Bulk Management Global Filters

Bulk Management for Global Filters allows you to create, update, and delete Global Filters at scale through CSV import/export. This is particularly useful when you need to provision multiple filters across advertisers or update configurations in bulk.

Overview

There are several actions that can be taken through the Bulk Management feature for Global Filters:

  • Export all existing Global Filters and their advertiser-level overrides to CSV
  • Create brand new Global Filters for your agency
  • Update existing Global Filters including their configurations and advertiser overrides
  • Delete Global Filters
  • Create advertiser-specific overrides for existing Global Filters
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Global Filter Requirements

Global Filters must reference valid networks and use supported operation types. The system will validate these values during import and provide detailed error reporting for any issues.

How to Access

  1. Navigate to SettingsBulk Management
  2. Click the Export button for Global Filters to download your current configuration
  3. Make changes to the CSV file
  4. Click the Import button to upload your changes
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Pro Tip

Always export first to see the exact format and structure. This ensures your import file matches the system's expectations.

Column Definitions

Column HeaderDetails
ActionRequired. Accepted Values:
Add - Create a new Global Filter or advertiser override
Update - Modify an existing Global Filter or override
Delete - Remove a Global Filter or override
Ignore - Leave blank or use "Ignore" to skip processing this row
Global Filter IDThe unique ID for an existing Global Filter. Not required when adding new filters since a unique ID hasn't been assigned yet. This ID must remain for existing filters you wish to update, otherwise the system will not find a match.
Advertiser CompanyThe Company name of the Advertiser if this row represents an advertiser-specific override. Leave blank for agency-level Global Filters.
Advertiser IDThe Advertiser ID if this row represents an advertiser-specific override. Leave blank for agency-level Global Filters.
Parent Filter NameRequired when creating advertiser overrides. The exact name of the parent Global Filter that this override is based on. The system will automatically link this override to the parent filter.
NameRequired for new filters. The display name of the Global Filter. This field is case sensitive. For advertiser overrides, this will typically match the Parent Filter Name unless you want to display a different name.
Network Definition NameRequired. The advertising network this filter applies to. Must be a valid network name recognized by NinjaCat (e.g., google_adwords, facebook_ads, linkedin_ads). Multiple networks can be specified by separating them with semicolons.
Dimension NameRequired. The dimension field from the advertising network that this filter will query (e.g., google_adwords:DIM_CampaignName, facebook_ads:DIM_AdGroupName). This must match the exact field naming convention used by the network.
Operation TypeRequired. The comparison operation to use. Accepted values:
EQUAL
NOT_EQUAL
CONTAINS
NOT_CONTAINS
STARTS_WITH
ENDS_WITH
GREATER_THAN
LESS_THAN
GREATER_THAN_OR_EQUAL
LESS_THAN_OR_EQUAL
ValueRequired. The value to compare against using the specified operation. For multiple values with EQUAL/NOT_EQUAL operations, separate with pipe characters (|).

Creating Advertiser Overrides

When you need to create advertiser-specific versions of a Global Filter:

  1. Ensure the parent Global Filter exists (either already in the system or being added in the same import)
  2. Fill in the Advertiser Company and Advertiser ID columns
  3. Reference the parent filter's name in the Parent Filter Name column
  4. Configure the override's specific settings (Network Definition Name, Dimension Name, Operation Type, Value)

Smart Import

You can add new Global Filters AND their advertiser overrides in the same CSV import. Just reference the parent by name in the override rows — the system will create the parent first, then automatically link the overrides.

Import Process

Step 1: Prepare Your CSV

  • Download the current configuration using the Export button to ensure proper formatting
  • Make your changes following the column definitions above
  • Save the file in CSV format

Step 2: Upload and Review

  • Click the Import button in the Bulk Management page
  • Select your prepared CSV file
  • Review the preview of changes that will be made

Step 3: Monitor Progress

  • Watch the real-time progress indicator as your import processes
  • The system validates each row for correct operation types, network names, and required fields
  • Processing continues even if individual rows fail validation

Step 4: Review Results

  • Upon completion, you'll see a summary of successful and failed operations
  • If any rows failed, download the error report CSV showing exactly which rows failed and why
  • Failed rows can be corrected and re-imported without affecting successfully processed rows

Important Notes

  • Deleted Advertisers: Overrides for deleted advertisers are automatically excluded from exports
  • Case Sensitivity: Filter names and some field values are case sensitive
  • Network Validation: Network names must exactly match NinjaCat's recognized network identifiers
  • Operation Types: Operation values must match the accepted values listed above exactly (note: they are in UPPER_SNAKE_CASE format)
  • Multiple Values: When using multiple values with EQUAL or NOT_EQUAL operations, separate them with pipe characters (|)
  • Bulk Operations: Large imports (hundreds of rows) are fully supported with progress tracking