Importing Company Categories
A Company Category in Ad Orbit is what type of business your customer is in. All companies must have at least one, primary category, but can have as many additional, secondary categories as desired. You can use your Company Categories to connect to specific publications and find companies that should advertise in those publications. There are reports that will break down your sales by category, and you can restrict ad placements in MagBuilder by assigning pages categories. This document will walk you through how to import Company Categories into Ad Orbit.
Note
If you do not want to have company categories, you can skip this import, and then when importing your companies you will use the system's default category of 'General' for the company category field.
Go to Settings > Data Import/Export > Import Data. You need the 'Import' User Permission to access this page.
Click on Company Category Import from Import Type
Click on Select Importer
Click on Generate CSV Header. This is going to give you the CSV file that you need to put your data on in order to import.
Company Category CSV File
The only required field is the Category Name.
Examples of Company Categories are:
General
Health
Food
Real Estate
Note
If you would like to use parent categories then those will need to be imported first on a separate sheet before you can make the association. An example of a parent category would be 'Food', with sub/child categories underneath the parent category such as 'Fine Dining' and 'Fast Food'.
After you have filled the data out on the CSV header it is now time to import. Navigate back to the import section by going to Settings > Data Import/Export > Import Data and select the Company Category import. Choose your file to import.
Once you have selected the file you want to import click on start.
After you select start you will see some of your data populate in the table. Ensure that the data matches the headers. For example, your Category names are lining up in the Category Name field.
After you have verified that your data is populating correctly select next.
Before you begin your import, you are going to want to run a test import. The test import is run to see if your data import csv file will populate any errors.
If your test import has any errors these will populate in the highlighted area and you will be able to download the error report to fix the errors.
Receiving the Error Files:
When you download the error files, you will get two separate sheets:
"Errors" Sheet: This sheet contains a list of all the specific errors found during the data processing. It identifies the exact issues with your data in a detailed format.
"Failed Records" Sheet: This sheet contains the entire dataset, but only for the records that have failed validation or encountered issues.
Which Sheet to Focus On:
For this particular step, you should only focus on the "Errors" sheet. This sheet gives you the specific details of the errors that need attention.
Fixing the Errors:
Once you have identified the errors in the "Errors" sheet, go back to your original CSV file. You will need to fix the issues directly in that file based on the errors you’ve found.
The "Errors" sheet may show you things like missing data, incorrect formatting, or mismatched fields.
After fixing the errors in your original CSV file based on the details from the "Errors" sheet, you should be able to re-upload or re-process your corrected file, ensuring that it now passes validation without errors.
If your test import was successful you can proceed by selecting Begin Import.
The data has been successfully imported into Ad Orbit. If you see any errors populate follow the steps below:
Receiving the Error Files:
When you download the error files after processing your actual import (not the test round), you will receive two separate sheets:
"Errors" Sheet: This sheet lists all the specific errors found during the import process. It will show you what went wrong with each record based on the system’s validation checks.
"Failed Records" Sheet: This sheet contains all the records from your dataset that have failed during the import process.
Which Sheet to Focus On for the Next Step:
For this step, you will need to focus on both the "Errors" sheet and the "Failed Records" sheet. Here’s why:
Errors Sheet: This sheet will give you detailed information about the specific errors for each record. It will tell you the exact nature of the problem (e.g., missing fields, incorrect data types, formatting issues, etc.).
Failed Records Sheet: This sheet, on the other hand, shows you the complete set of records that failed during the import. It’s useful because you can directly view and isolate just the failed data. This makes it much easier to identify and correct the exact set of records that need attention.
Fixing the Errors:
Once you've identified the errors in both sheets:
Start by reviewing the "Failed Records" sheet to focus solely on the records that have issues. This narrows down the dataset and allows you to focus only on the problematic records.
Cross-reference the data in the "Errors" sheet to see the specifics of what is wrong with each record. For example, if an error in the "Errors" sheet states that a certain field is empty or formatted incorrectly, you can go to the corresponding record in the "Failed Records" sheet and fix the issue directly in that record.
Fix the errors in the failed records file based on the information from the errors sheet. You will be adjusting the fields or correcting data to make sure all errors are resolved.
Re-importing the Corrected Data:
Once you've corrected the errors, you can re-import the corrected dataset back into the system. After the import, if there are still any issues or errors left, they will populate again in the error files. This is the normal process — you’ll continue to review and fix the errors in the same manner:
Download the error files.
Focus on both the "Errors" and "Failed Records" sheets again.
Correct the issues in the Failed Records file.
Re-import the updated file.
Repeat this process until there are no errors remaining.
Now that your data has been successfully imported you will need to validate the data. Validating the data means that you will check to make sure the imported data mapped correctly into the system.
Go to Settings > Contacts > Company Categories. You need the User Permission 'Company Categories' to access this page.
The data in the import has been mapped correctly and the data validation has been completed.
New 4/24/2025