Bulk updates

Use CSV files to upload your budget data

Bulk upload spend goals (using a CSV file)

Account spend goals

An account-level spend goal (for this or future months) can be defined for an individual account or in bulk. To define spend goals for multiple accounts, simply upload a CSV file with your data.

Start on the Budget view and download a prepopulated template with your data.

If you don't select any accounts before the download, the template will include data for all existing accounts.

You can then edit and upload the template to apply your changes. The CSV file headers are:

  • Account ID: Leave as is

  • Account name: Leave as is

  • Performance goal: This will either show the existing setting, or be blank if no goal has been previously set . If left blank, the new performance goal will default to Maximize conversions. Please see below for the possible performance goal options.

  • Spend goal this month: This will either show the current spend goal (for this month) or be blank if not defined previously. You can update it or leave it as is to keep the existing setting.

  • Spend goal next month: Same as above, for next month's spend goal. Once applied, you can see this value in the Future spend column within the Adalysis interface.

  • Spend goal month after next month: Same as above for the month after next.

Performance goal options
  • Maximize conv. (conv.)

  • Maximize conv. (all conv.)

  • Maximize impr.

  • Maximize clicks

  • Maximize revenue (conv. value)

  • Maximize revenue (all conv. value)

  • Maximize ROAS (conv. value)

  • Maximize ROAS (all conv. value)

  • Minimize CPA (conv.)

  • Minimize CPA (all conv.)

  • Proportional

You can use the same process to update spend goals at the budget group level. For details of the CSV file format, please see below.

A CSV file upload allows you to define the budget for this month and the following two months. Alternatively, you can specify the spend goals of up to 12 months within each account individually.

Budget group spend goals

A budget group spend goal can be defined for this month as well as future months. You can make changes to individual budget groups from the Adalysis interface or bulk upload spend goals from a CSV file.

From within your Adalysis account, go to the Budget > Manage screen and download a prepopulated template with the existing budget group data.

If you don't select any budget groups before the download, the template will include all existing budget groups.

The template can also be downloaded for budget groups within multiple accounts (see above).

You can then edit and upload the template to apply your changes. The CSV file headers are:

  • Account ID: Leave as is

  • Account name: Leave as is

  • Budget group ID: Leave as is

  • Budget group name: Leave as is

  • Performance goal: This will show the existing setting or appear blank if no goal has been set yet. If left blank, the new performance goal will default to Maximize conversions. Please see above Performance goal settings options for the possible options.

  • Spend goal this month: This will show the current spend goal (for this month) or appear blank if not defined previously. You can update it or leave it as is to keep the existing setting.

  • Spend goal next month: Same as above, for next month's spend goal. Once applied, you can see this value in the Future spend column within the Adalysis interface.

  • Spend goal month after next month: Same as above for the month after next.

Once you've populated and uploaded the CSV file, a summary of the changes will appear for confirmation before the detected changes are applied.

Other budget group bulk updates

Bulk create

A budget group can include one or more budgets to allow you to manage them as one unit. To create one budget group per campaign (or shared budget), use this option under Budgets > Manage screen:

Automated budget management

The management feature for budget groups adjusts the daily budget automatically every morning to better align the spend with your goal. It will review the spend up until the day before and then adjust the daily budget of all the campaigns in a budget group. This ensures the spend comes as close as possible to the goal (but never exceeds it).

Rollover settings

The rollover settings allow you to choose how an underspend or overspend is carried over to the next month. You can update the settings in bulk:

The menu options correspond to these settings:

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