/
3.5.3.1 [Transfer to ADvendio] How to automate the sync of audiences and videos between ADvendio and external platforms?

3.5.3.1 [Transfer to ADvendio] How to automate the sync of audiences and videos between ADvendio and external platforms?

Owned by Pascal Clausen
Last updated: 2024-12-16 by Daniel Yañez
3 min read

Integrations

Google Ad Manager, Adswizz, Freewheel, Google Display&Video 360, Equativ(SMART), Xandr

Roles

System Administrator

Challenge

 

Targeting specific audiences and managing video inventory can be a complex process, with new options becoming available and others becoming inactive within the AdServer, SSP, or DSP. For features like Audience Targeting in ADvendio, it is necessary to ensure that IDs and other important information are synchronized between ADvendio and the connected features.

To maintain the accuracy and completeness of information in ADvendio's Campaign Item configuration, it is necessary to set up a recurring import of Connection IDs.

This automated synchronization is particularly useful for updating information related to:

  • inventory or video IDs,

  • often targeting criteria (such as Audience Targeting)

  • advertiser, agency, or creative data.

  • Programmatic buyers/Buyer seats

Solution

 

To automate synchronization information between a connected system and ADvendio, use the 'Transfer to ADvendio' feature.

  • Go to the connection record and click the button ‘Transfer to ADvendio’:

Some imports might take a longer time, that’s why we recommend leaving enough time between two planned jobs:

For Audiences and Videos, you should plan with a two-hour difference.

Generally, we recommend to sync data no more than once a day for each specific type.

  • Once a process is finished, the user who planned the synch/import will receive an email with the results.

  • To view what processes have been planned, you can view them either in the Setup at Scheduled Jobs or view the related list on your connection record.

Attention: In the current version of the feature, you can delete planned transfers via the related list, but you can’t edit them. To modify an existing planning you will need to delete the scheduled transfer and then plan a new transfer.

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. Also, the user should authorize the ADvendio-connected app, to allow the import of data into Salesforce.

There will be a change in our data model regarding the Connection ID object. For now this should not have a direct impact on your processes and the features. Further information can be found here:

3.5.3.2 Connection ID Technical Migration: Legacy ID to ID Field

You will need to make sure to enhance the page layouts of your connections.

Attention: each record type has its layout with the following:

  • Make sure to place the Lightning Action ‘Transfer to ADvendio’

  • To avoid confusion, remove the old feature ‘Transfer from AdServer’ from the list of buttons/lightning actions

  • Add the related list ‘Scheduled Transfers’.

Related content