Getting Started With Bulk Management (Legacy)
The Bulk Management Tools let you create and manage multiple objects at once with single operation. You can use Bulk Management Tools to work with data sources, derived signals, destinations, folders, models, segments, and traits.
The Bulk Management Tools are not supported by Audience Manager. This tool is provided for convenience and as a courtesy only. For bulk changes, we recommend that you work with the Audience Manager APIs instead. RBAC group permissions assigned in the Audience Manager UI are honored in the Bulk Management Tools.
This feature uses a Microsoft Excel spreadsheet with macros that make secure, authenticated calls to the [!DNL Audience Manager] APIs. The API provides the methods and services that let you make changes in bulk. You don't have to know how to code or work with our APIs to use it. The worksheet contains column headers and tabs that perform specific bulk change functions. To make bulk changes, all you do is add the pre-defined headers to specific worksheets, provide the information you want to change in bulk, and click an action button. The worksheet and the APIs do the rest of the work for you.
Download the latest worksheet here.
To use the Bulk Management Tools, you need the following:
- Your Audience Manager user name and password. As a customer, you should already have these credentials.
- An API client ID and secret key. Your account manager can provide you with these.
- The Bulk Management Tools worksheet. Download the worksheet to get the latest version.
- Microsoft Excel running on Windows or in a Microsoft Windows virtual machine running on macOS X. You must use 32-bit Excel for the Bulk Management Tools to work.
- You must Enable Macros for the Bulk Management Tools to work.
Bulk changes require authentication. Before making any action, you must log in. Because the worksheet makes API calls, you need to configure it to authenticate into your user account.
API authentication requirements
Bulk changes require authentication. When you select an action, the worksheet prompts you to log in. Because the worksheet makes API calls, you need to configure it to read your secret key. And, the Domain field lets you make bulk changes in a staging/test environment or against your live, production account.
API authentication requirements
To set up API authentication, you must:
- Copy and save the secret key to a text (.txt) file.
- Name the text file with your API client ID. For example, if your client ID is "Bulk-User," save the key in a file titled "Bulk-User.txt."
- Save the secret key and worksheet together in the same folder.
When making bulk changes, you'll still have to enter a user name, password, client ID, and domain, but API authentication is automatic.
The Bulk Management Tools worksheet consists of action tabs, action buttons, and a Headers tab. The Headers tab contains the pre-formatted column headers used by the action tabs. The action tabs contain macros that perform your selected bulk operation. To perform a bulk operation, you copy a set of headers into the appropriate action tab, enter header data, and click an action button.
Open the spreadsheet and click an action button to get started.
The table below lists the operations you can perform and items you can manipulate with the [!UICONTROL Bulk Management Tools] worksheets.
Bulk actions appear in tabs at the bottom of the worksheet and include:
The objects you can change in bulk are located under the Headers tab and include:
Bulk operation example
As an example, let's take a look at how to create multiple traits at one time. To create multiple traits in a bulk operation you would:
Click the Headers tab and copy all the labels under the Create a Trait option.
Click the Create tab and paste the labels starting in row 1, column A.
Provide information related to each column header and click Create Traits. This action prompts you to log on. Your bulk job runs after you successfully authenticate (see the authentication requirements below). Check the lower left corner of the worksheet for a job status notification.