1. Import Inventory

1.1 AdServer IDs

Please check and if needed add the following values to your AdServer ID Object and field "Type" ADvendio__Type__c picklist before importing AdServer Ids:

• Video Group

• Series

and make sure it is added to the record type Freewheel to ensure that Video related types will be imported to Category Video.

Open

1.2 Manually import Geo Data

Unfortunately, FreeWheel does not offer the export of geo-targeting data in their API. But this doesn't mean that you can't use Geo Targeting. Those values don't change too often therefore it is worth doing a manual import.

Follow the three steps:

1. Download the data here https://hub.freewheel.tv/display/techdocs/Geography+Data.
2. Make a selection of which data you need - delete data which you don't use
3. Import via Dataloader or equal into the Object AdServer ID. Make sure that the following fields are mapped:

• Record Type: FreeWheel

• AdServer ID Name = Description or other

• AdServer Login: Enter the reference to your AdServer Login

• AdServer ID = FreeWheel ID

• AdServer Name = Description 

• Type:

  • Country

  • Region

  • City

  • DMA

  • Postal Code

• Category: Geography

• Active: TRUE - if you using this feature: 3.1.9 Active and inactive inventory items

• Parent Id: Enter the reference to the parent:

  • Country - no parent

  • State - Country 

  • City - State

  • Postal Code -  Country

  • DMA - Country

Example 1 - Type Country

Open

Example 2 - State

Example 3 - City

1.3 Manually import Platform Targeting

To import Platform Targeting data into your Org please follow these steps:

1. Contact Freewheel Support and ask for the Platform Targeting/ISP Targeting data or download it from here.

2. They will provide you with a CSV file with the data.

3. After receiving the file please add the following columns to fit your needs:

   1. Copy the Name Column with its values as you will need to map them twice.

   2. Category: Devices, 

   3. (optional) If you would like to use a hierarchy within your Targeting values (e.g. Internet Explorer as a parent for Internet Explorer 6, Internet Explorer 7, Internet Explorer 8...) you may update the child values after your first import with a parent ID. Therefore you will need to add a Parent column to your spreadsheet and get the parent IDs from the first Insert to let Dataloader update the correct values.

   4. Create a column with the Freewheel AdServer Login ID in which you would like to sort your targeting values.

   5. Create a column with the Freewheel Record Type ID in the AdServer ID object (Here you will find further instructions to find the ID: Salesforce - Find the ID of a record type).

   6. (optional) If you work with Activated values (3.1.9 Active and inactive inventory items) please create a column Active which you set to true for active and false for inactive values.

4. After this, you can import the data as AdServer IDs into your ADvendio Org like shown in the Screenshot below (e.g. with Dataloader.io).

     → Make sure that you map the following fields:

1.4 Import Key Values / Audience Segments

To import Key Values / Audience Segments please follow these steps:

1. Contact Freewheel Support and ask for Key Value/Audience Segments data.

2. They will provide you with a CSV file containing the data.

3. After receiving the file please import the data into your ADvendio Org (e.g. with Dataloader).

   1. Keys and Values should be imported as AdServer IDs of type key and value. Make sure to import the keys first and then the values as children of the keys. See the field mapping below.

   2. For Audience Segments, please create at least one AdServer ID of the type Audience Segment manually (see example below). Then use this as a parent for your actual Audience Segments, see the field mapping below. 

1.4.1 Key AdServer ID

• Record Type: Freewheel Record Type ID in the AdServer ID object (Here you will find further instructions to find the ID: Salesforce - Find the ID of a record type)

• AdServer ID Name = Description or other

• AdServer Login: Enter the ID from the according AdServer Login

• AdServer ID = FreeWheel ID

• AdServer Name = Description 

• Type: Key

• Category: Key-Values

• Active: True

1.4.2 Value AdServer ID

• Record Type: Freewheel Record Type ID in the AdServer ID object (Here you will find further instructions to find the ID: Salesforce - Find the ID of a record type)

• AdServer ID Name = Description or other

• AdServer Login: Enter the ID from the according AdServer Login

• AdServer ID = FreeWheel ID

• AdServer Name = Description

• Type: Value

• Category: Key-Values

• Active: True

• → Parent Id: Enter the reference to the key AdServer ID

1.4.3 Manually Create Parent Audience Segment:

This is an example of how the manually created parent Audience Segment could look like. As this is only used to structure your data. You are free to name it whatever you like. We recommend using a generic name like "Audience Segment" to keep it simple. This record will be used to group the Audience Segments to display them on the quote and invoice PDF.

