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Does it seem like you’re spending excess time manually updating information to keep your business in synch with your software? Data loading is used within Operative.One to create or update large sets of data.
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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