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Managing Campaigns

Home > English > Managing Campaigns > Bulk Actions > How To Articles: Bulk Actions > Adding or Editing Objects via FTP

Adding or Editing Objects via FTP

Introduction

Bulk files, especially those with a large number of rows, can be uploaded via FTP, which can be useful for repetitive tasks such as keyword bid changes or monthly budget setting.

The easiest way to connect to the Platform via FTP is to use an FTP program. There are many of these available to download online. One such example is Filezilla, a free, open-source FTP program available for Windows, Mac and Linux.

For more information on Filezilla and help on using the program, please feel free to read their Wiki article: https://wiki.filezilla-project.org/Using (external link).

How to Connect via FTP

Once you have an FTP program, open it up and enter the following credentials:

Server: ftp.marinsoftware.com
Username: Your Platform username
Password: Your Platform password

Transferring a File

Once you have successfully connected, each client you have access to will be listed as a separate folder represented by their Tracker ID. Files should be transferred to the top level folder (not any of the sub-folders within each client folder) and will begin processing in the Activity Log of the client (normally within 30 seconds).
 

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How to Know Which Folder Relates to Which Client  

To determine the correct folder for each client, you can navigate to the Admin section of the Platform and go to the Clients sub-tab.

Supported File Types

Files can be either tab or comma delimited and saved in either Unicode text (.txt) or .csv format. It's also possible to compress a large single file in .zip format to reduce file transfer time.

Please note that Excel corrupts non-standard / double-byte characters, e.g. ê, Ä, ß, á, Ñ, ®, あ, ル, ض, etc. when saving as CSV or Text (Tab delimited) format. However, saving as a Unicode Text in Excel will preserve all special characters in the bulk upload file.

File Column Layout Requirements

The structure of the files should be the same format as when using the Bulk Tool in the Platform.

The same logic also applies:

  1. Mandatory columns such as Account and Campaign columns are compulsory -- they cannot be removed.
     
  2. If you don't include certain optional columns when creating campaigns or groups, default values will be inserted instead. See Using Blank Rows, Blank Columns and Default Values in Bulk Sheets for more information.

File Name Requirements

Files must begin with one of the prefixes listed below. FILENAME can be replaced with any text to make the file easily identifiable for you.ns_FILENAME.txt

 

Object

Standard

Held

Auto

Campaign

campaign_FILENAME.txt

campaignHeld_FILENAME.txt

campaignAuto_FILENAME.txt

Group

group_FILENAME.txt

groupHeld_FILENAME.txt

groupAuto_FILENAME.txt

Keyword (in existing campaign & group)

keyword_FILENAME.txt

keywordHeld_FILENAME.txt

keywordAuto_FILENAME.txt

Keyword (edit only)

keywordEdit_FILENAME.txt

keywordEditHeld_FILENAME.txt

-

Keyword (in new or existing campaign)*

-

bulkCreateCampaignsHeld_

FILENAME.txt

bulkCreateCampaigns_

FILENAME.txt

Negative Keyword

negative_FILENAME.txt

negativeHeld_FILENAME.txt

-

Creative

creative_FILENAME.txt

creativeHeld_FILENAME.txt

creativeAuto_FILENAME.txt

Placement

placement_FILENAME.txt

placementHeld_FILENAME.txt

-

Google Product Group

shopping_FILENAME.txt

shoppingHeld_FILENAME.txt

shoppingAuto_FILENAME.txt

Microsoft Product Target 

shopping_FILENAME.txt 

shoppingHeld_FILENAME.txt

shoppingAuto_FILENAME.txt

Sitelink 

sitelink_FILENAME.txt

sitelinkHeld_FILENAME.txt

-

Microsoft Sitelink 

sitelinkMicrosoft_FILENAME.txt

sitelinkMicrosoftHeld_FILENAME.txt

-

Folder 

folder_FILENAME.txt

-

-

Action by Dimension

dimensions_FILENAME.txt

dimensionsHeld_FILENAME.txt

dimensionsAuto_

FILENAME.txt

Location Targets

geoLocationTargetCampaigns_

FILENAME.txt

geoLocationTargetCampaignsHeld_

FILENAME.txt

-

Group Level Retargting 

groupRetargetList_

FILENAME.txt

groupRetargetListHeld_

FILNAME.txt

-

* Format should be a standard keyword bulk sheet

Note: For Channel Connect, please note that the directory of where the file should be dropped is essential. For example, each type of Channel Connect files i.e.  Criteo , Gemini etc. will have their own FTP directory folders and the corresponding files need to go into the right folder to be imported correctly.

Note: Your file name should not reference another object level or feature other than what's listed before the underscore ('_'), as the platform will not ignore what comes after the underscore. For example, a file name of "campaignHeld_Auto assign values to dimensions" will result in the platform treating the file as an Actions By Dimensions upload, rather than a campaign upload. 

Notes on 'Post to Publisher' Status

  • Standard files will appear in the Activity Log in To be sent status and will not be sent to the publisher until manually posted or during the nightly sync.
  • Held Activity Log items will not be sent to the publisher until manually posted.
  • Auto files will automatically post any changes to the publisher as soon as they are processed.

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