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Data Loading Updates to Products & Packages
! Today’s Goals ! Presenter Introductions ! Product/Package Overview ! Corey Frickel – Steps to Load Products and Packages ! Brian Ferrantino – Demonstrations ! Q & A
Agenda
! Subject Matter Experts: ! Brian Ferrantino
! Implementation Engineer on Implementation Team (since March 2012) ! Technical configurations, including third party integrations
! Corey Frickel ! Configuration Specialist on Implementation Team (since January 2013) ! Conducts data loads ALL DAY LONG
! Organizer & Facilitator: Janet Loder, Sr. Training Manager, Operative
Webinar Presenters
! Following this webinar, you will be able to: ! More deeply understand the data loading functionality available in
Operative.One ! Perform updates to large sets of product and/or package contents ! Confidently manage your product/package taxonomy to ensure
that your business and software are in synch
Webinar Goals
Key Business Benefits: Decrease the manual effort required to update product/package information & free up resource time as a result
! During implementation, Operative Consultants help add product/package data into the system
! As your business changes over time, you need to keep the data current in Operative.One
! Create and edit standard products and package products ! Via the User Interface (UI) ! Data loading
Product/Package Management Overview
! Demo – Manage Products/Packages in the User Interface
Product/Package Management – UI
! What? Data loading is a way to get information into Operative.One
! When? Use data loading when many items must be created or edited, and the loader would be faster than the user interface
! Who? Operative.One users with the role AD_MASTER can load data ! Where? Ad Slots, Targets, Product Rate Card Property, Product Cost
Method Pricing, Products, Package Products, Accounts/Contacts can all be loaded
! How? Complete templates then load in Administration > System > Object Import/Export ! Help found in Operative.One online help topic
Data Loading – Some Basics
! Help found online in Operative.One § Inline help text on
Bulk Data Loaders § Bulk Data Loaders
User’s Guide
Online Help for Data Loading
1. Log a case with support.operative.com to request a product or package export of the desired tenant, and receive the file
2. Locate desired products/packages; copy into new XLS workbook 3. Make updates/additions to the products/packages and save file 4. Load the saved loader in Administration > System tab > Object
Import/Export 5. Validate changes/additions in the UI by searching for items in
Administration > Ad Master Model > Products
Basic Steps to Load Products/Packages
! Log a case with support.operative.com ! Request product or package export of the desired tenant ! Have a list of items to edit, and the edits you want to make ! Support will send the requested export to you ! Make no changes to column order or headers ! Note: Operative encourages you to perform the initial upload into a
staging/sandbox tenant; Please contact your Client Partner if you do not have a sandbox tenant.
Step 1a: Open a Support Case
! Make no changes to column order or column headers ! Each product has one UPDATE row for its details (targets, tags,
creative specs) ! A product will have a MAP row for each Ad Slot to which it is mapped
Step 1b: Receive the Export
! Make no changes to column order or headers ! Use filters or other search methods to identify the subset of products
you intend to edit ! Copy and paste the subset, including the column headers, into a new
XLS 97-2003 workbook ! This becomes the file you will load into Operative.One
Step 2: Locate Desired Products, Copy to New XLS
! In the new workbook, make the desired edits/additions ! Save the file
Step 3: Make Edits/Additions to Data
! Operative.One user with AD_MASTER role can load the modified template
! Administration > System > Tools > Object Import/Export
! Select the object to load ! Select the file ! Validation ! Import Queue
Step 4: Load the Modified Template
Step 5: Verify the Imported Data ! Administration > Ad Master Model > Products ! Search for products/packages created or edited using the
loader
! Product Update – Add 2 Embedded Targets to 300x250 products § Ad Type=Sponsorship § Gender=Male
Demonstration #1
! Product Update – Adding 2 Tags to 160x600 products § hockey § male
Demonstration #2 – Planted errors
! Updating creative specs, targeting templates, or home catalog location? § Must match system exactly
! Updating additional catalog locations or tags? § Must match system exactly § Multiple values separated by semicolons (;) with no spaces
(e.g. hockey;men)
! Updating embedded targets? § <Target Name>=<Option> (e.g. Ad Type=Sponsorship|Gender=Male) § Multiple values separated by pipe (|) with no spaces
Important Product/Package Rules
! Help found online in Operative.One § Inline help text on
Bulk Data Loaders § Bulk Data Loaders
User’s Guide
Online Help for Data Loading
! 5 Steps to load updates to products and packages in Operative.One 1. Open Support case requesting latest Product/Package export
2. Locate products to edit, copy those into new XLS workbook
3. Make updates/additions and save the file
4. Load the saved file in the Object Import/Export tool
5. Validate changes were made within the user interface (UI)
! Demos ! Recording and presentation will be available soon
Recap