In this article, we'll show you how to:
The Platform offers an in-depth revenue upload feature which allows you to attribute conversion events to specific objects, like keywords, for specific dates. You can either add to existing revenue data or overwrite it completely.
Revenue upload is the most accurate means of recording revenue because it eliminates any discrepancies between your internal systems and the Platform. It's also a great way to track offline conversions, such as calls to 800 numbers.
There are three distinct methods for you to upload your revenue files to the Platform:
The Platform is compatible with a number of different revenue integrations, including Atlas, Double Click (DART for Advertisers), Omniture, and Google Analytics. Please speak with your Platform representative to learn more about how each of these interacts with our revenue upload feature.
Join a member of the Marin Software team as we outline the various revenue upload methods available in the Marin Platform.
Click the play button to get started. (Length: 3:44).
In order to add your revenue data to the Platform, you'll need to upload a revenue file. These are similar in nature to the bulksheets you might use with the Platform's bulk upload feature. Below we'll explain how to structure and name your revenue upload file so that it'll be processed correctly by the Platform.
The following example represents the columns that comprise a revenue upload file. In order for the Platform to process your revenue file correctly, it must include the header row containing the applicable column headers. For a full list of possible headers, please see the Revenue Upload page as explained in the How To section below.
Note: Column headers in [brackets] are optional.
Date [Keyword_ID] [Creative_ID] [Revenue] [Conversions] [Currency]
The Platform will perform different operations depending on how you name the revenue upload file. Below we'll explain the three different options: Add, Overwrite, and Clear and Overwrite.
This option adds the revenue and conversion values to the existing data for that date.
To use this method, your file name should follow this structure:
bulkrevenueadd_FILENAME.txt
This option overwrites any existing values for the data you've included in this revenue upload file.
bulkrevenueoverwrite_FILENAME.txt
Important Note
This option will clear all existing revenue and conversion data for the specified date and replace it with the new values in your revenue upload file.
To use this method, your file name should follow this structure:
bulkrevenueclearandoverwrite_FILENAME.txt
Note: In the above examples, the file name can be anything you'd like, but note that it must come after the first _ character, like this: bulkrevenueadd_marin_data_011508.txt
Once your revenue file is named correctly and ready for upload, use one of the following three methods to upload it to the Platform. Once you've uploaded your revenue data, you can check on its progress anytime from the Activity Log.
In order to begin uploading revenue, first navigate to the Revenue Upload page by following these steps:
To paste your new revenue data into the Platform, follow the steps below. Note: We recommend that you do not use the copy/paste method if you have more than 1000 rows.
To upload your tab-delimited revenue file directly to the Platform, follow these steps:
You can also deliver your revenue upload file directly to the Platform by using FTP. If you're planning to use the FTP option, we recommend that you initially test your upload manually with a file. Once you're comfortable that the revenue is uploading correctly, you're all set to go ahead with an FTP upload.
The Platform's FTP server can be used to perform periodic drops of your revenue files. You can use the same revenue files and naming structure as discussed above, and the credentials to use the FTP server are as follows:
Once you have successfully connected to the FTP server, each client you have access to will be listed as a separate folder represented by their Tracker ID. Your revenue files should be transferred to the top-level folder for the relevant client, and will begin processing in the Activity Log of the client immediately.
As we've learned above, the actual process of uploading revenue to the Platform is carried out via the creation of a bulk sheet.
If you'd like to practice bulk uploading to the Platform in an entirely non-live environment, please see the Try It Yourself section of our Training: Bulk Uploading To The Platform article.
This article is a great primer on all available revenue upload methods, but there's plenty more to learn. Below we've linked a few related articles, so simply click one of the links below to find out more about that topic.
