# Advertiser Agency Import

## Import Names

User can import any number of companies or individuals in the same sheet into the advertising system to be used like any other advertiser or agency created from within the application.

To do so, navigate to the advertising module menu **Setup -> Admin -> Advertiser/ Agency Import**.

![](https://4211026745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbpQetEHnD9yA7QkbIXqU%2Fuploads%2Fgit-blob-e2dc926160638868cd904bcb49af466eb007930d%2F1%20\(42\).png?alt=media)

Duplicate Option field allows you to choose one of the following:

* Allow for Duplicate Name and Address: If you choose this option, the system allows you to import a client name and address which already exists resulting in double the account name and address in the system.
* Do Not Allow for Duplicate Name and Address: If you choose this option, the system prevents you from importing accounts which have the same name and address in the system. The import will not take place.
* Dedupe Name and Address and Append Legacy ID: If you choose this option, the system checks first for duplicates and imports if the following conditions are not satisfied:
  * Name: First 6 characters of the account name in the application match the name in the import sheet; and
  * Address: First 5 characters of line 1 of the account address in the application match the name in the import sheet; and
  * Zip Code: First 5 characters of the account zip code in the application match the ones in the import sheet.

If these conditions are not met, the system checks for the following conditions to verify if the sheet account is a duplicate of an account:

* Address: First 5 characters of line 1 in the address on the account in the application; and
* Zip Code: First 5 characters of account in the application; and
* Phone Number: The full phone number of the account in the application.

If none of the above sets of conditions are met, then the import will be successful, and the legacy ID is added to the account when imported. The system would append all the deduped records legacy ID, so they could be used for order imports later. It will also add the company name to the Alias field on the advertiser record created so that the user can see them in search screens.

Choose the option which suits your needs.

### Import Names Template <a href="#toc120798685" id="toc120798685"></a>

Click the button “Download Template”.

This will open the excel spreadsheet for you to fill out. The fields are as follows:

