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Home > English > Marin University > Marin On-Demand > Training: Revenue Upload Methods

Training: Revenue Upload Methods

What You'll Learn

In this article, we'll show you how to:
 

  • Understand the three main methods of revenue upload.
     
  • Name your file correctly for the revenue upload to be processed successfully. 
     
  • Choose between either Add or Overwrite when uploading revenue.
     

 

 

 

 

 

Did you know? The Platform supports either a tab-delimited or comma-separated (CSV) revenue files.


What is revenue upload?


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. 
 

RU1.jpg
 

There are three distinct methods for you to upload your revenue files to the Platform:
 

  1. Copying & pasting directly into the Platform's interface.
     
  2. Uploading a tab-delimited file directly to the Platform.
     
  3. Dropping the revenue file onto an FTP server.

A note about Third-Party Revenue

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. 

See it in action


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). 
 


 

Creating and naming your revenue upload file


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. 

Structuring your revenue file

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]

Naming your revenue file

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

Add Revenue

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

Overwrite Revenue

This option overwrites any existing values for the data you've included in this revenue upload file.

bulkrevenueoverwrite_FILENAME.txt

Clear and Overwrite Revenue

 

  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

How to


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:
 

  1. Click the Admin link in the upper-right of the Platform.
     
  2. Navigate to the Revenue sub-tab.
     
  3. In the Related Tasks section in the lower-left, click Upload Revenue.
     

Pasting directly into the Platform

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.
 

  1. Using a tab-delimited text file, or CSV file, as a source, you can copy and paste data into the Platform directly. The first step is to copy your data from your file using either CTRL/CMD & C, or the Copy context menu option (right-click on a Windows PC).
     
  2. Next, click into the Paste revenue information below box and select the Paste option from the context menu.

    RU2.jpg
     
  3. Click Process at the bottom of the screen to submit your revenue data.
     

Uploading a file directly to the platform

To upload your tab-delimited revenue file directly to the Platform, follow these steps:
 

  1. First, prepare your revenue upload file as described above.
     
  2. In the Upload File section of the Revenue Upload page, click the Choose File button. Next, browse your computer to locate your prepared revenue file. Remember that your file must be either a tab-delimited .txt. file or a .csv file. Any other file formats will cause the revenue upload to fail. 

    RU3.jpg
     
  3. Once it's uploaded, click Process at the bottom of the screen to submit your revenue file.
     

Uploading revenue by FTP

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:
 

  • Server: integration.marinsoftware.com
  • UsernameYour Platform username
  • Password: Your Platform password
     

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.

Try it yourself


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. 

Want to know more?


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. 
 

 


 


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