Mapping External Account IDs

To map an ADvendio Account to an account/company on your Ad Server you have to enter an External Account ID in the account's related list "External Account ID".  

In the the App Launcher navigate to the External Account ID Object:

Alternatively, you can open the Account you like to connect. Open the Related lists and find the External Account IDs. Advertisers, as well as agencies, can access this list by using the matching extension.

Enter the relevant information:

• Name: External Account ID Name which is automatically generated by the system.

• Account: This is the Master Detail Relationship to the Account (*Mandatory).

• ID: The External ID used from the Account.

• External System: Defines which type of system this ID is for, for example, accounting systems. When this is set to ‘Adserver’ it means is used by ADvendio Integrations.

• Connection ID: For ADvendio integrations, a Connection ID record is required. This record typically links to an account in the third-party system.

• Transaction Type: If you are using external account IDs, for accounting purposes, this field can track the kind of transactions the ID is relevant for.

• Active: Only Active IDs will be taken into consideration by the processes.

Cases to consider

There are several cases which you might want to consider:

1. If you have an account in ADvendio and in your Connection ID field enter the ID in ADvendio but make sure that the Account type matches otherwise you get an error message.

2. If you created an account in ADvendio without ID the system will check on your AdServer by mapping the account name (String compare) and type of account. 

   • If those match ADvendio will create the appropriate External Account ID record for you. 

   • If not, a new company will be created in your AdServer and the External Account ID record in ADvendio will be created.