Importing Campaigns

How to load campaigns in bulk

As with all imports, the first step for importing campaigns is to export your budget as XLSX, and that will be your template.  You will see all existing campaigns populated as examples.  

When you import, the only rows imported are those that have the word "Add" in the first column.  All other rows will not be reloaded.  It is also important to note that importing adds new campaigns, and does not update existing campaigns.  Once you put "Add" in the first column, conditional formatting will come alive, indicating potential errors in the row.  Purple background in a cell indicates that a required value is missing.  Purple text in a cell indicates an invalid value.

When considering import, it can be helpful to note that column headers are in different colors to indicate which columns are mandatory (purple), and which are optional (blue). 

For campaign import, these columns are mandatory:

• Campaign Name - must be unique.
• Campaign Type - this must match one of the valid campaign types for your budget.  Values are validated against the hidden Campaign Type tab.
• Status - the campaign status, which is Open or Closed.  
• Owner - this is the email address of the owner of the campaign. Values are validated against the hidden Owners tab.

For campaign import, these columns are optional:

• Budget Segment - if specified, then this must be a valid budget segment, and is validated against the list on the Budget Segments tab.  If not specified, then you may not specify any budget allocation, which will be determined from child campaign and expense group allocations.  Please note that if you have shared cost rules, then this is called "Budget Segment (if no Shared Cost Rule)", placed next to the column "Shared Cost Rule (if no Budget Segment)".
• Parent Goal (if no Campaign) - this is the goal which is the parent of the campaign.  A campaign cannot have two parents.  Values are validated against the Goals tab.
• Parent Campaign (if no Goal) - this is the campaign which is the parent of the campaign.  A campaign cannot have two parents.  Values are validated against the Campaigns tab.
• Start Date - the start date of the campaign (must be a date in the spreadsheet, and less than or equal to the end date if an end date is specified).
• End Date - the end date of the campaign (must be a date in the spreadsheet, and greater than or equal to the start date if a start date is specified).
• Target Audience - a description of the audience for this campaign.
• Campaign Messaging - an overview of messaging for this campaign.
• Timeframe - there will be a column per timeframe, where the allocated amount can be specified if there is a budget segment specified
• Notes
• Tags - tags will be created on import if they do not already exist.  If there are multiple tags, then put each tag in double quotation marks, and then put commas between each tag.  For example: "Product X","Demand gen"
• Campaign ID - this is the unique identifier of the campaign.  If left blank, then a unique ID will be generated during import.  Please note that if you try to import a campaign with a duplicate campaign ID, then the import will be rejected ... so if copying another campaign as an example, be sure to clear the campaign ID.

Once you have saved the XLSX file with one or more campaigns rows with "Add" in the first column, you are ready to import.  Select "Campaigns" from the dropdown list under the Import section of the Import / Export Data page.

Then click Upload, and select your XLSX file from your local machine. 

Finally, click the Import button.

At this point the import will begin.  If there are any errors, they will be listed.  You can address the errors in your XLSX, clear the errors, and try again.  Otherwise your campaigns will be loaded, and you'll be notified upon success!