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Bulk importer guidelines for insertion orders

  • Article

Please adhere to these general guidelines:

  • Please do not rename the Insertion Orders sheet within the bulk importer template.
  • When adding billing period details to the following columns per insertion order, leave the cells that are on the same row as the other insertion order details empty:
    • Billing Period Id
    • Billing Period Start Date
    • Billing Period End Date
    • Lifetime Budget
    • Lifetime Budget Imps
    • Daily Budget
    • Daily Budget Imps
  • If adding multiple billing periods for one insertion order, be sure to enter all the details for each billing period, such as start dates and end dates, on a separate row.

Temporary ID information

Column Name Description Potential Values Mandatory Example
IO Temporary Id Specifies the identifier used to link a new line item to a particular IO. This is a placeholder value and will not be the actual identifier of the newly-created object. Alphanumeric value No example123

Basic setup

Column Name Description Potential Values Mandatory Example
Insertion Order Id Specifies the identifier assigned to the insertion order.

Note: If the insertion order identifier isn't provided, a new insertion order will be created.		 Numeric value No 1234
Advertiser Id Specifies the identifier assigned to the insertion order's associated advertiser. Numeric value Yes 1234
Insertion Order Name Specifies the name of the insertion order. Characters (255 Max) Yes my insertion order
External Code Specifies the custom code assigned to the insertion order. - Alphanumeric values
- Periods
- Underscores
- Dashes		 No code1234
Billing Code Specifies an internal billing code that you want to appear on invoices for an insertion order, if you receive insertion order specific invoices. - Alphanumeric values
- Periods
- Underscores
- Dashes		 No code1234
State Specifies the current status of the insertion order. - active
- inactive		 Yes active
Currency Specifies the currency that's associated to the insertion order. See the Currency list to look up the appropriate currency code. 3 character code Yes USD
Viewability Standard Specifies the criteria by which an impression is measured as viewable. - IAB
- Custom		 Yes IAB
Budget Type Specifies the insertion order's budget type. - impression
- revenue		 Yes impression
Billing Period Start Date Specifies the start date of the insertion order's billing period. Date/time

Use the YYYY-MM-DD hh:mm:ss format. Excel will try to auto format the date to MM/DD/YYYY, which is also accepted but will be less accurate. Hours should be based on the UTC time zone.		 Yes 2018-11-09 00:00:00
Billing Period End Date Specifies the end date of the insertion order's billing period.

Note: Do not enter an end date if there is no end date.		 Date/time

Use the YYYY-MM-DD hh:mm:ss format. Excel will try to auto format the date to MM/DD/YYYY, which is also accepted but will be less accurate. Hours should be based on the UTC time zone.		 No 2018-11-10 23:59:59
Billing Period External Code Specifies the custom reporting code for the billing period. - Alphanumeric values
- Periods
- Underscores
- Dashes		 No code1234
Lifetime Budget Specifies the lifetime budget amount.

Note: The value specified in the Currency field determines which currency is applied to the lifetime budget.		 Numeric value

Note: If 0 is entered, then the lifetime budget will be set to "Unlimited".		 Yes, if Lifetime Budget Imps is left null. 1200
Lifetime Budget Imps Specifies the lifetime budget represented by a number of impressions. - Numeric value
- Null (unlimited)		 Yes, if Lifetime Budget is left null. 200
Daily Budget Specifies the daily budget amount.

Note: If both the daily budget and lifetime pacing percent are left empty, then the pacing strategy is set at the line item level.		 Numeric value No 1000
Daily Budget Imps Specifies the daily budget represented by a number of impressions. Numeric value No 10

Internal fields

Column Name Description Potential Values Mandatory Example
Billing Period Id Specifies the identifier assigned to the billing period.

Note: If you're leveraging exported object details, leave the existing billing period identifier. Otherwise, leave this cell empty so that a new billing period can be created.		 Numeric value No 12345
Profile Id Specifies the identifier assigned to the profile.

Note: If you're leveraging exported object details, leave the existing profile identifier. Otherwise, leave this cell empty so that a new profile can be created.		 Numeric value No 13912