How does batch processing work?
You start by creating an export of all transactions in a given period from your own system. Make sure you export the unique transaction IDs of transactions that have been completed or those that have been canceled.
- Go to the 'Transactions'/'Batch Processing' menu.
- Select the correct campaign (note: only one campaign per batch is possible).
- Select the correct period.
- Paste all Transaction IDs (or Daisycon ID 's) in the field. It is also possible to upload a CSV or XLS file with all transaction data in one batch. To do so, follow the steps below with 'batch processing by file upload'.
- The system will select only the transactions from transaction IDs that are also registered by Daisycon.
- Check if the data is correct and then choose to reject or approve depending on which transactions you exported from your own system.
- Then click the 'Process' button. It may take several minutes for the import to complete.
Batch processing by file upload
It is also possible to approve a large number of transactions by uploading a CSV or XLS file. With this option it is also possible to modify transaction data such as commission. To do so, follow the following steps:
- Go to the 'Transactions'/'Batch processing' menu.
- Click on 'Upload a file'.
- Drag the file into the field, or click on the field and select the file with the transaction data.
- Note! Make sure the file contains transactions from only one campaign.
- Configure the file and then click 'Map columns'
- Wait a few seconds for the system to map the first fields. Then check that all fields are mapped correctly. Fields that are not used do not need to be mapped.
- Click on 'Validate file'.
- Check that the data is correct and then click 'Import file'. It may take several minutes for the import to complete.
To process transactions properly (in batch), it is important that the Transaction ID and any other transaction data from your own system matches the values provided in the conversion pixel. Read all about implementing and optimizing the conversion pixel here.