Importing Metric Values

How to load metric values in bulk

As with all imports, the first step for importing metric values is to export your budget as XLSX, and that will be your template.  You will see all existing metric values 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.  Importing metrics is a bit different from other imports ... you can update existing metric values.  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 metric value import, these columns are mandatory:

• Campaign Name - values are validated against the Campaigns tab.
• Metric Name - values are validated against the hidden Metric Definitions tab.

For metric value import, these columns are optional:

• Funnel Name - this is the funnel name (product) that contains the metric, if applicable.  Values are validated against the hidden Funnels tab.
• Timeframe - there will be a column per month, where the metric value can be specified. When loading values, the system will perform math versus the existing metric value:
  <amount specified in the upload> - <previous existing value> = <delta>.
  The delta will then be the value that gets uploaded, to make the total equal to what you specified in the spreadsheet. If entering a value for a past month, then the delta is added as the last day of the month. If entering a value the current month, then the delta is added with today's date.
  • Let's look at an example.  Let's assume that today is February 21, and my budget started in January.  In January there were previously 65 leads, and there were no leads in February for my campaign.  If I uploaded 100 leads for January and 29 for February, then the system would do the following:
    • Add 35 leads for January 31 (that's 100 - 65 = 35 leads)
    • Add 29 leads for February 21 (that's 29 - 0 = 29 leads)
    • Note that the January and February totals match what I loaded from my spreadsheet, 100 and 29 respectively.
  • It's possible to add a negative number of leads.  Let's take another example.  Let's assume that today is February 21, and my budget started in January.  In January there were previously 65 leads, and there were no leads in February for my campaign.  This time I uploaded 50 leads for January, and 50 so the system would do the following:
    • Add -15 leads (so subtracting 15 leads) for January 31 (that's 65 - 50 = -15 leads)
    • Add 50 leads for February 21 (that's 50 - 0 = 50 leads)
    • Note that the January and February totals match what I loaded from my spreadsheet, 50 and 50 respectively.
• Target Date - this is the target date I want to reach my target metric value, and must be a date in the spreadsheet.
• Target Value - this is the target metric value I want to achieve on my target date.
• Milestones - these are easier to enter through the web application, but can be entered through import.

Once you have saved the XLSX file with one or more metric value rows with "Add" in the first column, you are ready to import.  Select "Metrics" 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 metric values will be loaded, and you'll be notified upon success!