Upload bulk edits

Use sFTP to upload bulk edits and conversions

To create or edit large numbers of items in DoubleClick Search, such as campaigns, keywords, and labels, add the new or updated items to a specially formatted spreadsheet (called a bulksheet) and upload the bulksheet to DoubleClick Search (DS). You can also use bulksheets to upload offline conversions or edit existing conversions for search engine accounts.

If you upload bulksheets frequently, you may want to use your own software to upload bulksheets to a secure FTP endpoint instead of manually uploading through the DS UI.

What's a secure FTP endpoint?

FTP (File Transfer Protocol) is a standard way of uploading files into a computer system. Secure FTP encrypts data as it's transferred over the internet. This ensures privacy and integrity of your data. Secure FTP is usually abbreviated as sFTP.

To further ensure the privacy of your data, you'll upload bulksheets to your own DS endpoint that's protected by a username and password. The endpoint provides a unique internet address and a separate storage area that DS uses to process the files. Only users with access to the username and password can upload files to your endpoint.

sFTP endpoints are created and managed at the advertiser level, so if you work with multiple advertisers in DS, you'll need to create at least one endpoint for each advertiser.

Why use sFTP instead of the DS UI?

If you've created automated processes to generate bulksheets on a regular basis, your software engineers or system administrators may want to fully automate the process by sending the bulksheets to DS immediately after they are created.

You can also download third-party software that can upload files using sFTP. Some of these programs may be able to schedule uploads to occur on a regular basis.

Notes about using sFTP to upload bulksheets

Supported file size and formats

The supported file size and formats are the same for bulksheets that you upload through sFTP or manually through the DS UI.

The sFTP endpoint is scoped to an advertiser

You can use the sFTP endpoint for bulk edits in any engine account within an advertiser, or to attribute conversions to any campaign within an advertiser.

For bulk edits, each row in the bulksheet needs to specify an engine account by providing information in either of the following columns:

  • Account ID: Specifies the ID DS generated for the engine account.
  • Account name: Specifies the name you assigned to the engine account. If you've used the same name for more than one account, use the Account ID column instead. The account ID is guaranteed to be unique.

It isn't possible to use the sFTP endpoint to upload changes in multiple advertisers. Instead, you need to create an sFTP endpoint for each advertiser.

Port number for the sFTP endpoint

DS uses port 19321 to receive sFTP connections. This port number can't be changed.

How soon does processing start?

DS starts processing bulksheets as soon as possible after the sFTP upload completes. You may see a slight delay if multiple bulksheets were uploaded to DS at roughly the same time (for example, if different users upload bulksheets at the same time).

If you require bulksheets to be fully processed in a specific order, make sure processing of the first file is complete before uploading the next one. DS attempts to start processing in the order in which bulksheets are uploaded—either through the UI or an sFTP endpoint—but processing order isn't guaranteed. In addition, DS may finish processing a smaller bulksheet before a larger one, even if it started on the larger bulksheet first.

If you or other users upload more than one bulksheet with the same name:

  • If DS starts processing a bulksheet before you upload the second one with the same name, the second bulksheet is treated as a separate file (even though it has the same name as the first file).
  • If you upload a bulksheet through sFTP and then immediately use sFTP to upload a second bulksheet with the same name before DS has a chance to start processing the first bulksheet, DS ignores the first bulksheet and only processes the second one.

Note that DS doesn't email confirmation or status information about bulksheets that you upload through sFTP. Instead, you can use the DS UI to view upload status and history as well as download any error sheets, which list errors for items that DS couldn't process.

Ready to get started?

  1. Create an sFTP endpoint for uploading bulk edits and conversions.
  2. Use your own software to upload to the sFTP endpoint.
  3. View upload status and history.
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