Importing Media Plan File Specifications
When importing a media plan in Basis, you are required to use the template exported from Basis and saved as either an XLSX or CSV file.
Do not add, edit, or delete anything in the Instruction and Header rows (rows 1-4) from the exported template, or add or delete any columns. This will cause an error when trying to upload the file.
The file fields must be formatted according the specifications detailed in the table below.
The file can't exceed 150 KB and 300 line items.
For accepted rate types by format, see Accepted Rate Types for Search, Social, and Direct Line Items, Accepted Rate Types for DSP Line Items, and Accepted Rate Types for Digital Out-of-Home.
*Required fields
| Field Name | Accepted Values / Format | Notes |
|---|---|---|
| *Advertising Channel |
Direct DSP Search Social |
Traditional line items are not supported. Select from the dropdown options available for this field. |
| *Vendor |
The Vendor must match exactly how it is entered in Basis. View exact Vendor and Property names in Inventory Directory. For DSP, enter Basis DSP or leave blank. |
Do not edit for existing line items. |
| *Property | The Property must match exactly how it is entered in Basis. | Do not edit for existing line items. |
| Line Item |
Can't exceed 255 characters. Can't include the following characters:
|
|
| Platform |
Linear Television Mobile Tablet Web Browser Other |
|
| Formats |
Display Video Audio Text Interstitial |
Text is not supported for DSP. |
| KPI |
Click-through Rate (CTR) or CTR Cost per Action (CPA) or CPA Cost per Click (CPC) or CPC Cost per Complete View (CPCV) or CPCV Cost per Thousand Imps. (CPM) or CPM Delivery Video Completion Viewability Rate |
Select from the dropdown options available for this field. |
| KPI Goal | Must be entered as a decimal | |
| Size |
Format = #x# Separate sizes with a comma and space |
Example: 160x600, 300x50, 300x250 |
| Naming Convention Custom Fields | Naming conventions must exist within the media plan to be uploaded. | If a custom naming convention exists within the media plan, the column name displays the naming convention field from the media plan. |
| Start Date | Format = mm/dd/yy or mm/dd/yyyy |
Example: 11/29/22 or 11/29/2022 Field is locked for non-DSP channels after the campaign has been approved if the start date is the current or past date. |
| End Date | Format = mm/dd/yy or mm/dd/yyyy | Example: 03/06/23 or 03/06/2023 |
| Rate Type |
CPC Dynamic CPM Dynamic CPC Dynamic CPCV (Video Format Only) CPCV (Video Format Only) CPA CPV (Video Format Only) CPVI Delivery Video Completion Viewability Rate |
Select from the dropdown options available for this field. |
| Available Units | Must be a number | |
| Total Units | Must be a number | |
| Media Rate | Must be a number | |
| Margin | Must be a number | |
| Ad Serving Rate | Must be a number | When importing a file, the Ad Serving Rate Type defaults to CPM. To update the Rate Type to CPC, go the Media Plan in Basis. |
| Gross Cost | Must be a number | |
| ID | Do not edit, remove, or add this field. If adding a new line item, this field should be left blank. |
Accepted Rate Types for Search, Social, and Direct Line Items
| Formats | ||||
|---|---|---|---|---|
| Display | Video | Audio | Text | Interstitial |
|
Dynamic CPM Dynamic CPC CPM CPC CPA CPVI Flat Impressions Added Value Impressions |
Dynamic CPM Dynamic CPC CPM CPC CPA CPVI Flat Impressions Flat Views Flat Completed Views Added Value Impressions Added Value Views Added Value Completed Views CPV CPCV Dynamic CPCV |
Dynamic CPM Dynamic CPC CPM CPC CPA CPVI Flat Impressions Added Value Impressions |
Dynamic CPM Dynamic CPC CPM CPC CPA CPVI Flat Impressions Added Value Impressions |
Dynamic CPM Dynamic CPC CPM CPC CPA CPVI Flat Impressions Flat View Flat Completed Views Added Value Impressions Added Value Views Added Value Completed Views CPV CPCV Dynamic CPCV |
Accepted Rate Types for DSP Line Items
| DSP Formats (any or all) | Accepted Rate Types |
|---|---|
|
Display, Video, Audio, Interstitial |
CPM CPC Dynamic CPM |
Accepted Rate Types for Digital Out-of-Home
| Format (One or both formats can be selected. All other DSP formats will be disabled.) | Accepted Rate Types | KPIs | Size |
|---|---|---|---|
| Display - Digital Out -of-Home |
CPM CPC Dynamic CPM |
CPM Delivery Viewability Rate |
Enabled |
| Video - Digital Out- of -Home |
CPM CPC Dynamic CPM |
CPM Delivery Viewability Rate |
Disabled |