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(For Digital Programmatic AdServers Users only.)

Alternatively you You find the object by opening the App Launcher and search for Programmatic Accounts. Also make sure to study the information on 7.7.1.1 Programmatic Data and your respective programmatic adserver. 


The programmatic account record works similar to the 2.1.4.2 AdServer Advertiser ID record. It tells the interface to your external system with which account in ADvendio is liked to which account in your external system.

Therefore navigate to the related list in your account to create records:

Create a new record and enter the

All your Programmatic Accounts will be created by the scheduled import job. The job fills the following fields:

  • Writes the relevant ID in field External ID
  • enter the Account (Lookup)
  • Type
  • Adds the external Account Name
  • link the links to the AdServer Login and 
  • add adds the Accounttype

If you have more than one AdServer, i.e. DFP and Rubicon you might enter multiple ID records. The important part to do manually is to link from a Programmatic Account to a standard Salesforce Account.

  • enter the Account (Lookup)


Info

If you are running a 5.3.2 Scheduled Delivery Data Reports the import job will try to match the Account by name and create this record for you.

You will then have to lookup the Salesforce Account and only link that field. (Create a list with all Programmatic Accounts and map them with Salesforce Account ID. Your Administrator will be able to import these with the Salesforce data loader or a similar tool.)

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