<table data-header-hidden data-full-width="true"><thead><tr><th></th><th width="155"></th><th width="279"></th><th></th></tr></thead><tbody><tr><td><strong>Field Name</strong></td><td><strong>Sample</strong></td><td><strong>Source</strong></td><td><strong>Optional/ Mandatory</strong></td></tr><tr><td><strong>Type</strong></td><td>C</td><td>Must be C (for company) or I (for individual)</td><td>Mandatory</td></tr><tr><td><strong>Legacy Company ID</strong></td><td>SH6543</td><td>Free form alphanumeric for the legacy ID of this company</td><td>Mandatory (if Type is C)</td></tr><tr><td><strong>Legacy Individual ID</strong></td><td>SH6543</td><td>Free form alphanumeric for the legacy ID of this individual</td><td>Mandatory (if Type is I)</td></tr><tr><td><strong>Name</strong></td><td>SH Advertiser</td><td>Free form alphanumeric</td><td>Mandatory</td></tr><tr><td>Address 1</td><td>87 Advertiser road</td><td>Free form alphanumeric. Note that the system will accept only one address per advertiser/ agency. Multiple addresses can only be added after the import from the Account Maintenance screen.</td><td>Optional</td></tr><tr><td>Address 2</td><td>Suite 300</td><td>Free form alphanumeric</td><td>Optional</td></tr><tr><td>Address 3</td><td>3rd floor</td><td>Free form alphanumeric</td><td>Optional</td></tr><tr><td>City</td><td>New York</td><td>Free form alphanumeric</td><td>Optional</td></tr><tr><td>State / Region</td><td>NY</td><td>Free form alphanumeric</td><td>Optional</td></tr><tr><td>Postal Code</td><td>10002</td><td>Free form alphanumeric</td><td>Optional</td></tr><tr><td>Country ID</td><td>US</td><td>Must match the country setup in the system</td><td>Optional</td></tr><tr><td>Is Agency</td><td>N</td><td>Y for yes or N for No</td><td>Optional</td></tr><tr><td>Is Billing Contact</td><td>Y</td><td>Y for yes or N for No</td><td>Optional</td></tr><tr><td>Telephone</td><td>2024359999</td><td><p>Free form alphanumeric in the form of:</p><p>(xxx)xxx-xxxx or</p><p>xxx-xxxxxxx or</p><p>xxxxxxxxxx</p></td><td>Optional</td></tr><tr><td>Fax</td><td>2028988888</td><td><p>Free form alphanumeric in the form of:</p><p>(xxx)xxx-xxxx or</p><p>xxx-xxxxxxx or</p><p>xxxxxxxxxx</p></td><td>Optional</td></tr><tr><td>Mobile</td><td>2128786655</td><td><p>Free form alphanumeric in the form of:</p><p>(xxx)xxx-xxxx or</p><p>xxx-xxxxxxx or</p><p>xxxxxxxxxx</p></td><td>Optional</td></tr><tr><td><strong>Tax Code</strong></td><td>10</td><td>Must match the system tax code table</td><td>Mandatory</td></tr><tr><td><strong>Terms Code</strong></td><td>10</td><td>Must match the system terms code table</td><td>Mandatory</td></tr><tr><td>Agency Commission Percent</td><td>2</td><td>Free form numeric</td><td>Optional</td></tr><tr><td>Credit Limit</td><td>10000000</td><td>Free form numeric</td><td>Optional</td></tr><tr><td>Currency ID</td><td>USD</td><td>Must always be blank for customers that are billed in your local currency and only populate this field if the customer must always be billed in a foreign currency, in which case you must use a valid currency ID that has already been set up in your system in the System Tables Setup menu. If any customer might be billed in multiple currencies, leave the field blank and you will be able to select the appropriate currency in campaign entry.</td><td>Optional</td></tr><tr><td>Website URL</td><td>https://naviga.com</td><td>Free form alphanumeric of the account website</td><td>Optional</td></tr><tr><td>Email Address</td><td>adv@adv.org</td><td>Free entry alphanumeric email address format which is imported to display in the account’s Advertising Setup node in the maintenance screen. This is the COMPANY email address, and doesn't have much of a function in the system. The more important/useful one will be the email address on the contact people who work for the company. See <a href="../../../crm/setup/import-names-and-contacts"><strong>CRM Name Import</strong></a></td><td>Optional</td></tr><tr><td>Invoice Delivery Method</td><td>P or B or N or C or E</td><td>These are the values from the application indicating the delivery method of the invoice being Print (P), Print &#x26; Email (B), Email (E), for Email Invoices and Print Credits (C) and Do Not Send Invoice (N).</td><td>Optional</td></tr><tr><td>Credit Status</td><td>Good</td><td>Free entry alphanumeric value which display in the account maintenance</td><td>Optional</td></tr><tr><td>Credit Controller</td><td>SGILI</td><td>This will set the Credit Controller on the account. The format should be the User ID from user Administration and the user must also be set in A/R User Security to be a Controller or a manager, NOT a default A/R User</td><td>Optional</td></tr><tr><td>Collection Status</td><td>Coll</td><td>Collection Status ID according to the AR Setup menu -> Collection Status Setup. This ID must match a value from this table in the application</td><td>Optional</td></tr><tr><td>Tax Exemption Number</td><td>435</td><td>Alphanumeric entry of the company exemption number if any</td><td>Optional</td></tr><tr><td>VAT Number</td><td></td><td>UK VAT number</td><td>Optional</td></tr><tr><td>VAT Validation Result</td><td>good</td><td>UK VAT validation result - this is a free format text field</td><td>Optional</td></tr><tr><td>VAT Validation Ind.