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Create an XLS file with following fields for an import order template:
Template fields
The fields on the template are:
| Field | Required? | Notes |
|---|---|---|
| Order ID | Y | Order Management System (OMS) ID, or a sequential number. |
| Order Name | Y | The order name should follow your standard naming structure. |
| Advertiser | Y | Advertiser names should match those entered into your ad server. |
| Industry | N | |
| Salesperson | N | |
| Agency | N | |
| Order Line ID | Y | |
| Order Line Name | Y | |
| External Target ID | Y | |
| Target Expression | Y | Complete targeting expression. Example: ad size in ('728x90') and area in ('Hotel') and site in ('Great Bookings'). |
| Start Date | Y | Order start date -- mm/dd/yy (11/27/13). |
| End Date | Y | Order end date -- mm/dd/yy (11/27/13). |
| Pricing Type | Y | How is the deal priced. Example: flat rate, by volume, or performance -- CPD; CPA; CPC; CPM. |
| Contract Type | Y | What type of deal is this -- Bulk; House; Sponsorship; Time-Based Bulk; Weight-Based Bulk; Advertising Exchange; Unknown; Standard; PSA; Text Link. |
| Impressions | Y | How many impressions are included in this proposal? -- standard numerical entry, without any formatting (100001). |
| Sold | Y | Contracted CPM value -- standard currency input with two decimal places (10.01). |
Notes on using template
- The External Target ID or Target Expression should be filled out. The ID is used to lookup targeting: If both fields are completed, the targeting expression is used.
- Only order lines that have all of the required details completed are imported, all others will be excluded. (This also applies to invalid targeting expressions.)
- All orders created via Evaluate Orders (Deal Planner) will appear in the Orders table with a Proposed status.
- If two users edit the same proposal simultaneously, the most recent changes are used.
- Proposals created in Yield Analytics are kept in the database for seven days, unless they are replaced with a matching order during nightly processing.
- The amount of time that proposals stay in the system can be configured. For details, see your Client Services Manager.
- The column headers in the template are there for ease of completion, but they aren't required for the import process to work.