will be used when creating new order.
  • Order's captured date will not be updated for any existing order.
Accepted date format: YYYY-MM-DD and MM/DD/YYYY.
Optional
converted_at Date when order converts If this column is missing:
  • current date will be used when creating new order.
  • Order's conversion date will not be updated for any existing order.
Converted order can be Approved or Rejected depending on the value on the approval column.
Optional
id Transaction ID of the click that generates the order This column takes precedence over the offer_id in querying for any existing order.
The system will use both this transaction_id and order_number to query any existing order.
Required, if offer_id is missing
Optional, if offer_id is present
offer_id Offer ID that the order belongs to If transaction_id column is missing, this column with order_number will be used to query any existing order. Required, if transaction_id is missing
Optional, if transaction_id is present
order_number Order ID unique to a transaction or an offer This value along with either transaction_id or offer_id will be used to query any existing order. Required
step_name Conversion point name for this order This value is used to determine the payout/commission rate or share in calculating affiliate's commission. Required
approval Approval status of this order Possible value: Approved, Pending, or Rejected Required
true_pay Conversion payout - in advertiser's currency When present, this value is used to calculate the affiliate's commission.
It takes precedence over the payout calculated from the order_total.
This value is subject to currency conversion to local currency.
No need to include the currency symbol.
Required, if order_total is missing
Optional, if order_total is present
affiliate_pay Conversion commission - in advertiser's currency This is the affiliate's commission.
This value is subject to currency conversion to local currency.
This value will take precedence over any value set in the system.
No need to include the currency symbol.
Optional
order_total Order total amount - in advertiser's currency     This is the order's total price used to calculate the true_pay (payout) for any CPS conversion point.
This value is subject to currency conversion to local currency.
This is not the payout.
No need to include the currency symbol.
Required, if true_pay is missing
Optional, if true_pay is present
true_share Payout share This value is used when calculating payout from the order_total column.
It takes precedence over any value set in the system.
No need to include the percentage symbol.
It is only applicable when the conversion is a CPS conversion point.
Example: For payout share of 45%, please put 45.
Optional
affiliate_share Commission share This value is used when calculating commission from the order_total column.
It takes precedence over any value set in the system.
No need to include the percentage symbol.
It is only applicable when the conversion is a CPS conversion point.
Example: For commission share of 30%, please put 30.
Optional
affiliate_id Affiliate ID that has this conversion If this column is missing, any new order will have a default affiliate_id.
The default Affiliate ID can be defined on the system's settings under AFFILIATE ID FOR MISSING CREDIT.
If default Affiliate ID is not defined, then the first Affiliate ID on the list will be used.
Optional

Frequently Used CSV Uploads:

Uploading Single Point Conversions (Leads)

Use the following columns in order to upload or update conversions where one transaction can only have one conversion.

Column Names Descriptions Notes Required
id Transaction ID   Required
approval Conversion approval status Possible value: Approved, Pending, or Rejected Required
captured_at Date when conversion is captured/recorded      If missing, converted_at value will be used.
If converted_at is also missing, current date will be used.
Optional
converted_at Date when conversion converts     If missing, current date will be used.
This value is only applicable when approval is set to Approved or Rejected.
Optional
true_pay Payout - in advertiser's currency This value takes precedence over the value set in the system.
This value is subject to currency conversion to local currency.
No need to include the currency symbol.
Optional
affiliate_pay Commission - in advertiser's currency This value takes precedence over the value set in the system.
This value is subject to currency conversion to local currency.
No need to include the currency symbol.
Optional
affiliate_id Affiliate ID that owns the conversion   Optional

Frequently Used CSV Uploads: