Upload your own Partners from a CSV File

What:

Let’s say you have Partners that you work with externally to your connected program. One example might be if you have an Influencer program that you run in-house without a network.

In this case, you may want to manually upload your Partners to the Mediarails Partners workspace so that you can take further action on the records, such as outreach using the automated email workflows or for general organization and CRM functionality.

Why:

In addition to adding your external lists to Mediarails for automated outreach, Mediarails also enhances all URLs even if they are uploaded to the system. Enhancements include monthly visitor count, social followers (if the URL is a supported social profile), and email addresses. Remember, email addresses can only be found by the Mediarails system if there is a publicly listed email address for the website or social profile.

How:

Only CSV file types can be uploaded to Mediarails. The main thing to remember when importing your CSV files into Mediarails is that the Columns on the CSV need to match the columns on Mediarails exactly. See the chart below for required and suggested Column headers.

For example: in Mediarails all websites are known as Media Property URLs. Therefore the name of the column in your CSV must be "Media Property URLs". If your column header reads "Website" the import will fail.

Necessary and Suggested Column Headers

Columns	Description & Priority
Name	Required: The name of the Partner
Media Property URLs	Required: Website or social profile URLs for thePartner
Network	Required: The "network" the Partners are running on. This can be whatever you'd like, such as "in-house".
Network Publisher ID	Required: The ID of the Partner, if you do not have a system of IDs for your partners, you can put anything here that you'd like, such as numbering the partners starting from 1.
Brand	Suggested: Your company's brand that align with the Partner record
Primary Contact Email	Suggested (if known): the primary email address for the Partner
Tags	Tag your Partners so you can easily find the uploaded Partners later or for added organization
Categories	Another tag type used for categorization of records
Geographies	Label the geographic location of a Partner if known
Source	Add the source that the records came from for later reference
Assigned	Add the Username (as it appears in Mediarails) of the team member you'd like to assign these records to

How to Import a CSV:  

1. Navigate to the Partners or Partners by Brand workspace by clicking the round CRM icon, then Partners or Partners by Brand:
   
   
   
   
2. Click on the Tools button on the top right side of the list view and click the Import CSV option:
   
   
   
   
   
3. A popup with two options will appear. See the different uses for the options below and make your selection.
   
   Option #1: Download - This will export a file with all Partners and Columns that are currently on your screen. This is intended to be your CSV template for importing. Before clicking the Download button, add any desired columns to the screen so they are downloaded on the template. If you already have a file ready, see option #2.
   
   
   
   Option #2: Upload - This is the button to upload your file. If you already have a CSV ready, or you already clicked the Download button and modified your template. Click here to upload the  CSV file.
   
   
   
   
4. Once you have selected your file from the Upload prompt, a loading page will appear for a few moments:
   
   
   
   
5. After the load has completed you will either see a "Success!" message or a message telling you that some rows failed.
   
   
   
   If you do have failed rows, know that the rest of the rows were accepted successfully. Along with the failure message there will be a link to download a Failed Row Report in CSV form.
   
   

   To Fix Errors:

   1. Click on the Download errors button (as shown above) to download the file
   
   2. On the two leftmost columns of the CSV file, you will see:
       - a column that tells you which column failed for each record
       - an error message that tells you why the record failed
   
   3. Using the failed row CSV, correct the issues outlined in the error message column
   
   4. Then delete the first two columns mentioned above (failed columns & error message)
   
   5. Reload the "failed row" CSV by clicking the Upload button (as in the screenshot above) or by following the steps above for normal uploading
   

 

After the Import

• Data enhancements will still occur on imported records as they do on any other record coming into Mediarails. Social audience, email addresses, Alexa, and MOZ data points may take up to 24 hours to populate on newly added records.
• To access the Failed Row Report later or to troubleshoot further, see instructions on using the Mediarails debugger Page here

  

Additional Notes & Tips:

• Please also note that the .csv file must be the "Comma Separated Values" type, not any of the other "csv" file types offered in Excel such as "CSV UTF-8".
• ID Column: If you want to use importing to update existing records, you will need the Partner's ID column, otherwise you may be creating duplicates in the system
• Name column: When filling in your Name field it is a best practice to make this as easy to read as possible, for example, if you are using a website URL, you would want to remove the (http://www.) so it just leaves the main web address: "example.com"
• Tag columns: When formatting data in a tag field (Tags, Categories, Geographies, Topics, Etc) you can add multiple tags per field by separating them with a comma, no space. 
• Note on cleaning up your template: Once exported, Delete the "id" column from your export prior to upload (the ID is only used when updating existing records, not for adding new)
• Primary contact information: You may need to separate the first and last name from your original data to fill in the first and last name for the primary contact information. This can be done using the text to columns function in Excel (1:39 in the video)
• Recommended fields to export to create a template for importing new Partners: (in order of importance)
  • Name
  • Media Property URLs
  • Brand 
  • Network Publisher ID 
  • Primary Contact Email
  • Primary Contact First Name
  • Primary Contact Last Name
  • Tags:
    • Topics
    • Geographies
    • Categories 
    • Competitors
    • Tags
    • Channel Tags