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Generate CSV Template

The first step in bulk uploading treatments is to generate a CSV template tailored to your specific treatment type and requirements.

Accessing Template Generation​

  1. Navigate to Manage → Treatments → Bulk Upload
  2. You'll see the Generate Template tab (default view)

Template Configuration​

You can configure the template with the following options:

Required Fields​

1. Treatment Type​

Select the treatment type for all treatments in this upload.

  • Example: POPUP_BANNER
  • All treatments in a single CSV must be of the same treatment type

2. Languages​

Select one or more languages for content fields.

  • Example: English, Japanese, French
  • Language-specific content fields will be generated for each selected language
  • For example, if you select English and Japanese, columns like title_en, title_ja, body_en, body_ja will be generated

3. Qualification Criteria Count​

Specify the number of Qualification Criteria columns to include in the template.

  • Default: 0
  • This determines the maximum number of qualification criteria any single treatment in this CSV can have
  • Each Qualification Criteria generates 4 columns: Qualification field N, Qualification condition N,Qualification value N, Apply qualification N if attribute not available
  • Example: If you select 5, the template will include columns for Qualification Criteria 1 through 5 (20 columns total)
  • Unused Qualification Criteria columns can be left empty in the CSV

Next Steps​

After generating the template:

  1. Download and Save: Save the template to a location you can easily find
  2. Fill Out the CSV: Add your treatment data
  3. Validate and Upload: Move to the Upload and Validate tab