Beside the adtracker sync it is also possible to publish data into Billoid through CSV importing.
You are able to upload the following data:
- Invoice or Credit Note line items
- Debtor ID's and Creditor ID's
How to upload invoice or credit note line items
Go to the “Adtracker” tab and click on “CSV item Upload”.
On the left side there is shown an example CSV file layout that is required for a smooth upload. Please modify (if necessary) your CSV file like it is shown in the example.
Below you can find the “Available fields” with the mandatory ones and some optional columns.
After preparing your CSV file you can upload it on the right side of the page. You are able to choose from two different identifiers:
- Adv ID / Aff ID
The importer will upload the items matched by the respective advertiser or affiliate ID's which the customers and suppliers receive from the adtracking platform.
Please note: If you have created a customer or supplier on Billoid manually, you are NOT able to use this identifier because the external values Advertiser or Affiliate ID will be empty. - Debitor / Creditor ID
These values can be entered manually in the customer profiles. Additionally they can be batch uploaded in the core data importer (see below).
You will automatically find the lines of your CSV file in the “Generate Invoices” section.
Formatting
| advertiser_or_affiliate | possible values: "advertiser" or "affiliate" |
| user_id | the numeric advertiser id or affiliate id |
| currency | currency code, 3 capital characters (e.g. "EUR", "USD") |
| net_value | net value (floating point) |
| item_text | item text |
| quantity | (OPTIONAL) no. of conversions/clicks/impressions (defaults to 1) |
| xpa_range | (OPTIONAL) CPA/RPA range (defaults to 1), format: freetext |
| time_range_from | (OPTIONAL) start time range, format: yyyy-mm-dd |
| time_range_to | (OPTIONAL) end time range, format: yyyy-mm-dd |
| vat_percentage | (OPTIONAL) VAT percentage, value between 0 and 1, e.g. 0.19 for 19% VAT (defaults to 0.0) |
| item_quantity | (OPTIONAL) this is NOT no. of conversions/clicks/impressions; item total will be multiplied by this value (defaults to 1) |
How to upload Creditor and Debtor IDs
To upload creditor or debtor data in the system please navigate to the Adtracker tab and click CSV Core Data Update. Here you can upload a CSV file to import advertiser data or affiliate data. Please make sure that the CSV files are prepared like it is shown in the samples.
