3.5.3 How to import and sync targeting information and IDs from connected systems with ADvendio?

Challenge

You’re done with configuring your basic connection to the integrated systems. Now you will need to make sure that certain information and IDs are brought to ADvendio to use features such as targeting on Campaign Items or Audience Segments.

Also, you will need those IDs to select which Ad Units or Sites your Campaign Items will deliver if you are using an AdServer or SSP to sell your inventory.

Solution

To start transferring this information, go to the connection you want to use and click on the button ‘Transfer to ADvendio’.

There is an option to import only active connection IDs in the 'Transfer to ADvendio' feature. It helps to reduce the number of IDs imported by including only those IDs that are defined as active within the external system at the time of import. You will see a checkbox labelled "Only import active IDs" in the Transfer to ADvendio user interface.

This option is applicable for Adswizz, Google Ad Manager, Google Display & Video 360, Freewheel, Equativ, and Xandr. If the option is not supported, all IDs will be imported as normal.
Important to note that this new import will not remove inactive IDs from your system. You will need to manually clean up your connection ID records.

You will see a new window opening, where you can select which data you want to transfer.

The available options depend on the system in use. For an overview of which transfers are supported for which system, look at article 3.5.4 Which targeting information and inventory IDs will be synched between ADvendio and external systems, what do they mean and how will they be used?

In version 2.142 we implemented an additional grouping by types to allow a cleaner import of the data you need. You will be able to select either one category or one or multiple types of a category.

Select one or multiple types of a category and click the next button.

You can now proceed to plan your import:

Configure a desired starting time and on which days of the month the process should run
If you want to start the import right now, click the Run Now button
If you click schedule, the automatic synch will be planned according to your time settings

If you click run now, you will be able to see your progress in the window.

When everything is done, you can see the results. You will also receive an email about the transfer.

To visualize the planned processes, access either Scheduled Jobs from Setup or view the related list on your connection record.

Fixed import of Parents and Children

Please note that despite the possibility of selecting a single type of ID you want to import, in certain cases, we will need to always import the parents, to prevent problems during the import process.

This could for example mean you select ‘Zones’:

After the import is finished, the ‘Publishers’ are shown in the result screen and email as well. Sometimes this could also mean we update our Publishers multiple times in a single import process, and then those updates are counted as successful transfers. Meaning if you have 2 publishers, and we import Zones and Channels (each time with the publishers) the result might show 4 successful Publisher transfers.

As of right now, we are checking ways to provide a better overview, but this is not a bug. The number of imported publishers will still match your connected third-party system.

Setup

To use this feature, we recommend that the user planning the jobs has a system administrator profile or similar, which will ensure all needed permissions are there. You will need to make sure to enhance the page layouts of your connections.

To ensure a smooth setup, please follow these steps:

Place the Lightning Action 'Transfer to Advendio'.
Remove the old feature 'Transfer from AdServer' from the list of buttons/lightning actions to avoid confusion.
Add the related list 'Scheduled Transfers'.

Let me know if you need any further assistance.