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Flight Control Help Center

Importing Campaign Trackers Using A CSV/XLSX File

  • Updated

General

You can add campaign trackers by importing a CSV or XLSX file that includes tracker information into Flight Control. You can retrieve an applicable file for this import method by:

  • Downloading an example file and filling in the required tracker information.
  • Using the Export to Excel action to download the existing trackers into an Excel file, updating the tracker information with additional trackers as needed, and then uploading the file into Flight Control.

For more information on trackers, see Campaign Trackers.

Import Trackers Using a CSV/XLSX File

To import trackers using a CSV or XLSX file:

  1. Go to a campaign's Tracker step.
  2. Click Create > Import Trackers from Trackers File.
    • Note: Click Download an example to retrieve an example XLSX tracker file.
  3. Select a CSV or XLSX file to upload from your local device, or drag and drop it into the UI.
    • Important: Tracker types and URLs are required when importing.
  4. Select what should happen with existing trackers:
    • Overwrite existing trackers data: If the trackers share the same ID, it overwrites the tracker data. If the tracker ID in the import file differs, it adds a new tracker. Existing trackers that aren’t in the import file won't be deleted.
    • Delete all existing trackers prior to import: Removes all existing trackers upon file import. Use this option to remove trackers that don’t exist in the imported file. This also helps to avoid duplicate trackers.
  5. Click Import Trackers.

The new tracker will be displayed in the Trackers table.