With Advanced Download, you can use an .xlsx file to make changes in bulk to a campaign. First, you'll export and download the campaign's data as an .xlsx file, then make any desired changes, and finally upload the edited spreadsheet back into Fluency. Any changes made in the .xlsx file are automatically updated in the platform.
How to use Advanced Download
Step #1: Download an XLSX file
Step #1: Download an XLSX file
Go to Manage in the top menu.
Check the box(es) next to the account(s) you want to export. Note: Selecting more than six accounts will result in fewer export options.
Under Available Types, toggle on or off the elements you want to include in the .xlsx file (e.g., accounts, budgets, creatives, etc.), including performance metrics (the last toggle in the list).
Scroll to the bottom of the Advanced Download dropdown and click Export to download an .xlsx file.
Step #2 Edit the XLSX file
Step #2 Edit the XLSX file
Open the .xlsx file containing your campaign data.
Edit the desired advertising account elements, including accounts, groups (think of these as optional budget categoriesāanother level of organization that lives above budgets), budgets, campaigns, ad groups, and extensions (all Fluency-supported types). A separate tab exists for each element in the spreadsheet. Note: Content in the columns with purple headers is editable. Do not change the content in the columns with green headers.
(Optional) Create new elements (e.g., keywords, creatives, etc.) by adding new rows to the spreadsheet. Here's how:
Start a new row in the spreadsheet.
In the Primary Key field, input new. Note: When you upload the spreadsheet into the platform, a primary key number will automatically be assigned.
Copy and paste the fields in the green header columns into the new row. These must be the same.
Input your desired values in the purple header columns.
Save your updated .xlsx file. Note: Make sure it is still in the same file format as when you downloaded it (.xlsx).
Note: Auto-scaling of approved monthly budgets is deactivated
Previously, if you changed the approved monthly budget in the Accounts tab on the .xlsx file, Fluency would scale that budget across existing active budgets based on their weight. Auto-scaling is now turned off in Advanced Download.
Step #3: Upload the XLSX file
Step #3: Upload the XLSX file
Return to Manage in the top menu.
Click Upload (located in the upper right corner of the window).
Click Browse to locate the .xlsx file on your device, and select Open.
Review the detected updates. Select individual changes or click Select All to apply all updates.
Click Apply Updates to sync the new changes.