• Record Type: Freewheel Record Type ID in the AdServer ID object (Here you will find further instructions to find the ID: Salesforce - Find the ID of a record type)

• AdServer ID Name = Audience Segment

• AdServer Login: Enter the ID from the according AdServer Login

• AdServer ID = not needed

• AdServer Name = Audience Segment

• Type: Audience Segment

• Category: Audience Segments

• Active: True

1.4.4 Audience Segment AdServer IDs

for the Audience Segments from Freewheel, please map your table as follows:

• Record Type: Freewheel Record Type ID in the AdServer ID object (Here you will find further instructions to find the ID: Salesforce - Find the ID of a record type)

• AdServer ID Name = Description or other

• AdServer Login: Enter the ID from the according AdServer Login

• AdServer ID = FreeWheel ID

• AdServer Name = Description

• Type: Audience Segment Value

• Category: Audience Segments

• Parent Id: Enter the reference to the Audience Segment AdServer ID created before.

• Active: True
  
  

1.5 Import Industries

There are two ways for importing industries for your FreeWheel AdServer Login. The first one is to import the MRM industries without a hierarchy.
The second way is importing the MRM Industries in the hierarchy to the groups as you can find it in the FreeWheel UI. Please take note that in ADvendio the industries can only be connected to one parent Ad Server Id (group) at most.

1.5.1 Import Industries without Hierarchy

1. Search for the file "Public_Industry_ID.csv" in the FreeWheel documentation and download it (Link to documentation: https://hub.freewheel.tv/display/MUG).

2. Import the file into your spreadsheet program of choice.

3. Create new columns and add information according to the following information. Please divide between Industry Groups and MRM Industries by the Type column in the file. 

MRM Industry AdServer ID

Industry Group AdServer ID

4. Import the new values into the object ADvendio__AdServer_ID__c by using an import tool like the Salesforce data loader. Ensure to map all the columns to the right fields from ADvendio.
5. Congratulations! Your imported industries are ready to be transferred to FreeWheel now. 
    To use industries in your campaigns please take a look at these two articles: 4.2.5.3 Industry (FreeWheel) and 4.2.12 Advertised Brands and Industries (FreeWheel).

1.5.2 Import Industries with Hierarchy

1. Search for the file "Public_Industry_ID.csv" in the FreeWheel documentation and download it (link to the documentation: https://hub.freewheel.tv/display/MUG).

2. Import the file into your spreadsheet program of choice.

3. Delete all lines with the Type "MRM Industry".

4. Create new columns and add information according to the table below.

Industry Group AdServer ID

MRM Industry AdServer ID

1.6 Import Brands

To import Brands please follow these steps:

Contact FreeWheel Support and provide your network ID to get a CSV file of your brands.

Afterwards please import the data into your ADvendio Org (e.g. with Dataloader).

Please add the following columns to your spreadsheet and import the new values into the object ADvendio__AdServer_ID__c.

Brand AdServer ID

Active: True

AdServer ID Name = FreeWheel name

AdServer Login: Enter the ID from the according AdServer Login

AdServer ID = FreeWheel ID

AdServer Name = FreeWheel name

Category: Brand

Type: Brand

Record Type ID: Freewheel Record Type ID in the AdServer ID object (Here you will find further instructions to find the ID: Salesforce - Find the ID of a record type)

1.7 Enhanced Video Import

If you wanted to import all video data from Freewheel, you will need to transfer lots of records. If during this long process, an error occurred, in the past the whole import aborted and needed to be started again. We improved our process to save data in between and start again where the last process ended.

Additionally, this gives you also the opportunity to manually control which videos are imported from Freewheel. There is a new field Ad Server Jobs Information, which stores the date at which the last video transferred was updated. If you haven't used the new import yet, the field remains empty.

If you want to manually enter a value please use the following syntax: 

{"Video":{"lastUpdateAt":"2020-01-15T18:00:00Z.."}}

With this example, you will import all videos that have been updated after the 15th of January 2020. This way only the most recent videos are transferred to ADvendio.

1.8 Parallel Processes to Check Availability

From Version 2.95 on we will support parallel processing for "Check Availability".
Please ensure that your API user has the possibility to use up to 20 Requests per second as described here: https://hub.freewheel.tv/display/techdocs/API+Rate+Limitations+FAQs