</td><td>Y</td><td>Works in conjunction with the validation result above. Valid responses here are Y, N or blank. N or blank in this field will display "Not Validated/Valid" in the validation status field onscreen, regardless of what is entered into VAT Validation Result column in the spreadsheet. Y in this column will result in the text from the VAT Validation Result being displayed.</td><td>Optional</td></tr><tr><td>Registered Company Number</td><td>3245</td><td>Alphanumeric entry of the registered company number</td><td>Optional</td></tr><tr><td>Approved Date</td><td>05/21/2018</td><td>Date of approval of account</td><td>Optional</td></tr><tr><td>PO Required</td><td>Y</td><td>This is a Yes or No answer</td><td>Optional</td></tr><tr><td>Legacy Company ID 2</td><td>4344</td><td>Free entry second legacy ID for the company</td><td>Optional</td></tr><tr><td>Is Statement Contact</td><td>Y</td><td>This is a Y or N field for yes or no as to whether the contact is the one to receive A/R Statements when generated.</td><td>Optional</td></tr><tr><td>Statement Delivery Method</td><td>P, B, N or E</td><td>This value must match the values in the system for Print (P), Email (E), both (B), Do Not Send Statement (N). Note that the column for Generate Statements below could contradict what is entered here. For example, you could say Print here, but indicate N later that this customer does not receive statements. For this to be honored, be certain to indicate Y in the Generate Statements column.</td><td>Optional</td></tr><tr><td>On Credit Stop</td><td>Y</td><td>Y for yes and N for no to indicate whether this client is on credit stop or not.</td><td>Optional</td></tr><tr><td>AD Client Type</td><td>ART</td><td>This must match one of the ID values defined in the Setup menu under Client Type Setup screen.</td><td>Optional</td></tr><tr><td>Prepayment Required</td><td>Y</td><td>“Y” is Yes value will check the flag for this advertiser that his orders must be prepaid for them to be processed in the system. “N” is No which marks the account as not requiring prepayment for orders which will be processed normally through the system.</td><td>Optional</td></tr><tr><td>Billing Group</td><td>SH</td><td>This value is the Billing Group ID in the menu AR menu Setup -> Misc. Invoice Billing Groups and must match one of these values.</td><td>Optional</td></tr><tr><td>Account Opened Date</td><td>03/01/2019</td><td>This is a free entry date format MM/DD/YYYY of when the account was created.</td><td>Optional</td></tr><tr><td>Client Group ID</td><td>SH</td><td>This value must match the system’s Client Group ID found in the <strong>AR module -> Setup menu -> Client Group Setup</strong>. Once the import is complete, the account is listed in this specific group in this menu.</td><td>Optional</td></tr><tr><td>Salesforce ID</td><td>33232</td><td>Salesforce external ID value</td><td>Optional</td></tr><tr><td>External IDs</td><td>If there is only one system, this is the format:<br>ADC,434343<br><br>If there are two systems, this is the format:<br>ADC,434343;COL,4445555<br></td><td>This is for another system’s ID attached to the advertiser. This value is related to values in the Naviga system under the menu <strong>Setup -> System Tables Setup -> External Systems ID Codes</strong>. The concept is that a customer maybe used in multiple systems and can have a separate external id for each system. The External Systems Setup table will be set up for all systems. In Name Maintenance you can associate external id for wherever the client is used - basically a cross ref between systems. In the example to the left, there is a system setup with ID = COL and a system called ADC. Each system has their own unique account number. The ID is 434343 in ADC System and 4445555 in the COL System.</td><td>Optional</td></tr><tr><td>Default Invoice Form Detail Level</td><td>1</td><td><p>Valid Values are:</p><p>1 = Show only the Description and Total Price</p><p>2 = Show Each Line - No Costs</p><p>3 = Show Each Line - Including Costs</p></td><td>Optional</td></tr><tr><td>Cap Actuals</td><td>Y</td><td><p>N or blank for No Caps</p><p>Y for Capped at Individual Monthly Goals</p><p>C for Capped at Total Campaign Goal</p></td><td>Optional</td></tr><tr><td>Job Title Code</td><td>PRES</td><td>The values must match the Job Title IDs from the CRM menu <strong>Setup -> CRM System Settings -> Job Titles -> Job Title ID</strong></td><td>Optional</td></tr><tr><td>Credit Stop Days (AD)</td><td>15</td><td>Numerical entry of the number of days past which an unpaid invoice triggers this client being placed on credit stops.