[Import] Targeting and mapping

How can the import be started?

On a Connection > Record Type CRITEODSP
We can import via the ‘Transfer to Advendio’ button some of the necessary features needed for targeting and configuration
- Go to the Connection
- Click on ‘Transfer to Advendio’
- Select one of the available ones:
  - Account → Advertiser
  - Account → Retailer
  - Inventory → Balance
  - inventory → Product
- Run import
  - Schedule transfer can also be used
Once the import is done, we are going to have Connection ID’s for each import

Import supported

Category	Type	Comments
Account	Advertiser
Account	Retailer
Inventory	Balance
Inventory	Products

What we import for the ‘Advertiser’

⚠️ We need to map the Advertiser to an account before using it properly

First, we create an Account for the Advertiser. ADvendio uses Salesforce Accounts as Advertisers
Open your new Advertisers Account and go to the related list, search for ‘External Account IDs’. Click the new button, to create a new relation. (Your Admin might need to set this up in your Salesforce Account Page Layout)
Select the Advertiser Connection ID that you want to connect to your Advertiser in the lookup field.
Add the ID of the connection in the ID field
Select the ‘Active’ checkbox
Repeat this step for each desired assignment.

Criteo Field	Advendio Field	Advendio Name
`id`	ADvendio__Id__c	ID
`name`	Name	Name
`parentAccountLabel`	ADvendio__PartnerId__c	Partner/Buyer Id
`companyName`	ADvendio__AdServer_Name__c	Technical Name

What we import for the ‘Retailer’

Criteo Field	Advendio Field	Advendio Name	Comments
`id`	ADvendio__Id__c	ID
`name`	Name	Name
`parentAccountLabel`	ADvendio__Parent_AdServer_ID__c	Parent ID	Here goes the Advertiser Connection ID

What we import for ‘Product’

Criteo Field	Advendio Field	Advendio Name	Comments
`id`	ADvendio__Id__c	ID
`id`	ADvendio__ExtendedId__c	Extended ID
`name`	Name	Name
`brandName`	ADvendio__AdServer_Name__c	Technical Name	Brand + Name, separated by '-' only if the brand is not present in the name of the product in the catalog
`retailerId`	Advendio__Parent_AdServer_ID__c	Parent ID	Here goes the Retailer Connection ID Added automatically in the import
-	ADvendio__UniqueKey__c	UniqueKey	It is constructed as: Connection NAME\|Type\|ID\|
`isInStock`	ADvendio__Active__c	Active
`gtin`	ADvendio__PartnerId__c	Partner/Buyer Id	This is any type of Barcode
`imageUrl`	ADvendio__Url__c	URL***	Tu use the URL to load/display the image you need to enable the domain in SF setup → Trusted URLs → New trusted URL

What we import for ‘Balance’

Criteo Field	Advendio Field	Advendio Name	Comments
`id`	ADvendio__Id__c	ID
`name`	Name	Name
`poNumber`	ADvendio__PartnerId__c	Partner/Buyer Id
`name`	ADvendio__AdServer_Name__c	Technical Name
`spendType`	ADvendio__SpendType__c	Spend Type	onsite offsite
`balanceType`	ADvendio__BalanceType__c	Balance Type	capped uncapped Works together with the deposited field If its “capped” we need to have a value in deposited field
`deposited`	ADvendio__TotalBudget__c	Total Budget	If a value is used, the Balance Type needs to be “capped” If there is no value it is “null”
`startDate`	ADvendio__StartDate__c	Start Date	Balance start date in the account timeZone if not set
`endDate`	ADvendio__EndDate__c	End Date	Balance end date in the account timeZone If no date is set will run indefinitely
`memo`	ADvendio__Description__c	Description
`Account`	ADvendio__Parent_AdServer_ID__c	Parent ID
`status`	ADvendio__Status__c	Status	Active Scheduled Ended

All the imports can be found this way:
- In the App Launcher search for ‘Connection ID’
- In the list, they can be filtered by type for easy access
Additional mapping required
- You can also access to a Custom contract through the Connection ID
  - Enter the connection ID
  - Go to related
  - Under ‘Custom Contracts’ you would find the available RFP’s

What fields of Advertiser we import

Imported from GAM	Name in GAM	Name in Advendio	Object in Advendio	SF Object Field	SF Field Type
-	-	-	Connection	Record Type ID	Recordtype
	Name	Name	Custom Contract	Name	String (80)
-	-	-	Custom Contract	Connection ID
	Deal ID	Deal ID	Custom Contract	DealId__c	text
	Advertiser ID	Advertiser ID	Custom Contract	AdvertiserId__c	text
	Budget		Custom Contract	Budget__c	currency
	Type	Type	Connection	DealType__c	text
	Inventory Type	Inventory Type	Custom Contract	InventoryType__c	text
	CPM	CPM	Custom Contract	GoalBudget__c	currency
	Impressions	Budget Type	Custom Contract	Total_Impressions__c	picklist (255), restricted
	RFP Start Date	Start Date	Custom Contract	StartDate__c	DateTime
	RFP End Date (If no end date is specified, is open-ended???)	End Date	Custom Contract	EndDate__c	DateTime
-	Audience	Audience	Custom Contract	Audience__c	text
	Country	Country	Custom Contract	BuyerCountry__c	text
	Additional Terms	Additional Terms	Custom Contract
	Creative Size	CreativePlaceholders	Custom Contract	CreativeSize__c
-	Buyer contacts	Buyer Contacts	Custom Contract	BuyerContacts__c	text
-	Seller contacts	Seller contacts	Custom Contract	BuyerContacts__c
-	Salesperson (completed manually)	Salesperson	Custom Contract
-	Trafficker	Trafficker	Custom Contract
-	Sales planners (completed manually)	Sales planners	Custom Contract	SalesplannersContacts__c
-	Teams (completed manually)	Teams	Custom Contract	TeamsoContacts__c
	Currency	-	Custom Contract	Currency ISO Code
	Message	Message	Custom Contract	Description__c

If the fields arrive empty they can be edited later

Automatic creation of Media Campaigns for new deals

To automate the campaign creation from Programmatic Direct deals you can use a flow called “CreateMediaCampaignUponContractCreation” that we can create for you in ADvendio. Please reach out to our support team in case you would like us to add this.

In version 2.173 and up we will provide this flow as a template in our package.

Every time a new Custom Contract is imported and therefore created in ADvendio a Media Campaign will be created with the mappings as shown below.

Mapping table with template flow

Custom Contract field	Media Campaign field
Custom Contract name	Media Campaign Name
Start Date	Campaign Start Date	only takes the date, not the time
End Date	Campaign End Date	only takes the date, not the time
Record id	Custom Contract lookup	We recommend you to add the Custom Contract lookup field to the Media Campaign layout. If not done yet, please check with your Administrator.
Advertiser Id	Programmatic Buyer	checks internally for External Account IDs and tries to match the id with the mapped Account 2.1.4.2 External Account IDs
Budget	Budget
Message	Internal Comment
Currency Code	Currency

You can also do the following adjustments to automate and customize the experience further:

Create a new Media Campaign list view on the Home page which can show the recently created campaigns for Custom Contracts
You can adjust the flow above to do more mappings, set a specific stage, create reminders for the operations teams after a few days passed. For this please note that you have to clone the flow that we delivered.