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Using the bulk edit CSV tool

The onsite Bulk Edit CSV Tool makes it easy to update or duplicate multiple ad campaigns at once. You can pause campaigns, change bids, edit dates, update products, keywords and more; all in a few quick steps.

How to access the bulk edit tool:

You'll see Campaign Bulk Edit in the Campaign Management section of the navigation bar, marked with a New badge when it first becomes available to you.

How to use the bulk edit tool

This tool supports onsite product ad campaigns only. To manage Banner and Banner X campaigns, use the Campaign Manager UI.

Bulk update: Edit multiple campaigns

Use this workflow to modify multiple existing campaigns at once.

  1. Open the tool

    1. View all product ad campaigns for your team from the Bulk Edit tab: https://campaign.citrusad.com/bulk-edit/campaigns.

      1. Please note: product ads are supported, to manage Banner and Banner X campaigns, use the Campaign Manager UI.

  2. Filter campaigns

    1. Use filters (name, status, approval, placement) to narrow down which campaigns you want to update.

    2. Optionally, use the checkboxes to select specific campaigns.

  3. Export to CSV

    1. Click the Bulk Edit button in the top-right corner.

    2. Select Update → Export [N] campaigns to CSV file.

    3. You'll get a file with all filtered/selected campaigns and their details.

  4. Edit the file

    1. Open the CSV in Excel or Google Sheets.

    2. Make changes as needed—status, bids, dates, keywords, products, etc.

    3. For every row you change, set the bulkUpdated column to TRUE. Only these rows will be processed for updates.

  5. Upload the file

    1. Click Bulk Edit → Update → Upload bulk update CSV file.

    2. Select your edited CSV file.

    3. Review the confirmation showing how many rows will be updated.

    4. Click Process CSV Changes.

  6. Check for errors

    1. The tool will confirm success or provide a downloadable file with any failed rows to fix.

    2. Review which campaigns failed and update/correct those rows in the CSV before re-uploading.

Bulk duplicate: Create new campaigns from existing ones

Use this workflow to create copies of existing campaigns with new settings—perfect for seasonal campaigns or rolling out similar campaigns across different dates.

What gets copied from the original campaign:

  • All products/SKUs

  • All keywords (exact, phrase, and negative)

  • Targeting settings (categories, locations, placements)

  • Campaign type and bidding strategy

What you can customize in the CSV:

  • New campaign name (required, must be unique)

  • Team and wallet

  • Start date and end date

  • Always On setting

  • Active state (Active, Inactive, Draft, Archived)

  1. Open the tool

    1. View all product ad campaigns for your team from the Bulk Edit tab.

  2. Select campaigns to duplicate

    1. Use filters or checkboxes to select the campaigns you want to use as templates.

  3. Export the duplicate template

    1. Click the Bulk Edit button in the top-right corner.

    2. Select Duplicate → Export [N] campaigns to CSV file.

    3. A CSV template will download with the selected campaigns.

  4. Edit the file

    1. Open the CSV in Excel or Google Sheets.

    2. For each campaign you want to create:

      1. Change the name to something unique.

      2. Update startDate and endDate as needed.

      3. Adjust isAlwaysOn and activeState if required.

    3. Set the bulkUpdated column to TRUE for each row you want to process.

  5. Upload the file

    1. Click Bulk Edit → Duplicate → Upload bulk duplicate CSV file.

    2. Select your edited CSV file.

    3. Review the confirmation showing how many campaigns will be created.

    4. Click Process CSV Changes.

  6. Check results

    1. Successfully created campaigns will appear in your campaign list.

    2. Any failures will be provided in a downloadable error file for you to fix and retry.


CSV field reference:

Bulk Update fields

Field
Description
Editable
Example

bulkUpdated

Used to specify whether you've edited the campaign. Set this to TRUE for campaigns you are editing.

Yes

true

id

The reference ID of the campaign being updated.

No

5300b7d4-6a03-4d14-a2bb-c727e0fb1922

name

Campaign name.

Yes

Autumn Keyword Optimization

teamName

Name of the team. Cannot be edited.

No

Demo Team

walletName

Name of the wallet. Cannot be edited.

No

Default Wallet

isAlwaysOn

Specifies whether the campaign is always on. This must be true, or an end date must be set.

Yes

true

startDate

Specifies when the campaign starts.

Yes

2026-11-13, 00:00:00

endDate

Specifies when the campaign ends.

Yes

2027-01-31, 23:59:59

products

Specifies exact catalog:product pairings on the campaign. Values must be entered as catalog:product pairings.

Yes

ed2b48ae-2ac1-4a32-9f14-ca54af79ca85;5699144,ed2b48ae-2ac1-4a32-9f14-ca54af79ca85;5699143

exactSearchTerms

Specifies exact match keywords on the campaign. Keyword bids can be specified using a semicolon.

Yes

Example with bid set: mango ice cream;0.5 Example list using campaign-level bid: ice blocks,dairy ice cream,ice block,ice creams,ice cream

phraseSearchTerms

Specifies phrase match keywords on the campaign. Keyword bids can be specified using a semicolon.

Yes Leave empty if not offered by your retailer.

ice cream;1

exactNegativeSearchTerms

Specifies exact negative match keywords on the campaign.

Yes Leave empty if not offered by your retailer.

chocolate dairy ice cream

phraseNegativeSearchTerms

Specifies phrase negative match keywords on the campaign.

Yes Leave empty if not offered by your retailer.

chocolate

maxBid

Specifies the campaign-level bid to update.

Yes

0.5

activeState

Specifies the campaign's active state. Must be one of: - Active - Inactive - Archived

Yes

Active

Bulk Duplicate fields

Field
Description
Editable
Example

bulkUpdated

Set to TRUE for rows you're creating.

Yes

true

baseId

The ID of the campaign to duplicate from.

No

5300b7d4-6a03-4d14-a2bb-c727e0fb1922

name

New campaign name. Must be unique.

Yes

Spring Campaign Copy

teamId

Team ID for the new campaign.

Yes

team-456

walletId

Wallet ID for the new campaign.

Yes

wallet-789

isAlwaysOn

Whether the campaign runs indefinitely.

Yes

true

startDate

Specifies when the campaign starts.

Yes

2026-04-01, 00:00:00

endDate

Specifies when the campaign ends.

Yes

2026-06-30, 23:59:59

activeState

The campaign's initial active state. Must be one of: Active, Inactive, Draft, Archived.

Yes

Active


Tips for success

  • Date format matters: Always use YYYY-MM-DD, HH:MM:SS. Errors here will prevent your changes from uploading.

  • Only changed rows apply: Set bulkUpdated to TRUE for updates; all others must remain false.

  • Unique names for duplicates: Each new campaign must have a unique name, or it will fail.

  • Invalid values/IDs: Typos in product IDs, incorrect keywords, or invalid bid amounts will cause specific row errors.

  • Save frequently: Before uploading, review changes and save your CSV file to avoid losing work.

  • Check status updates: Campaign status can be changed in bulk; double-check before pausing or activating multiple campaigns.

  • Maximum 1,000 rows: Each upload can process up to 1,000 rows. Split larger files into batches.


Bulk edit workflow quick reference

Action
Editable in CSV?
Format/Notes

Pause campaign

Yes

Set activeState to Inactive

Change bids

Yes

Numeric value in maxBid (e.g. 1.00)

Edit dates

Yes

startDate / endDate as above

Add products

Yes

Product IDs comma-separated (e.g. 1234,5678)

Target keywords

Yes

Keywords comma-separated (e.g. chocolate,milk)

Duplicate a campaign

Yes

Use the Bulk Duplicate workflow

Troubleshooting & support

  • Common CSV errors include invalid date formatting, empty required fields, or non-numeric bids.

  • If you receive an error file, fix the failed rows and re-upload.

  • For duplicates, ensure each campaign name is unique.

  • For help, contact your Epsilon Retail Media representative or use the Support tab within the platform.

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