Set up the Wallet functionality in ADvendio

With version 2.178, ADvendio introduces a new Wallet object to streamline and centralize budget management for media campaigns. Wallets can now be created, updated, and synchronized with external platforms - either manually or automatically. This functionality supports better tracking, control, and reporting for campaign spend.

What Is a Wallet?

A Wallet is a financial container representing a specific budget, assigned to an advertiser, retailer, or campaign. Wallets are used to pre-fund campaigns, monitor spending, and ensure alignment with external budget limits.

Each Wallet should be:

Tied to a Connection (e.g. Criteo SSP)
Assigned to an Account and Advertiser
Used for campaign-level budget assignment
Managed in a single currency

Creating and Managing Wallets

How to Create a Wallet

Go to the Wallet tab in ADvendio.
Click New and choose one of the available record types:
- CRITEOSSP (for Criteo Retail Media use)
- CUSTOM (for generic internal usage)
Enter required fields:
- Name
- Currency
- Total Budget
- Account
- Advertiser
- Connection
Save the Wallet record.

Key Fields

Field Label	API Name	Description

Field Label	API Name	Description
Wallet ID	`ADvendio__WalletId__c`	Identifier from external system (e.g. Criteo)
Total Budget	`ADvendio__TotalBudget__c`	Budgeted amount
Available Budget	`ADvendio__AvailableBudget__c`	Remaining funds (auto-calculated)
Spent Budget	`ADvendio__SpentBudget__c`	Amount already used (imported)
Overspend Limit	`ADvendio__OverspendLimit__c`	Allowed excess spending
Budget Type	`ADvendio__BudgetType__c`	E.g. Daily, Monthly
Balance Type	`ADvendio__BalanceType__c`	Capped or Uncapped
Submit Status	`ADvendio__StatusSubmittedToAdServer__c`	Last push result to ad server
Submit Message	`ADvendio__StatusMessageSubmittedToAdServer__c`	Last result details
Last Submit Date	`ADvendio__LastSubmitDate__c`	Last push timestamp

Submitting and importing Wallets to/from Criteo

You can submit Wallets to Criteo SSP via a Quick Action and import Wallets created or updated on the Criteo side.

Steps

Open a Wallet record.
Click the Submit Wallet button.
A modal will confirm the submission.
After submission:
- Success or error will be logged.
- Submit status and messages will be updated in the Wallet record.

Manual Import

Open a Wallet record.
Click Import Wallet.
ADvendio will fetch the latest Wallet data from Criteo and update the record.

Scheduled Import

You can automate wallet updates via the Connections Import Center:

Navigate to the Connections Import Center (formerly Delivery Report Center).
Create a new Import:
- Select Import Type: Wallet Balance Import
- Choose relevant connections (CRITEOSSP, CUSTOM)
- Define start times and recipients for success/failure messages.

More details here.

Wallet and Campaign Association

ADvendio automatically tracks which Wallets are assigned to which Media Campaigns (imported from Criteo).

Intermediary Object

MediaCampaignWalletAssignment__c stores the associations.
Appears as related lists on both:
- Media Campaign records (Wallets assigned)
- Wallet records (Campaigns funded)

When a wallet without connection is used it can manually be assigned to the associated Media Campaigns

6. Use Cases

Retailer budgets: Assign and enforce retailer-specific campaign budgets via Wallets.
Advertiser prepayment: Pre-fund digital campaigns using Wallets.
Budget syncing: Keep Wallet and Campaign spend in sync with Criteo's data.
Multi-team visibility: View budget usage across Campaigns and Accounts in one place.

7. Permissions & Setup

The Wallet tab is included in the ADvendio Super User permission set.
Make sure relevant fields are visible on layouts.
Quick Actions ("Submit Wallet" and "Import Wallet") are added to all Wallet page layouts.