How To Set Up a Manual Upload Action
Overview
Actions can pull from a variety of sources, one of them being a manually uploaded file. This type of upload is great for one-time action runs, external data that is not pulled into Alli Data already (like emailed partner files), or for testing format and column values. This how-to will walk you through how to set up an action with manual upload
as your datasource type
Instructions
Creating A New Action
Before setting up an action, if you have not already, you need to authenticate your partner account/platform within your client settings page.
View instructions on how to do so here: How Manage Partner Platform Authentication in Actions
Navigate to Actions and click on the blue Create Action button.
Search for your intended Action by Action Type.
In this example, we will Update Ad Names on Facebook. Select the action type by clicking the Select button
Name your Action and navigate to the correct ad account under Select Authenticated Account.
Choose the Manual Upload for a manual, one-off action.
Scroll down to see which Data Source Columns are required for the upload.
Select Choose File to upload the intended file from your computer.
Select Preview to ensure the right file was selected. If correct, press the blue Run Now button.
Your action will run and the Audit page will show either a successful run or any errors that need to be amended.
One Time Upload - Existing Actions
This can be useful if you don’t want to change the datasource of your action, but need to upload a few items. Like if your datasource is an Alli Data report, but you have a few extra items you’d like to automate
Navigate to Actions
For the action you would like to run, on the far right of the row under the three dots, select Audit.
At the top left, click the dropdown arrow next to
Run Now
and selectUpload & Run
In the modal that pops up, you can drag & drop your csv file or click
Select files
and select your files from your file finderClick
Upload & Run
and you are done! Note: This will not change your datasource or affect your existing schedule. To make a permanent change to manually uploaded files, update the datasource type in theSet Datasource
step
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