Overview

You can manually upload a CSV file containing cost data from an ad partner's Cost Import tab. File upload is best for one-off or occasional imports, or for ad partners that don't have a direct API integration with Branch.

This guide covers file requirements and the upload process. For an overview of all three import methods and their prerequisites, visit our guide on importing ad partner cost data.

Note: this guide is for new Branch

In the legacy Branch experience, cost data ingestion through API connection, file upload, or email ingestion was called ROI Hub. In the new Branch experience, ROI Hub has been replaced by the Cost Import tab. Please note that this guide is about cost data in new Branch. For information on ROI Hub in legacy Branch, visit our legacy guide.

File requirements

Your file can have any name, but it must be a CSV file and end with the .csv file extension. For every row in your CSV, you must fill out the following columns:

• date (use the format YYYY-MM-DD)
• campaign_name
• cost (enter cost data in the format 1234.56 - do not include any currency symbols or commas)

If your file includes optional fields such as country_code or os, see the full file requirements for the accepted values.

Tip

In the new Branch experience, you no longer need to create a cost data file template before importing. Column mapping is handled directly on the import page under Verify column mapping, using Auto map fields or the column dropdowns.

Upload a file

To upload a file containing cost data:

1. Navigate to the ad partner's page and select the Cost Import tab.

2. Select Import, then Upload file.

3. In the Upload a file section, select Choose File and choose your CSV. Your file must end with the .csv extension.

4. Enter your Ad partner account ID (required) and select the Currency of your cost data (required).

5. When you select a file, Branch automatically reads your CSV's column headers into the Verify column mapping section. Select Auto map fields to automatically match your file's columns to Branch fields, or map each column manually using the Branch fields dropdowns.

   • Three Branch fields are required: date, campaign_name, and cost. If any of these aren't mapped, a red Required fields not mapped banner appears and you won't be able to upload.
   • To skip a column you don't want imported, map it to EXCLUDE FIELD.

6. Select the Upload cost file button.

After you upload

Once uploaded, the file appears in the Import history table on the Cost Import tab. Please note that the import may stay in the Pending state for several hours while the data is being processed. Once your data is processed, it will be reflected in your Branch reports.