Does it seem like you’re spending excess time manually updating information to keep your business in synch with your software? Data loading is used within Operative.One to create or update large sets of data.

1. 1
Data Loading Updates to
Products & Packages

2. Agenda
! Today’s Goals
! Presenter Introductions
! Product/Package Overview
! Corey Frickel – Steps to Load Products and Packages
! Brian Ferrantino – Demonstrations
! Q & A

3. Webinar Presenters
! Subject Matter Experts:
! Brian Ferrantino
! Implementation Engineer on Implementation Team (since March 2012)
! Technical configurations, including third party integrations
! Corey Frickel
! Configuration Specialist on Implementation Team (since January 2013)
! Conducts data loads ALL DAY LONG
! Organizer & Facilitator: Janet Loder, Sr. Training Manager, Operative

4. Webinar Goals
! Following this webinar, you will be able to:
! More deeply understand the data loading functionality available in
Operative.One
! Perform updates to large sets of product and/or package contents
! Confidently manage your product/package taxonomy to ensure
that your business and software are in synch
Key Business Benefits: Decrease the manual effort required to update
product/package information & free up resource time as a result

5. Product/Package Management Overview
! During implementation, Operative Consultants help add product/
package data into the system
! As your business changes over time, you need to keep the data
current in Operative.One
! Create and edit standard products and package products
! Via the User Interface (UI)
! Data loading

6. Product/Package Management – UI
! Demo – Manage Products/Packages in the User Interface

7. Data Loading – Some Basics
! What? Data loading is a way to get information into Operative.One
! When? Use data loading when many items must be created or edited,
and the loader would be faster than the user interface
! Who? Operative.One users with the role AD_MASTER can load data
! Where? Ad Slots, Targets, Product Rate Card Property, Product Cost
Method Pricing, Products, Package Products, Accounts/Contacts can
all be loaded
! How? Complete templates then load in Administration > System >
Object Import/Export
!
Help found in Operative.One online help topic

8. Online Help for Data Loading
! Help found online in
Operative.One
§ Inline help text on
Bulk Data Loaders
§ Bulk Data Loaders
User’s Guide

9. Basic Steps to Load Products/Packages
1. Log a case with support.operative.com to request a product or
package export of the desired tenant, and receive the file
2. Locate desired products/packages; copy into new XLS workbook
3. Make updates/additions to the products/packages and save file
4. Load the saved loader in Administration > System tab > Object
Import/Export
5. Validate changes/additions in the UI by searching for items in
Administration > Ad Master Model > Products

10. Step 1a: Open a Support Case
! Log a case with support.operative.com
! Request product or package export of the desired tenant
! Have a list of items to edit, and the edits you want to make
! Support will send the requested export to you
! Make no changes to column order or headers
!
Note: Operative encourages you to perform the initial upload into a
staging/sandbox tenant; Please contact your Client Partner if you do not
have a sandbox tenant.

11. Step 1b: Receive the Export
! Make no changes to column order or column headers
! Each product has one UPDATE row for its details (targets, tags,
creative specs)
! A product will have a MAP row for each Ad Slot to which it is mapped

12. Step 2: Locate Desired Products, Copy
to New XLS
! Make no changes to column order or headers
! Use filters or other search methods to identify the subset of products
you intend to edit
! Copy and paste the subset, including the column headers, into a new
XLS 97-2003 workbook
! This becomes the file you will load into Operative.One

13. Step 3: Make Edits/Additions to Data
! In the new workbook, make the desired edits/additions
! Save the file

14. Step 4: Load the Modified Template
! Operative.One user with
AD_MASTER role can load
the modified template
! Administration > System >
Tools > Object Import/Export
! Select the object to load
! Select the file
! Validation
! Import Queue

15. Step 5: Verify the Imported Data
! Administration > Ad Master Model > Products
! Search for products/packages created or edited using the
loader

16. Demonstration #1
! Product Update – Add 2 Embedded Targets to 300x250
products
§ Ad Type=Sponsorship
§ Gender=Male

17. Demonstration #2 – Planted errors
! Product Update – Adding 2 Tags to 160x600 products
§ hockey
§ male

18. Important Product/Package Rules
! Updating creative specs, targeting templates, or home catalog location?
§ Must match system exactly
! Updating additional catalog locations or tags?
§ Must match system exactly
§ Multiple values separated by semicolons (;) with no spaces
(e.g. hockey;men)
! Updating embedded targets?
§ <Target Name>=<Option> (e.g. Ad Type=Sponsorship|Gender=Male)
§ Multiple values separated by pipe (|) with no spaces

19. Online Help for Data Loading
! Help found online in
Operative.One
§ Inline help text on
Bulk Data Loaders
§ Bulk Data Loaders
User’s Guide

20. Recap
! 5 Steps to load updates to products and packages in Operative.One
1. Open Support case requesting latest Product/Package export
2. Locate products to edit, copy those into new XLS workbook
3. Make updates/additions and save the file
4. Load the saved file in the Object Import/Export tool
5. Validate changes were made within the user interface (UI)
! Demos
! Recording and presentation will be available soon