</td><td>Optional</td></tr><tr><td>Territory Code</td><td>GL</td><td>This must match the territory ID code in the table for territory setup in the menu <strong>Setup -> Sales Rep Setup</strong> and <strong>Budgets -> Sales Rep Setup</strong>.</td><td>Optional</td></tr><tr><td>Service Charge</td><td>Y</td><td>Y for yes to flag the field in the advertiser maintenance screen to generate a service charge. N for No and to leave the flag unchecked.</td><td>Optional</td></tr><tr><td>Performance Invoice Form</td><td>PI1</td><td>Invoice Form Template ID for the performance campaign. Must match the ID in Naviga as per the Invoice Setup screen</td><td>Optional</td></tr><tr><td>Flexible Invoice Form</td><td>FI1</td><td>Invoice Form Template ID for the flexible campaign. Must match the ID in Naviga as per the Invoice Setup screen.</td><td>Optional</td></tr><tr><td>Statement Form</td><td>ARS1</td><td>Statement Form Template ID for the AR Statement in the AR module. Must match the ID in Naviga as per the Statement Setup screen.</td><td>Optional</td></tr><tr><td>Generate Statements</td><td>Y</td><td>Y to check the flag in Advertiser Maintenance screen to allow for generating statements. N for No.</td><td>Optional</td></tr><tr><td>Forms Logo</td><td>FL1</td><td>Forms Logo ID for the invoices. Must match the ID in Naviga as per the System Tables Setup -> Forms Logos screen.</td><td>Optional</td></tr><tr><td>Auto Apply COA</td><td>Y</td><td>Y for Yes and N for No. When Yes, this means that the advertiser on import is setup in the system to enforce applying COA when available as a payment of the campaign at the confirmation time of the campaign.</td><td>Optional</td></tr><tr><td>Exhibitor Type</td><td>AD</td><td>Must have the same value as in Naviga from the menu Setup -> Exhibition Code Tables -> Exhibitor Type Setup</td><td>Optional</td></tr><tr><td>Exhibition Tax Code</td><td>VAT</td><td>Must match a value in the Naviga system from the menu <strong>Setup -> System Tables Setup -> Tax Setup</strong></td><td>Optional</td></tr><tr><td>Exhibition Payment Terms</td><td>510</td><td>Must match a value in the Naviga system from the menu <strong>Setup -> System Tables Setup -> Payment Terms Setup</strong></td><td>Optional</td></tr><tr><td>EX Invoice Delivery Method</td><td>P or B or N or C or E</td><td>This value must match the values in the system for Print, Email, or both.</td><td>Optional</td></tr><tr><td>EX Billing Contact</td><td>Y</td><td>Y for yes or N for no that this is the billing contact for trade shows or not.</td><td>Optional</td></tr><tr><td>Client Access Codes (as of release 2022.5)</td><td>01, 03</td><td>One or more than one comma separated Client Access Codes which must values in <strong>Naviga Accounts Receivable Setup menu -> Client Access Code Setup</strong>.</td><td>Optional</td></tr><tr><td>Actuals Reconciliation</td><td>E</td><td><p>E for Estimates</p><p>Y for Third party</p><p>N or blank for Ad Server Numbers</p><p>V for Ad Server Viewable Numbers</p></td><td>Optional</td></tr><tr><td>Preferred Forms Language</td><td>es-ES or fr</td><td>Code for the language which must match the value in Naviga. These are the same found in the Advertiser Maintenance screen under the AR node and field “Preferred Forms Language”. Case must match exactly what is in the ID field for Language. Fr or FR won't work, only fr for French or fr-BE for Belgium French, for example.</td><td>Optional</td></tr><tr><td>Source</td><td>CI</td><td>Must match values of the source ID in the <strong>CRM Settings -> Name Sources</strong> menu in the CRM module.</td><td>Optional</td></tr><tr><td>Legacy Parent ID</td><td>123456</td><td>Free form alphanumeric for the legacy Parent ID of this company's Parent</td><td>Optional (Required only if the account being imported is to be a child of this parent account)</td></tr><tr><td>Is in the ELMA Registry</td><td>Y</td><td>Enter Y to set the flag that this client is part of the ELMA registry</td><td>Optional</td></tr><tr><td>Use Electronic Payments</td><td>Y</td><td>Yes/No flag on client account to use Electronic Payments. use Y or N</td><td>Optional</td></tr><tr><td>IBAN</td><td>123456</td><td>Numeric code to represent the IBAN or Bank Account number</td><td>Optional</td></tr><tr><td>Swift BIC No.</td><td>123456</td><td>Numeric code to represent the Swift code or Routing Number</td><td>Optional</td></tr><tr><td>Industry Category/PIB ***</td><td>AUTO</td><td>See Note below about how use of multiple brands affects this field.</td><td>Optional (but if used, must match ID setup in <a href="../../system-tables-setup-ad#pib-industry-setup">PIB/Industry Setup</a>)</td></tr></tbody></table>

