Importing Campaigns

How to Load Campaigns in Bulk

To import Campaign, you need to start by exporting your budget as an XLSX file, which will be your template. This file will display all current campaigns as examples.

When importing, only the rows that contain y in the first column will be imported, while any other rows will not be reloaded. It's essential to remember that importing will create new campaigns, rather than update existing ones. Once you include y in the first column, conditional formatting will become active and highlight any potential errors in the row. A purple background in a cell will indicate that a required value is missing, while purple text in a cell will indicate an invalid value.

When considering import, it is 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 field must match one of the valid campaign types for your budget. Values will be validated against the hidden Campaigntype tab.
• Status: The campaign status, can be either Open or Closed.
• Owner: This field should contain the email address of the owner of the campaign. Values will be validated against the hidden Owner 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 Segment tab.  If not specified, then you may not specify any budget allocation, which will be determined from child campaign and expense group allocations. 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 Goal tab.
• Parent Campaign (if no Goal): This is the campaign that is the parent of the campaign.  A campaign cannot have two parents. Values are validated against the Campaign 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.

After saving the XLSX file containing one or more campaign rows with y in the first column, you can proceed to import the file.

1. Navigate to the Import / Export Data page, and select Campaignsfrom the dropdown list under the Import section.
   
2. Then click Upload, and select your XLSX file from your local machine.
   
3. Finally, click Import.

If there are any errors during the import process, a list of errors will be displayed. You can address these errors in your XLSX file, clear them, and try importing again. However, if there are no errors, your campaigns will be successfully loaded, and you will receive a notification indicating a successful import.