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How to Batch Create Managed Groups on Xnurta: Upload Excel Template

1. Background of Needs

By uniformly entering information through a standardized Excel template and combining the dual guarantees of built-in spreadsheet verification and backend validation, this function enables "one-time upload, batch creation" of managed groups, greatly improving the efficiency of managed group creation.
 
 

2. Function Definition

The Batch Create Managed Groups via Excel Upload is an efficient creation tool based on an Excel template. Users can download the system-preset Excel template, fill in content such as managed group basic information (name, status), associated resource information (Profile ID, Campaign ID), and AI configuration information (Target KPI, Action Space) in accordance with rules. After upload, the system automatically completes spreadsheet verification, parameter processing, and backend validation, and finally generates qualified managed groups in batches. If some managed groups fail to be created, the system will notify users of specific reasons via the Message Center and email, allowing users to modify and re-upload targeted content.
 
 

3. Core Functions & Operation Guide 

Access the batch creation entry

Log in to the Xnurta platform, enter the AI Managed page, click the [Batch create managed groups] button, and a "Batch create managed groups" pop-up window will appear.

Download the standardized template

Click [Download Template] in the pop-up window to obtain the system-preset Excel template (the template is marked with field filling rules and examples to avoid format errors).

Fill in the template in accordance with rules

Open the template and fill in each field based on actual needs (see Section 4. Template Field Filling Rules (Including Verification & Failure Reasons) for specific field rules). The template performs built-in verification (e.g., value range, option restrictions) during filling.

Upload the Excel spreadsheet

Drag and drop the completed Excel file to the upload area in the pop-up window, or click [+] to select a local file for upload.  
During the upload process, you can click [Delete] to interrupt the operation. If the file format (only .xlsx/.xls supported) or size (≤10MB) does not meet requirements, the frontend will display a toast notification for the error. 

System verification & upload

After uploading, the system first performs spreadsheet content verification (e.g., whether fields are empty, whether IDs exist). Once verification is passed, click [Upload] to initiate batch creation.  

If the spreadsheet content does not meet requirements (e.g., duplicate managed group names, invalid Profile IDs), Xnurta will notify users of detailed failure reasons via the Message Center.

Check the creation result

After creation is completed, the system will send a result notification to the submitter’s Message Center and registered email, including the creation success/failure status and details of each managed group.  

 

4. Template Field Filling Rules

4.1 Verification Rules & Reasons for Upload Failure

 
Field Name
Filling Rules & Options
Reasons for Upload Failure
Active (Managed Group AI Status)
Only selectable options: "Paused" (Suspended), "Active" (Enabled)
Not filled in
Managed Group (Managed Group Name)
1. ≤ character length ≤ 200
2. special characters are supported
1. Not filled in
2. Name duplicates an existing managed group
3. Length exceeds the limit
Profile IDs (Store IDs)
1.Enter Profile IDs corresponding to Amazon stores;
2.1 ID corresponds to 1 store
1. Not filled in
2. ID does not exist in the Xnurta system
3. User has no operation permission for the store
Campaign Type (Ad Campaign Type)
Only selectable options: "SP", "SB", "SD"
Not filled in
Campaign IDs (Ad Campaign IDs)
Separate multiple IDs with English commas; a maximum of 1000 IDs at a time
1. Not filled in
2. ID does not exist
3. User has no operation permission for the Campaign
4. Automated rules have been enabled for the ad campaign (the system will automatically disable them and enable AI hosting)
5. The ad campaign is already in a budget group
6. The ad campaign is already in another managed group
7. Format error (e.g., not separated by commas)
8. Quantity exceeds 1000
Target KPI (Target Metric)
Only selectable options: "ACoS" (Advertising Cost of Sale), "RoAS" (Return on Advertising Spend)
Not filled in
Target (Target Value)
1. If ACoS is selected: Enter a value between 1-1000 (no need to add "%"; e.g., 15 represents 15%)
2. If RoAS is selected: Enter a value between 0.1-10000
3. Supports up to 2 decimal places
1. Not filled in
2. ACoS value is outside the 1-1000 range
3. RoAS value is outside the 0.1-10000 range
Object (Promotion Objective)
Only selectable options: "Drive Growth" (Drive Growth), "Promotion Sales Boost" (Promotion sales boots), "Optimize RoAS" (Optimize RoAS)
Not filled in
AI Personality (AI Persona)
Only selectable options:
numbers 1-5; 
if the promotion objective is "Promotion sales boots", only 3-5 are selectable
1. Not filled in
2. Selected a number other than 1-5
3. Selected 1-2 when the promotion objective is "Promotion sales boots"
AI Action Space (AI Action Scope)
Check "Y" (Enable) or "N" (Disable); note:
1. SB managed groups do not support "Structure Optimization", "Budget Time Segmentation", or "Keyword/ASIN Pause & Supplement"
2. SD managed groups only support "Budget Reallocation" and "Keyword/ASIN Mining"
3. If unsupported action spaces are checked, the system will automatically set them to disabled
No valid action space is checked
 
