On a Connection > Record Type ADMANAGER
We can import via the ‘Transfer to Advendio’ button the RFP contracts that are currently available on the Admanagers platform
Go to the Connection
Click on ‘Transfer to Advendio’
Select: Inventory > Programmatic Direct Deal then import
Run import
Once the import is done, we are going to have a Custom Contract Object associated with a Connection ID
All the RFP Deals can be found this way:
In the App Launcher search for ‘Custom Contracts’
Select the one you like to see more information
Each Custom Contract (RFP Deals) is going to be associated with its unique Connection ID
You can also access to a Custom contract through the Connection ID
Enter the connection ID
Go to related
Under ‘Custom Contracts’ you would find the available RFP’s
What fields to we import
Programmatic Guaranteed RFP content and where to save it in Advendio SF
Imported from GAM | Name in GAM | Name in Advendio | Object in Advendio | SF Object Field | Description | SF Field Type |
---|---|---|---|---|---|---|
- | - | - | Connection | Record Type ID | Recordtype | |
Name | Name | Custom Contract | Name | String (80) | ||
- | - | - | Custom Contract | Connection ID | ||
Deal ID | Deal ID | Custom Contract | DealId__c | text | ||
Advertiser ID | Advertiser ID | Custom Contract | AdvertiserId__c | text | ||
Budget | Custom Contract | Budget__c | currency | |||
Type | Type | Connection | DealType__c | text | ||
Inventory Type | Inventory Type | Custom Contract | InventoryType__c | text | ||
CPM | CPM | Custom Contract | GoalBudget__c | currency | ||
Impressions | Budget Type | Custom Contract | Total_Impressions__c | picklist (255), restricted | ||
RFP Start Date | Start Date | Custom Contract | StartDate__c | DateTime | ||
RFP End Date (If no end date is specified, is open-ended???) | End Date | Custom Contract | EndDate__c | DateTime | ||
- | Audience | Audience | Custom Contract | Audience__c | text | |
Country | Country | Custom Contract | BuyerCountry__c | text | ||
Additional Terms | Additional Terms | Custom Contract | ||||
Creative Size | CreativePlaceholders | Custom Contract | CreativeSize__c | |||
- | Buyer contacts | Buyer Contacts | Custom Contract | BuyerContacts__c | text | |
- | Seller contacts | Seller contacts | Custom Contract | BuyerContacts__c | ||
- | Salesperson (completed manually) | Salesperson | Custom Contract | |||
- | Trafficker | Trafficker | Custom Contract | |||
- | Sales planners (completed manually) | Sales planners | Custom Contract | SalesplannersContacts__c | ||
- | Teams | Teams | Custom Contract | TeamsoContacts__c | ||
Currency | - | Custom Contract | Currency ISO Code | |||
Message | Message | Custom Contract | Description__c |