{% hint style="info" %}
\*\*\* Industry Category / PIB Note - In **Setup -> Admin -> System Parameters** there is a setting "Set new advertisers to not use multiple brands" - if this is set to NO, meaning new advertisers WILL use multiple brands, this field on the import template will be ignored and the Industry / PIB should be set on the BRAND IMPORT.

If "Set new advertisers to not use multiple brands" is set to YES, meaning the clients will only use one brand, then that brand will be created and named for the advertiser during this import and the Industry Category set on this import template will be set on the brand. Industry code isn't required on the import but it is advisable to set it. If it isn't set, during order entry, the Industry code will default to whatever is top on the list of Industry codes, which might not be desirable.
{% endhint %}

Once you enter the data, save the excel template to your desktop and note the path.

Click the “Select” button in the import pop up screen and browse to find the saved excel. Choose the file to upload it into the system.

You must click the button “Check Data” before performing the import to correct any errors.

If you have errors, you will receive a message indicating this and when you click OK, you will be given the location and reason for the error.

![](https://4211026745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbpQetEHnD9yA7QkbIXqU%2Fuploads%2Fgit-blob-5e04bdd37e73c110cc7dc51fbc521f3b07d5fcfc%2F2%20\(66\).png?alt=media)

Click close and return to the pop-up import screen on the system. Click the “Remove” x button.

Correct the indicated errors in the template. Resave the template to your desktop. Then repeat the process of uploading the file until all errors have been corrected.

![](https://4211026745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbpQetEHnD9yA7QkbIXqU%2Fuploads%2Fgit-blob-4b74f7ddc5a7bd87452809cca9906330eb1e002e%2F3%20\(38\).png?alt=media)

Once all the data is correct, click the button “Import File”. You will receive a warning that only valid rows will be imported. Click OK, and then you will receive a success message of the import.

![](https://4211026745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbpQetEHnD9yA7QkbIXqU%2Fuploads%2Fgit-blob-0f874f4da9167d69a53176d524965b2817d8df0d%2F4%20\(8\).png?alt=media)

Click OK and note the import ID.

Click the node “List of Imported Names”. Choose the import ID from the drop down menu and click “Get Names”.

The list of names from the sheet display with hyperlinks to the name ID for further use.

## Import Name Addresses <a href="#toc120798686" id="toc120798686"></a>

User can import multiple addresses for one advertiser/ agency using this import template. This is meant for existing advertisers in the application who have more than one address.

Navigate to the menu **Setup -> Advertisers/ Agency Import -> Import Name Addresses** node.

In the filed “Name ID Selection”, choose one of two options indicating the ID you fill out in the import template:

1. Name ID is the Naviga Name ID: This is the system Advertiser ID generated by the system for the advertiser or agency.
2. Use the Legacy ID to derive the Naviga Name ID: This the Legacy ID associated with the system advertiser.

![](https://4211026745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbpQetEHnD9yA7QkbIXqU%2Fuploads%2Fgit-blob-798add57674963a31a387c1b260de3deb171089d%2F5%20\(50\).png?alt=media)

Click the button “Download Template”. This opens the spreadsheet template on your desktop which you then must fill out with the Advertiser ID and the address on each row as in the table below.

### Multiple Addresses Template <a href="#toc120798687" id="toc120798687"></a>

Fill in the fields as indicated below with your own data and following the requirements and data sources explained.

| **Field Name** | **Example Data**  | **Data Source and Restrictions**                                                                                                                                                               | Mandatory/ Optional |
| -------------- | ----------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ------------------- |
| **Type**       | C                 | Must be C (for company) or I (for individual)                                                                                                                                                  | Mandatory           |
| **Name ID**    | 255237            | The application or Legacy Advertiser ID as you chose from the field on the import screen for the ID selection. This value must match the one which already exist in the system for this client | Mandatory           |
| Name           | Stone Works       | Text name of the advertiser.                                                                                                                                                                   | Optional            |
| Address 1      | 76 Marble Road    | Free alphanumeric entry of the first line of address for the advertiser.                                                                                                                       | Optional            |
| Address 2      | Suite 100         | Free alphanumeric entry of the second line of address for the advertiser.                                                                                                                      | Optional            |
| Address 3      | Marble Department | Free alphanumeric entry of the third line of address for the advertiser.                                                                                                                       | Optional            |
| City           | San Francisco     | Free alphanumeric entry of the city of address for the advertiser.                                                                                                                             | Optional            |
| State / Region | CA                | Free alphanumeric entry of the state of address for the advertiser.                                                                                                                            | Optional            |
| Postal Code    | 94016             | Free alphanumeric entry of the zip code of address for the advertiser.                                                                                                                         | Optional            |
| Country ID     | US                | The country ID as per the systems table in the Address Setup menu.                                                                                                                             | Optional            |
| Telephone      | 8009897777        | <p>Free form alphanumeric in the form of:</p><p>(xxx)xxx-xxxx or</p><p>xxx-xxxxxxx or</p><p>xxxxxxxxxx</p>                                                                                     | Optional            |
| Fax            | 8887875555        | <p>Free form alphanumeric in the form of:</p><p>(xxx)xxx-xxxx or</p><p>xxx-xxxxxxx or</p><p>xxxxxxxxxx</p>                                                                                     | Optional            |
| Address Type   | HO                | The address type ID as per the systems table in the Address Setup menu.                                                                                                                        | Optional            |

Save the data in the spreadsheet to your desktop.

