Ctrlk
Help CenterContact Support
For the complete documentation index, see llms.txt. This page is also available as Markdown.

FTP Express Setup

For an FTP/email integration, there are two main steps you'll need to consider:

  • Create a .CSV file: impact.com provides examples and a full parameter reference for conversion data that you can customize to include the specific conversion data needed.

  • Submit the .CSV file: depending on your event type, you'll submit your .CSV file either via Impact FTP/FTPS/SFTP (e.g., upload a file to an impact.com FTP server), submit your .CSV file via email (i.e., sent to a specific address as an attachment that then uploads the file via FTP), or instruct impact.com to pull the file from your own FTP server.

Create a .CSV file

Reporting conversions at the item level is generally recommended for most circumstances. At a minimum, impact.com expects an item-level conversion data .CSV file to have the following headers:

CampaignId,ActionTrackerId,EventDate,OrderId,ClickId,CustomerId,CurrencyCode,Amount,Category,Sku,Quantity
1000,4321,2021-11-23T18:00:22+00:00,01928374,QiiWXOVnrQ3SQHl24jQjyxBGUkmzfJ3i1VHrWM0,BCZ2WVSH674563PDPYOTM3AXDQ,USD,42.50,Blacksmithing,A-198237465,1
1000,4321,2021-11-23T18:00:22+00:00,01928374,QiiWXOVnrQ3SQHl24jQjyxBGUkmzfJ3i1VHrWM0,BCZ2WVSH674563PDPYOTM3AXDQ,USD,13.50,Sporting Goods,A-91827645,1

Note: It's highly recommended to include as much data as possible – refer to the full Conversions Data Reference document for a full list of conversion data parameters.

View a list of parameters
Parameter
Description

CampaignId

A unique identifier for your impact.com account's Program (or CampaignId). Available in your Tech Plan document.

ActionTrackerId

A unique identifier for your impact.com account's Event Type (or Action Tracker). Available in your Tech Plan document.

EventDate

The time, date, and time zone of when the event occurred in ISO 8601 format. This value cannot be older than 88 days — impact.com doesn't process conversions with an event date older than 88 days from the date submitted.

OrderId

The unique identifier for the order associated with this conversion. Typically generated by your site's e-commerce system.

ClickId

The unique identifier for the visitor that converted. Appended as a query string parameter to your site's landing page when they first visited.

CustomerId

A unique identifier for the visitor that converted — typically an ID that your site or e-commerce system assigns to a visitor. Do not use personally identifiable information (PII).

CurrencyCode

Three-letter ISO 4217 code for the currency used in the conversion.

Amount

The subtotal of the item as set by the SKU. This value is pre-tax, pre-shipping, and pre-discounts.

Category

The name of the category that the item belongs to.

Sku

The stock-keeping unit assigned to the item.

Quantity

The quantity of this item within the order.

Each item within an order should be submitted as a new line in the file:

CampaignId,ActionTrackerId,EventDate,OrderId,ClickId,CustomerId,CurrencyCode,Amount,Category,Sku,Quantity
1000,4321,2021-11-23T18:00:22+00:00,01928374,QiiWXOVnrQ3SQHl24jQjyxBGUkmzfJ3i1VHrWM0,BCZ2WVSH674563PDPYOTM3AXDQ,USD,42.50,Blacksmithing,A-198237465,1
1000,4321,2021-11-23T18:00:22+00:00,01928374,QiiWXOVnrQ3SQHl24jQjyxBGUkmzfJ3i1VHrWM0,BCZ2WVSH674563PDPYOTM3AXDQ,USD,13.50,Sporting Goods,A-91827645,1

Warning: For item-level conversions, Order IDs that have multiple associated SKUs (i.e., multiple items) must be listed consecutively. Not grouping together line-items with the same Order ID and different SKUs will result in an OID_DUPLICATE error for the SKUs listed farther down the file.

Submit the .CSV file

Each section below covers the basics of submitting a conversion data .CSV file — to learn more, see Submit Conversion Data via FTP or Email in the impact.com Help Center.

Impact FTP

Note: You'll need your impact.com FTP server credentials from your impact.com account.

To access your FTP credentials:

  1. Log into your impact.com account.

  2. From the left navigation menu, select Settings.

  3. In the Program column, under Tracking, select Event Types.

  4. Find the event type with a Type of "Impact FTP".

  5. Hover your cursor over the row of the FTP event type, select [More] → View / Edit.

  6. Select the View IR FTP Credentials button in the upper-right of the screen to access your credentials.

    • Alternatively, you can select the pencil icon on the far right of the Tracking Method row.

    • Under Upload file to system FTP Server, select Email FTP Username and Password.

    • Any account user with the Admin or Implementation Specialist roles or with the Technical Settings permission should receive an email with the FTP credentials.

  7. Use an FTP client to connect to the impact.com FTP server with the following settings:

    Server:

    ftp://batch.impact.com

    Port:

    21

    Alternatively, the SFTP details are:

    Server:

    sftp://batch.impact.com

    Port:

    22

  8. Once connected, upload your file to the current directory. You won't be able to see files within the directory.

  9. After at least 30 minutes have passed, go to the impact.com platform and in the left navigation bar, select [User profile] -> Settings.

  10. In the left column, go to the Technical section and select File Submissions.

  11. On the FTP File Submissions screen, you should see your file upload in the list.

  12. You can see the number of errors associated with the upload in the Errors column. View error details by selecting the Actions dropdown for the file, then select View Errors.

Email

When submitting a file via Email (SMTP), only include the unique email address for the event type in the "To:" field. If you need to send this file to others, include them in the "CC" line.

  1. From the left navigation bar, select [User profile] → Settings.

  2. On the right, under Tracking, select Event Types.

  3. Select the Event Type you want to submit server-side action tracking data for.

  4. Next to Returns Processing, select [Edit].

  5. Select Email file to system SMTP server, then copy your account-specific email address.

  6. In the To field, paste your unique impact.com email address assigned to your account.

  7. Upload your .CSV file as a file attachment to the email.

  8. Send the email.

  9. After at least 30 minutes have passed, go to the impact.com platform, and in the left navigation bar, select [User profile] → Settings.

  10. In the left column, go to the Technical section and select File Submissions.

  11. On the FTP File Submissions screen, you should see your file upload in the list.

Partner FTP

Note: You'll need to provide impact.com with login credentials for your FTP server.

  1. From the left navigation bar, select [User profile] → Settings.

  2. In the right column, go to the Tracking section and select Event Types.

  3. Next to the Tracking line item, confirm that you've provided a valid Server URL, Username, Password, Port, and Directory.

  4. Place your .CSV file in the specified directory. impact.com will pull this file from your FTP server within 24 hours.

  5. After at least 24 hours have passed, go to the impact.com platform and in the left navigation bar, select More Settings.

  6. In the left column, go to the Technical section and select File Submissions.

  7. On the FTP File Submissions screen, you should see your file upload in the list.

Once the impact.com app is fully installed, you can begin end-to-end testing to ensure everything is working properly. Learn how to proceed with End-to-End Testing.

Last updated