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Upload and Validate

After filling out your CSV template, use the Upload and Validate tab to upload your file, validate the data, review any errors, and create the treatments.

Upload Process Overview​

The upload process consists of three main steps:

  1. Upload CSV File: Select and upload your filled CSV file
  2. Validation: System validates all data in the CSV
  3. Review and Confirm: Review validation results and confirm upload

Step 1: Upload Your CSV File​

Accessing the Upload Tab​

  1. Navigate to Manage → Treatments → Bulk Upload
  2. Click on the Upload and Validate tab
  3. Click the "Upload CSV" button or drag and drop your file

File Requirements​

  • Format: CSV (Comma-Separated Values)
  • Encoding: UTF-8
  • Maximum Rows: 100 treatments (plus 1 header row and optional documentation row)
note

The CSV file must use the exact template structure generated for your project. Using an old template or manually created CSV may cause validation errors.

Step 2: Validation​

Once you upload the CSV file, the system automatically validates:

Header Validation​

  • All required columns are present
  • No extra columns have been added
  • Column names match the template exactly (including case)

Row Structure Validation​

  • Number of columns matches header row
  • Number of treatment rows does not exceed 100
  • No rows have extra columns

Data Validation​

For each treatment row, the system checks:

Required Fields​

  • Treatment type is not empty
  • Name is not empty (max 100 characters)
  • Description is not empty
  • Start timestamp is not empty and valid UTC format
  • Target action is not empty (if required by project settings)
  • Surfaces is not empty

Field Format Validation​

  • Timestamps: Must be in valid UTC format
  • Tags: Must be semicolon-separated, all tags must exist in project
  • Target Action: Event must exist, properties must match event definition
  • Surfaces: Must be semicolon-separated, all surfaces must be associated with treatment type
  • MEG: Must exist in project
  • Content Fields: Must not exceed maximum character limits

Qualification Criteria Validation​

  • Qualification field N: Must exist in project or be a valid self-referencing treatment interaction pattern (format: InteractionType_(THIS_TREATMENT)_TimeWindow)
  • Qualification condition N: Must be valid for the data field type
  • Qualification value N: Must match the expected format for the condition
  • Apply qualification N if attribute not available: Only valid for User Attribute data fields; must be TRUE, FALSE, or empty

Step 3: Review Validation Results​

After validation completes, you'll see one of two outcomes:

Success: No Errors​

If validation passes:

  • Preview table displays all treatments that will be created
  • "Confirm Upload" button becomes enabled

Preview Table shows:

  • Treatment name
  • Description
  • Start/end timestamps
  • Tags
  • Qualification criteria
  • Any other configured fields

Failure: Validation Errors​

If validation fails:

  • Error table displays all validation errors
  • "Re Upload" button appears

Error Table Columns​

ColumnDescription
Row NumberThe exact row number in your CSV file (matching the row in your spreadsheet)
Column NameThe specific column with the error
Error TypeCategory of error
Error MessageDescription of what's wrong

Error Types​

  • MISSING_REQUIRED_FIELD - A required field is empty
  • INVALID_FORMAT - Data format is incorrect
  • INVALID_TIMESTAMP - Timestamp format is invalid
  • INVALID_VALUE - Value doesn't meet constraints (includes invalid conditions)
  • INVALID_TAG - Tag doesn't exist in project
  • TARGET_ACTION_NOT_FOUND - Target action event doesn't exist
  • SURFACE_NOT_AVAILABLE_FOR_TREATMENT_TYPE - Surface not valid for this treatment type
  • MUTUAL_EXCLUSION_GROUP_NOT_FOUND - MEG doesn't exist
  • DATA_FIELD_NOT_FOUND - Data field ID doesn't exist

Step 4: Fix Errors and Re-upload​

If validation fails:

  1. Open your original CSV file
  2. Fix the errors based on the error messages:
    • Navigate to the specific row and column mentioned
    • Correct the issue (refer to CSV Field Reference for proper formats)
    • Save the file
  3. Re-upload the corrected CSV file
  4. Wait for validation to complete again
note

Fix all errors before re-uploading. The system will re-validate the entire file each time.

Common Fixes​

Timestamp Errors​

Error: "Start timestamp must be in UTC format" Fix: Use format MM/dd/yyyy hh:mm a

Example:

Before: 2024-06-01 00:00:00
After:  06/01/2024 12:00 AM

Tag Errors​

Error: "Tag 'promo' does not exist in the project" Fix: Create the tag in the console first, or use an existing tag

Target Action Errors​

Error: "Event 'purchase' does not have property 'category'" Fix: Verify the event name and property names match your project exactly

Example:

Before: purchase (category: premium)
After:  purchase (product_type: premium)

Data Field Errors​

Error: "Data field with ID 99999 not found" Fix: Verify the data field ID exists in Manage → Data → Data Fields

Error: "Invalid treatment data field value" Fix: For self-referencing patterns, use the correct format: InteractionType_(THIS_TREATMENT)_TimeWindow

Example:

Before: viewed_last_7d
After:  Viewed_(THIS_TREATMENT)_last_7d

Data Missing Behaviour Errors​

Error: "Data missing behaviour can only be set for User Attribute data fields" Fix: Only set the "Apply qualification N if attribute not available" field for User Attribute data fields, not for treatment interaction patterns or event-based fields

Step 5: Confirm Upload​

Once validation passes with no errors:

  1. Review the preview table to ensure all treatments look correct
  2. Click "Confirm Upload" button
  3. Wait for creation to complete

Upload Progress​

  • Progress bar shows percentage complete
  • Status updates as treatments are created
  • Estimated time remaining is displayed
note

Do not close the browser tab or navigate away during upload. This may interrupt the process.

Upload Results​

After upload completes, you'll see:

Success Summary​

  • ✅ Number of treatments successfully created
  • Treatment IDs assigned
  • Timestamp of upload completion

Partial Success/Failure​

If some treatments fail during creation:

  • ✅ Number of successful treatments
  • ❌ Number of failed treatments
  • "Download Results" button to see which treatments failed and why

Tips for Successful Uploads​

  1. Start Small: Test with 5-10 treatments first before uploading large batches
  2. Validate Early: Generate template and fill one row to validate the format works
  3. Keep Backups: Save a copy of your CSV before making changes
  4. Fix All Errors: Don't ignore validation errors - they will prevent upload
  5. Check Prerequisites: Ensure tags, MEGs, and events exist before uploading
  6. Use Exact Names: Field values are case-sensitive - match them exactly
  7. Documentation Row: You can keep or remove the documentation row at the top - either way works fine
  8. Use Generated Template: Always start with a freshly generated template to ensure you have the latest column headers

Next: Check Bulk Upload History to view past uploads and their results.