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Bulk Upload Options - Guidelines

This article explains how to prepare and edit your bulk upload file before uploading budgets & other attributes in Optmyzr.

Radhika Shenoy avatar
Written by Radhika Shenoy
Updated over a week ago

Before You Begin

  • Bulk uploads must follow the exact structure of the sample file downloaded from Optmyzr.

  • Column headers, formats, and entity-specific rules are strictly verified.

  • Cells marked as read-only or 'NA' cannot be edited

  • Leaving a field empty will not make any changes. The system will take into consideration existing values.

  • The sample file contains real, up-to-date Optmyzr data, not dummy data. You can re-download it at any time to get the latest values.

Downloading Sample Data

The Bulk Upload Options allow

1. Account attributes

2. Immediate Budget changes

3. Budget changes for a future date

You'll see the option to 'Download Sample Data' at the top of the Bulk Upload Options side tray.

Select Entities to Include in Sample File

Before downloading the sample file, you are required to select whether you want to work with Accounts and/or Budget Groups. (We currently don't support bulk updates for portfolios.)

This selection determines:

  • Which columns are populated

  • Which validations or verifications apply

Only the selected entities are included in the downloaded file. This helps us understand what you currently want to update and which columns to populate.

The downloaded file contains live data already stored in Optmyzr. It reflects current target budgets, currency, existing attributes, and any upcoming budget changes. If your data changes, you will need to download the file again.

File Structure Requirements

  • The first row must contain column headers

  • Header names must exactly match the sample file

  • Files must be in CSV format

  • Maximum file size: 10 MB

  • Each row must be unique

Uploading a file with missing or renamed headers will result in an error.

If you want to upload changes using a Google Sheet, ensure that Optmyzr has access to the sheet. It needs to be shared with (view access)

optmyzr-data-integrations@dataintegrations-398709.iam.gserviceaccount.com.

Understanding Columns in the File

Below is an explanation of the columns you’ll see in the sample file.

  1. Type: Indicates the entity type (account or budget group)

  2. Budget Group ID: This field is required for the Budget Group. For Accounts, this field is usually empty, but if an Account ID is entered, it is accepted. Any random or invalid value will trigger an error

  3. Name: This field displays the Account or Budget Group name
    ​

  4. Account/Portfolio ID: This is for the Account ID or the ID of the parent Account/Portfolio for Budget Groups
    ​

  5. Account Type: Specifies the platform of the account — Google Ads, Microsoft Ads, Amazon Ads, Yahoo Japan, Facebook Ads, and Portfolio. Keep in mind that the platform names should be entered exactly as mentioned here, including spaces and capitalization.
    ​

  6. Currency: Read-only field displaying the currency associated with the entity
    ​

  7. Target Budget: Used to set, update, or delete budgets. The column supports only numeric values. You can enter decimal values and use commas for group separators.

1,234.5 (One thousand two hundred and thirty four point five)

✅

1 234.5 (One thousand two hundred and thirty four point five)

❌

1.234 (One thousand two hundred and thirty four)

❌

8. Budget Cycle: Displays the budget cycle duration (monthly)
​

9. Cycle Date: Represents the recurring renewal date of the budget cycle. For Accounts, the cycle date needs to be entered as a numeric value between 1 and 30. For Budget Groups, the values cannot be anything other than 1.

10. Budget Start Date: This column lets you set the date from which Optmyzr will respect the set target. The format for the budget start date is 1-January-2026.

11. Owner: Displays the email address of the account owner.
​

12. Tags: Any tags associated with the account will be mentioned in this column. You can update them from here, but you'll need to follow this exact format: ['tag1','tag2','tag3']

  • Enclose your list of tags in square brackets

  • Use single quotes

  • Separate tags by commas

13. Notes: Text field displaying any notes associated with the account
​

14. Remarks: This column is informational and highlights special conditions. For example, if an entity already has a future-dated budget change, this column will indicate that. If you attempt to update such an entity using the “Update budgets now” option, it will trigger an error. You must instead use the “Set budgets for future dates” option for these.

Changing anything in this column will not be taken into consideration when the sheet is uploaded.

Entity Specific Behavior

The bulk upload file must follow the exact structure of the sample file downloaded from Optmyzr.

The table below explains each column — which entities it applies to, whether it can be edited, and whether it is applicable to update budgets and other attributes or to set budgets for future dates.

COLUMN NAME

ACCOUNTS

BUDGET GROUPS

EDITABLE

APPLICABLE TO UPDATE BUDGETS & OTHER ATTRIBUTES OR SET BUDGETS FOR FUTURE DATES

TYPE

✅

✅

No

Both

BUDGET GROUP ID

❌

✅

No

Both

NAME

✅

✅

Yes, only to update budgets and other attributes now. It is a read-only column while setting budgets for future dates.

Both

ACCOUNT / PORTFOLIO ID

✅

✅

No

Both

ACCOUNT TYPE

✅

✅

No

Both

CURRENCY

✅

✅

No

Both

TARGET BUDGET

✅

✅

Yes

Both

BUDGET CYCLE

✅

✅

Yes

Both

CYCLE DATE

✅

✅

Yes, only to update budgets and other attributes now. It is a read-only column while setting budgets for future dates.

Both

BUDGET START DATE

✅

✅

Yes

Set budgets for future dates

OWNER

✅

❌

Yes, only to update budgets and other attributes now. It is not applicable while setting budgets for future dates.

Update budgets & other attributes now

TAGS

✅

❌

Yes, only to update budgets and other attributes now. It is not applicable while setting budgets for future dates.

Update budgets & other attributes now

NOTES

✅

❌

Yes, only to update budgets and other attributes now. It is not applicable while setting budgets for future dates.

Update budgets & other attributes now

REMARKS

✅

✅

No

Both

Columns That Can Be Deleted

You can delete certain column data, such as Target Budget and notes, and this will reflect in your account. To delete data, enter <DELETE> in the corresponding row and column. Please keep in mind that the command to delete anything should be in the exact format mentioned above.

Refer to the list below to see which attributes or columns can be deleted:

1. Update budgets & other attributes now

  • Cycle Date - Deleting sets it to 1. Deleting the cycle date is not allowed if there is an existing tracker.

  • Target Budget - Deleting Target Budget also removes the tracker and closes any triggered alert. If there is a future entry already present for the account or budget group, we don't allow any editing or deleting of the Target Budget.

  • Tags - You can edit or delete tags if the entity type is Account. The column is not supported for Budget Groups.

  • Notes - You can edit or delete notes if the entity type is Account. The column is not supported for Budget Groups.

2. Set budgets for future dates

  • In case of setting budgets for future dates, only the target budget is editable, and we don't allow deleting it if it has an effective date of today.

Review Errors

Before applying changes, you will be able to see a preview screen that classifies rows as:

  • Valid rows with changes

  • Valid rows with no changes

  • Rows with errors

Only valid rows with changes will be applied. You can edit rows with errors and re-upload the file.

You can read the full user guide for Bulk Upload Options here.

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