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When different spellings of the advertiser name are used across different systems and there should be only one paren parent Account in ADvendio
Our integration does not support the fully automatic matchinga complete automated matching process
Or during initial implementation or go when going live, a base mapping should be established , to prevent mistakes, especially when dealing with external systems which have are already been in use, while ADvendio is newly introduced.
Solution:
In order to manually proceed with the mapping of Salesforce Accounts to advertisers, agencies or buyers in external systems, there are the following steps to takesteps from below should be taken.
First of there needs , the account IDs need to be a synch of account ids synced between ADvendio and the external system. In most cases this can be simply done by using our transfer to ADvendio feature, while selecting the accounts option “Accounts”.
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If the transfer feature is not supported for the respective external system or you want to update only a single ID, you can do so by directly creating connection ID records.
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ID/Legacy ID: The technical ID of the advertiser. Our Google Display & Video 360 integration already uses the ID field, while all others require the a Legacy ID
Category: Please set this Set it to Accounts
Type: Depending on the integration, this can either be set either to Advertiser, Agency or Programmatic Buyer
Connection: Please enter here Choose the relevant connection record from ADvendio.
Then go directly to the Account record, and and then to the External Account IDs related list.
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ID: please enter the ID the advertiser has within the external system, this will be the same as the ID/Legacy ID used in the Connection ID Record
External System: Please set Set this to Adserver (even if dealing with a SSP or DSP)
Connection ID: Please link Link the connection ID of the advertiser as either imported before or manually created according to this article
Click the save button to save the changes and the mapping is done. Now when using the Account for a Media Campaign, the mapped advertiser will automatically be used during Submit process.
Setup:
To find out which the ID of an advertiser has in from a connected system, most times check the reporting features of the UI to see if the advertiser’s ID can be used to display IDs additionally to advertiser columns. Other than that most systems also either show the ID in the UI or have it as part of the URL, once you opened the advertiser details in the UI, like displayed. Otherwise, look throughout the UI for the ID or in the URL where it is usually displayed as a GET parameter like in Google Ad Manager:
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