Managing budget groups in bulk

Use CSV files to upload your budget data

You can create and manage budget groups in bulk, including importing data from CSV files. Here's an overview of the bulk update tools available.

Bulk create

A budget group can include one or more budgets. To create one budget group per campaign (or shared budget), use this option under Budgets > Manage:

Creating a budget group for a single campaign means you can automate the daily budget management to achieve a spend goal specific to that campaign.

Bulk manage spend goals (using a CSV file)

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

A CSV file upload allows you to define the budget for this month and the following two months.

Start by downloading a template that defines the file structure and is prepopulated with the existing data.

If no budget groups are selected before the download, the template will include the data for all existing budget groups.

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

• Account ID: Leave as is

• Budget group ID: Leave as is

• Budget group name: Leave as is

• Performance goal: This will either show the existing setting or remain blank if no goal has been set yet. (This is the case when you haven't defined a spend goal previously.) 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 remain blank if not defined previously. You can update it or leave it 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.

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

Performance goal settings options

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

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: