Campaign Migration

Campaign migration is the process of transferring existing advertising campaigns from a client’s current ad platform to Topsort. This ensures a smooth transition that maintains campaign continuity while clients onboard to our advertising ecosystem.

Problem

Many clients already operate established advertising businesses with active campaigns on other platforms. When transitioning to Topsort, they need their existing campaign data migrated to:

• Maintain business continuity: Avoid disruption to ongoing advertising efforts
• Preserve advertiser relationships: Ensure advertisers experience a seamless transition
• Enable immediate productivity: Allow advertisers to continue their campaigns without starting from scratch

Note

This migration focuses on active campaign structure and settings only. Historical performance data and past metrics from previous platforms are not transferred, ensuring a clean start within the Topsort ecosystem.

Solution

We provide a script-based automation solution that reads campaign data from structured files and automatically creates equivalent campaigns within Topsort’s Campaign Service. This approach transforms campaign data from the client’s previous platform into fully functional campaigns in our ecosystem.

File-Based Migration Approach

What It Means

The file-based approach means clients export their campaign data into a standardized CSV (comma-separated values) file format, rather than connecting systems directly through APIs. This file serves as the bridge between the old platform and Topsort.

How It Works:

1. Data Export: Client manually exports campaign details from their current platform into a CSV file
2. File Transfer: Client provides the CSV file directly to Topsort
3. Script Processing: Our automated scripts read the CSV data and create campaigns via Topsort’s APIs
4. Validation: The newly created campaigns are verified against the original data

Why This Approach:

• Platform Limitations: Many legacy ad platforms lack modern APIs for data extraction
• Sunset Systems: Platforms being discontinued often have limited or no technical support
• Reliability: File-based transfer ensures complete data capture without API rate limits or connectivity issues
• Flexibility: CSV format can accommodate various data structures from different source platforms
• Control: Clients have full visibility into exactly what data is being migrated

Technical Implementation

Our migration scripts are designed to:

• Parse CSV data with robust error handling and validation
• Map data fields from source platform structure to Topsort’s campaign schema
• Create campaigns using Topsort’s Campaign APIs with proper authentication
• Apply standards such as setting all campaigns to autobidding and listing format
• Generate reports of successful migrations and any issues encountered

Migration Process

1. Data Assessment and Planning

   Evaluate Current Campaign Portfolio

   • Review existing campaigns and their complexity
   • Identify which campaigns should be migrated
   • Assess data export capabilities from current platform
   • Develop migration timeline and resource requirements

    

2. Data Export and Preparation

   Standard Campaign Information Required:

   • Campaign identification (name, unique ID, advertiser/vendor info)
   • Campaign configuration (type, format, targeting settings)
   • Budget settings (amount, type: daily/weekly/monthly)
   • Campaign duration and end dates
   • Product information and identifiers

   Why File-Based Approach?

   This method is used when the previous ad platform lacks available APIs for direct data transfer, is being discontinued, or has limited support for data extraction.

    

3. Sample Testing

   Validation Process:

   • Client provides a small sample of campaigns (typically 3-5)
   • Campaigns are processed in our testing environment
   • Client reviews migrated campaigns through Topsort interface
   • Any adjustments are made based on feedback

    

4. Full Migration Execution

   Processing Standards:

   • All migrated campaigns are marked with special identifiers for tracking
   • Campaigns start fresh without historical bidding data
   • Targeting settings are standardized to platform best practices
   • Original budget and duration settings are maintained

    

5. Verification and Go-Live

   Quality Assurance Steps:

   • Verify all campaign details transferred correctly
   • Confirm campaigns operate as expected
   • Test advertiser interface functionality
   • Obtain final client approval before activation

Data Requirements

Required Campaign Fields

Field	Description	Example
Vendor ID	Advertiser identifier in your catalog	vendor-123
Campaign Name	Descriptive campaign name	Summer Promotions 2025
Campaign Type	Always set to autobidding	autobidding
Ad Format	Always set to listing for migrations	listing
Targeting	Set to autotargeting with product/category triggers	autotargeting
Budget Amount	Campaign budget value	400
Budget Type	Budget frequency	monthly, daily, weekly
End Date	Campaign end date	2025-08-15T23:55:00+02:00
External ID	Reference number from previous platform	PO-12345
Product IDs	Array of product IDs from your catalog	[1001590556, 1001590557, ...]

CSV Format Example

Vendor_id,campaignType,name,promotionType.adFormat,triggers,budget.amount,budget.type,endDate,externalCampaignID,productIDs
vendor-123,autobidding,Summer Promotions 2025,listing,autotargeting,400,monthly,2025-08-15T23:55:00+02:00,PO-12345,"1001590556,1001590557,1001590559"

Contingency Planning

Rollback Procedures

If issues arise during or after migration, campaigns can be quickly reversed:

1. Identification: Migrated campaigns are easily identifiable through special marking
2. Removal Process: Automated scripts can remove migrated campaigns if needed
3. Verification: Confirm successful rollback through system checks
4. Communication: Notify all stakeholders of rollback completion

Risk Mitigation Strategies

• Backup Strategy: Original campaign data is preserved throughout the process
• Phased Approach: Large migrations are split into manageable batches
• Testing Environment: All migrations are tested before production deployment
• Expert Support: Technical team available throughout the migration process

Success Metrics

Migration success is measured by:

• Data Accuracy: 100% of campaign settings transferred correctly
• Advertiser Satisfaction: Smooth transition experience with minimal learning curve
• Timeline Adherence: Migration completed within agreed timeframe
• Post-Migration Performance: Campaigns operating effectively in new environment

Next Steps

For clients considering campaign migration:

1. Contact your account manager to discuss migration requirements
2. Schedule assessment of current campaign portfolio
3. Plan migration timeline based on business priorities
4. Begin data preparation and catalog integration processes

Caution

Ensure your product catalog is fully integrated and validated before beginning campaign migration to avoid data mapping issues.