Click the Select button on the import screen in the system and browse to upload the spreadsheet.

You must click the button “Check Data” before performing the import to correct any errors.

If you have errors, you will receive a message indicating this and when you click OK, you will be given the location and reason for the error.

Click close and return to the pop-up import screen on the system. Click the “Remove” x button.

Correct the indicated errors in the template. Resave the template to your desktop. Then repeat the process of uploading the file till all errors have been corrected.

Once all the data is correct, click the button “Import File”. You will receive a warning that only valid rows will be imported. Click OK, and then you will receive a success message of the import.

Navigate to the Account Maintenance screen for this advertiser and verify the addresses have been imported successfully; or navigate to the Customer Overview of the customer and verify that all the addresses in addition to the existing ones are listed in the Sales/ CRM tab.

![](https://4211026745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbpQetEHnD9yA7QkbIXqU%2Fuploads%2Fgit-blob-68033c167ec9b514de184ebc3f3c9779b343aac4%2F6%20\(51\).png?alt=media)

## Import External ID's

External ID's can be Imported using provided template on the node "Import External IDs"

Navigate to the menu **Setup -> Advertisers/ Agency Import -> Import Import External IDs** node.

In the field “Company Selection”, choose one of two options indicating the ID you fill out in the import template:

1. Company ID is the Naviga Name ID: This is the Advertiser ID generated by the system for the advertiser or agency.
2. Use the Legacy ID to derive the Naviga Name ID: This the Legacy ID associated with the system advertiser.

<figure><img src="https://4211026745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbpQetEHnD9yA7QkbIXqU%2Fuploads%2Fgit-blob-b83b0ec4c1ee9e6b942197e12e25a4cd1eb10203%2Fimage%20(387).png?alt=media" alt=""><figcaption></figcaption></figure>

### Import External ID's Template

Click the button “Download Template”. This opens the spreadsheet template on your desktop which you then must fill out with the required information on each row as in the table below.

<table><thead><tr><th>Field Name</th><th width="109">Example</th><th>Description</th><th>Required?</th></tr></thead><tbody><tr><td>Company ID</td><td>123456</td><td>The Naviga or Legacy Advertiser ID as you chose from the Company Selection field on the import screen for the ID selection. This value must match the one which already exist in the system for this client</td><td>Mandatory</td></tr><tr><td>System ID</td><td>OTHER</td><td>ID Code of the External System. Must match the ID previously setup in <strong>Setup -> System Tables Setup -> External System ID Codes</strong></td><td>Mandatory</td></tr><tr><td>External ID</td><td>4328</td><td>Other system’s ID attached to the advertiser.</td><td>Mandatory</td></tr></tbody></table>

Save the data in the spreadsheet to your desktop.

Click the Select button on the import screen in the system and browse to upload the spreadsheet.

You must click the button “Test Import File” before performing the import to correct any errors.

If you have errors, you will receive a message indicating this and when you click OK, you will be given the location and reason for the error.

Click close and return to the import screen on the system. Click the “Remove” x button.

Correct the indicated errors in the template. Resave the template to your desktop. Then repeat the process of uploading the file till all errors have been corrected.

![](https://4211026745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbpQetEHnD9yA7QkbIXqU%2Fuploads%2Fgit-blob-71322d3d805114e96e2f92d177f9e88c4a3dd812%2Fimage%20\(203\).png?alt=media)

Once all the data is correct, click the button “Import File”. You will receive a warning that only valid rows will be imported. Click OK, and then you will receive a success message of the import.

Navigate to **Customer -> Advertiser / Agency Maintenance** and select the External System ID's node to see the imported data:

<figure><img src="https://4211026745-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FbpQetEHnD9yA7QkbIXqU%2Fuploads%2Fgit-blob-b42a962a67dde340dc40d48f529d1102a020cdc1%2Fimage%20(1399).png?alt=media" alt=""><figcaption></figcaption></figure>
