The OLX Campaign Setup Import is a powerful and robust import that can create and update client, campaign, source, toll free number and script information within the OrderLogix application. This is accomplished by creating a CSV (a file with information fields, each separated by a single comma) with all required information in a specific sequence. This document will cover in detail, the specifications needed to create a valid file that OrderLogix can successfully import. It is important to note the complexity of the OLX Campaign Setup Import, as it is capable of simply adding a new client or campaign to the system, or creating a multitude of new sources while changing TFNs and scripts, all at the same time. IMPORTANT: For newer users, it is advised to try and accomplish only one task per line in the CSV file and always preview your work before importing. For example, it may be easier to create a new client on the first line, then add a campaign on the next, and multiple sources on the following lines. File Format: ASCII text (standard US-English letters, numbers and keyboard characters). The file must contain one line per addition, with each field enclosed in double quotes and comma separated, ending with a Carriage Return (↵) <CR>. All unused fields will be left blank and remain separated by a single comma. File Naming: <Organization Identifier><YYYYMMDD>.csv Import Definitions:
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| Field Name | Req. | Type | Max | Field Description | 1 | CLIENT NAME | Parent of # 14 | Alpha | 50 | Required for all additions and updates. NOTE: Existing client name must match client name in OLX. | 2 | CLIENT CODE | | Alpha | 50 | Client reference code. | 3 | CONTACT | | Alpha | 50 | Client contact name. | 4 | CLIENT ADDRESS 1 | | Alpha | 255 | Client street address. | 5 | CLIENT ADDRESS 2 | | Alpha | 255 | Client street address continued. | 6 | CLIENT CITY | | Alpha | 50 | Client city. | 7 | CLIENT STATE | | Alpha | 50 | Client state. | 8 | CLIENT ZIP | | Alpha | 20 | Client zip code. | 9 | CLIENT COUNTRY | | Alpha | 50 | Client country. | 10 | CLIENT PHONE | | Alpha | 30 | Client phone number. | 11 | CLIENT FAX | | Alpha | 30 | Client fax number. | 12 | CLIENT WEBSITE | | Alpha | 50 | Client website url. | 13 | CLIENT EMAIL | | Alpha | 255 | Client email address. | 14 | NEW CLIENT? | Required by # 1 | Numeric | 1 | Existing client = 0 New client = 1 | 15 | CAMPAIGN NAME | Parent of # 30 | Alpha | 255 | Required for Campaign, Source and TFN additions and updates. NOTE: Existing campaign name must match campaign name in OLX. | 16 | CAMPAIGN CODE | | Alpha | 50 | Campaign reference code. | 17 | DEFAULT CC ACCOUNT | | Alpha | 50 | Must be valid and active credit card account in OLX. Not Required. | 18 | DEFAULT EC ACCOUNT | | Alpha | 50 | Must be valid and active electronic check or telecheck account in OLX. Not Required. | 19 | CAMPAIGN START DATE | | Date | 10 | Format: MM/DD/YYYY | 20 | CAMPAIGN END DATE | | Date | 10 | Format: MM/DD/YYYY | 21 | CAMPAIGN NOTES | | Alpha | 255 | Campaign notes. | 22 | CAMPAIGN COMPANY NAME | | Alpha | 255 | Campaign company name. | 23 | CAMPAIGN ADDRESS | | Alpha | 50 | Campaign street address. | 24 | CAMPAIGN CITY | | Alpha | 50 | Campaign city. | 25 | CAMPAIGN STATE | | Alpha | 20 | Campaign state. | 26 | CAMPAIGN ZIP | | Alpha | 20 | Campaign zip code. | 27 | CAMPAIGN COUNTRY | | Alpha | 50 | Campaign country. | 28 | CAMPAIGN PHONE | | Alpha | 20 | Campaign phone number. | 29 | CAMPAIGN FAX | | Alpha | 20 | Campaign fax number. | 30 | NEW CAMPAIGN? | Required by # 15 | Numeric | 1 | Existing Campaign = 0
New Campaign = 1 | 31 | SOURCE NAME | Parent Of # 37 | Alpha | 50 | Required for Source and TFN additions and updates. NOTE: Existing source name must match source name in OLX. | 32 | DNIS | Required by # 31 | Alpha | 50 | Required for Source and TFN additions and updates. | 33 | CALL TYPE | See notes | Alpha | 50 | Required for Source additions only. Must be a valid call type or call type code defined in OLX. | 34 | MEDIA BUYER | | Alpha | 50 | Media buyer name, | 35 | MEDIA TYPE | | Alpha | 50 | Must be valid media type defined in OLX. | 36 | BUYER SOURCE CODE | | Alpha | 50 | Media buyer source code. | 37 | NEW SOURCE? | Required by # 31 | Numeric | 1 | Existing Source = 0
New Source = 1 | 38 | TOLL FREE NUMBER | Parent of # 41 | Alpha | 75 | Required for TFN additions and updates. | 39 | MEDIA NUMBER | | Alpha | 50 | Media number. | 40 | RRN | | Alpha | 15 | Register Receiver Number | 41 | NEW TOLL FREE NUMBER? | Required by # 38 | Numeric | 1 | Existing Toll Free Number = 0 New Toll Free Number = 1 | 42 | SCRIPT NAME | Parent of # 46 | Alpha | 255 | Required for Script additions and updates. NOTE: Existing script name must match script name in OLX. | 43 | SCRIPT START DATE | | Date | 10 | Format: MM/DD/YYYY | 44 | SCRIPT END DATE | | Date | 10 | Format: MM/DD/YYYY | 45 | SCRIPT DESCRIPTION | | Alpha | 500 | Script description. | 46 | NEW SCRIPT? | Required by # 42 | Numeric | 1 | Existing Script = 0 New Script = 1 | 47 | SPLIT SCRIPT B NAME | Parent of # 51 | Alpha | 255 | Required for Script B additions and updates. NOTE: Existing script name must match script name in OLX. | 48 | SPLIT SCRIPT B START DATE | | Date | 10 | Format: MM/DD/YYYY | 49 | SPLIT SCRIPT B END DATE | | Date | 10 | Format: MM/DD/YYYY | 50 | SPLIT SCRIPT B DESCRIPTION | | Alpha | 500 | Script description. | 51 | NEW SPLIT SCRIPT B? | Required by # 47 | Numeric | 1 | Existing Script = 0 New Script = 1 | 52 | SPLIT SCRIPT C NAME | Parent of # 56 | Alpha | 255 | Required for Split Script C additions and updates. NOTE: Existing script name must match script name in OLX. | 53 | SPLIT SCRIPT C START DATE | | Date | 10 | Format: MM/DD/YYYY | 54 | SPLIT SCRIPT C END DATE | | Date | 10 | Format: MM/DD/YYYY | 55 | SPLIT SCRIPT C DESCRIPTION | | Alpha | 500 | Script description. | 56 | NEW SPLIT SCRIPT C? | Required by # 52 | Numeric | 1 | Existing Script = 0 New Script = 1 |
The attached documentation includes the OLX Campaign Setup Import Spec, Template, and Example. |