 

4.2 Explanation of Special Rules

ACoS Value Processing: Regardless of whether "%" is included when filling in (e.g., 15 or 15%), the system will process it as a "value with %" by default (i.e., 15%). There is no need to add "%" repeatedly.  

Automatic Adaptation of Action Space: If you check action spaces not supported by the current ad type (SB/SD), the system will automatically uncheck them; no manual modification is required.  

Creation Quantity Limit: A single user can create a maximum of 500 managed groups at a time. If the spreadsheet contains more than 500 entries, only the first 500 will be submitted for creation, and the excess entries will fail. The reason for failure will be marked as: "A maximum of 500 managed groups can be created at a time; excess entries will fail. Please operate in batches."

 

5. Result Notification & Troubleshooting

5.1 Message Center & Email Notification

After creation is completed, the system will send a result notification to the submitter’s Message Center and registered email. The notification includes the following core information (taking Chinese as an example).
 

5.2 Common Failure Scenarios & Solutions

 
Failure Scenario
Possible Causes
Solutions
"Format Error" prompt after spreadsheet upload
1. File format is not .xlsx/.xls
2. File size exceeds 10MB
1. Save the file as .xlsx/.xls format
2. Split the spreadsheet to ensure a single file size ≤10MB
Managed Group Name Verification Failure
1. Empty name
2. Name length exceeds 200 characters
3. Duplicate name with an existing managed group
1. Fill in the missing name
2. Shorten the name to within 200 characters
3. Modify the name (add a serial number for differentiation, e.g., "Sales Group-01")
Campaign ID Association Failure
1. ID does not exist or has an incorrect format
2. ID is already in another managed group/budget group
3. Quantity exceeds 1000
1. Verify the correctness of the ID; separate multiple IDs with English commas
2. Remove the already associated ID and replace it with an unassociated ID
3. Split the spreadsheet to ensure the number of IDs uploaded at a time ≤1000
AI Personality Selection Failure
Selected 1 or 2 when the promotion objective is "Promotion sales boots"
Change the AI Personality to 3, 4, or 5
 
 

6. Frequently Asked Questions (FAQ)

Q1: Can I customize the field order when filling out the template?

A1: No. The field order is preset by the system. Customizing the order will make the fields unrecognizable by the backend. It is recommended to fill out the template strictly in the original order and not delete or add columns.
 
 

Q2: If some managed groups are successfully created and others fail after upload, do I need to re-upload all data?

A2: No. The Message Center will clearly mark the failed managed groups and their reasons. You only need to modify the failed entries in the original template and re-upload the spreadsheet containing the modified entries; there is no need to re-upload the successfully created entries.
 
 

Q3: After successful creation, can I modify the AI Action Space or Target KPI of a managed group?

A3: Yes. The managed groups created in batches have the same functions as those created manually. Go to [AI Managed Group] - [Managed Group List], find the target managed group, and click [Edit] to modify the AI Action Space, Target KPI, AI Personality, and other configurations.
 
 

Q4: If multiple users create managed groups in batches at the same time, will there be duplicate names?

A5: No. The system verifies the uniqueness of managed group names in real time. If different users enter the same name, the user who submits later will receive a "duplicate name" failure prompt and need to modify the name before re-creating the managed group.
 
 

Q5: How to find the profile ID?

 

Q6: Why is there no budget input field for managed groups in the template?

Placing managed group budgets in the template would pose the following risks:
① According to the budget allocation rules for managed groups: The budget set for a single managed group will be allocated based on the current budget ratio of the ad campaigns within that group. If the budget is set improperly, it may trigger the upper and lower budget limits of existing ad campaigns, resulting in abnormal ad campaign delivery status.

② Changing budgets also involves the process of synchronizing to Amazon. When bulk updates are sent simultaneously, a large volume of processing can lead to significant risks (such as delivery blockages, delivery failures, etc.). Therefore, it is not recommended to confirm managed group budgets through bulk upload templates.

Based on the above reasons, it is recommended that after creating managed groups in bulk, you proceed to set them in batches within AI Management.

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Last modified: 2025-09-13Powered by