Getting Started With Bulk Management

Prerequisites, downloads, available operations, and authentication requirements.

Attention: 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.

Prerequisites

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 verison (v0.4.2).
  • Excel running on Windows or in a Windows virtual machine running on OS X. 32-bit Windows is preferred.

Actions and operations

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 Bulk Management Tools worksheets.

Actions Objects

Bulk actions appear in tabs at the bottom of the worksheet and include:

  • Requests
  • Update
  • Create
  • Estimate
  • Delete

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:

  1. Click the Headers tab and copy all the labels under the Create a Trait option.
  2. Click the Create tab and paste the labels starting in row 1, column A.
  3. 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.
Note: When working with large requests, the worksheet might become unresponsive and appear to be inactive. In these cases, just leave it alone. The worksheet will become responsive when the bulk request is complete. If the worksheet does not respond for a long period of time, see the troubleshooting section.

Authentication requirements and options

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.

Domain authentication options

Domain authentication gives you the option to test bulk requests or apply them directly to your production account. Making bulk changes to the test environment won't affect your production account. Production changes are effective immediately. The Domain field accepts the following addresses, depending on the environment you want to work in:

  • Testing: staging-api.demdex.com
  • Production: api.demdex.com