Onboarding a platform to Data Library

Overview

This tutorial walks through how to utilize the pre-built ADL 2.0 Marketplace apps to onboard a platform to Data Library 2.0.

Before you proceed

Identify which platforms have been onboarded and enabled in Data Library (see How to find which platforms and reports are enabled in Data Library for more info)
Identify which platforms you wish to onboard and enable in Data Library (see Data Library 2.0 Supported platforms for more info)
You will need to know your Alli user email and id to ensure you are the owner of the datasources (see your Alli user profile for the info)

Creating your datasources using Alli Marketplace

1.) Navigate to My Apps → Browse and search for the Alli Data Library 2.0 - Onboard Platform app

2.) Install the app, and select the platform you intend to onboard:

e.g., onboarding Facebook Ads for customer, Playground

3.) Copy and Paste your Alli email and user id into the corresponding fields

4.) Select Save & Run to execute the app. This will build the necessary datasources for the chosen platform.

5.) When finished, validate that your datasources were successfully created by checking the output, e.g.:

BASH

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CREATING DATASOURCES
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{'configFile': '/home/forklift/.pyenv/versions/3.9.13/lib/python3.9/site-packages/cli/sub_commands/config/data/datasources/social_facebookads_insights_ad.json', 'success': True, 'client_id': '553e88bd0bad40a62d4cdbeb', 'name': 'facebookads_insights_ad', 'id': '646dc530f035f1d91e102e04', 'link': 'https://data.alliplatform.com/datasource/646dc530f035f1d91e102e04/facebookads'}
{'configFile': '/home/forklift/.pyenv/versions/3.9.13/lib/python3.9/site-packages/cli/sub_commands/config/data/datasources/social_facebookads_insights_adconversion.json', 'success': True, 'client_id': '553e88bd0bad40a62d4cdbeb', 'name': 'facebookads_insights_adconversion', 'id': '646dc530f035f1d91e102e05', 'link': 'https://data.alliplatform.com/datasource/646dc530f035f1d91e102e05/facebookads'}
{'configFile': '/home/forklift/.pyenv/versions/3.9.13/lib/python3.9/site-packages/cli/sub_commands/config/data/datasources/social_facebookads_structure_accounts.json', 'success': True, 'client_id': '553e88bd0bad40a62d4cdbeb', 'name': 'facebookads_structure_accounts', 'id': '646dc530f035f1d91e102e07', 'link': 'https://data.alliplatform.com/datasource/646dc530f035f1d91e102e07/facebookadsstructure'}
{'configFile': '/home/forklift/.pyenv/versions/3.9.13/lib/python3.9/site-packages/cli/sub_commands/config/data/datasources/social_facebookads_structure_adcreatives.json', 'success': True, 'client_id': '553e88bd0bad40a62d4cdbeb', 'name': 'facebookads_structure_adcreatives', 'id': '646dc530f035f1d91e102e08', 'link': 'https://data.alliplatform.com/datasource/646dc530f035f1d91e102e08/facebookadsstructure'}
{'configFile': '/home/forklift/.pyenv/versions/3.9.13/lib/python3.9/site-packages/cli/sub_commands/config/data/datasources/social_facebookads_structure_ads.json', 'success': True, 'client_id': '553e88bd0bad40a62d4cdbeb', 'name': 'facebookads_structure_ads', 'id': '646dc530f035f1d91e102e09', 'link': 'https://data.alliplatform.com/datasource/646dc530f035f1d91e102e09/facebookadsstructure'}
{'configFile': '/home/forklift/.pyenv/versions/3.9.13/lib/python3.9/site-packages/cli/sub_commands/config/data/datasources/social_facebookads_structure_adsets.json', 'success': True, 'client_id': '553e88bd0bad40a62d4cdbeb', 'name': 'facebookads_structure_adsets', 'id': '646dc530f035f1d91e102e0a', 'link': 'https://data.alliplatform.com/datasource/646dc530f035f1d91e102e0a/facebookadsstructure'}
{'configFile': '/home/forklift/.pyenv/versions/3.9.13/lib/python3.9/site-packages/cli/sub_commands/config/data/datasources/social_facebookads_structure_campaigns.json', 'success': True, 'client_id': '553e88bd0bad40a62d4cdbeb', 'name': 'facebookads_structure_campaigns', 'id': '646dc531f035f1d91e102e0b', 'link': 'https://data.alliplatform.com/datasource/646dc531f035f1d91e102e0b/facebookadsstructure'}
{'configFile': '/home/forklift/.pyenv/versions/3.9.13/lib/python3.9/site-packages/cli/sub_commands/config/data/datasources/social_facebookads_structure_customaudiences.json', 'success': False, 'errorCode': 11000, 'errorMessage': {'driver': True, 'name': 'MongoError', 'index': 0, 'code': 11000}}

Each line item corresponds to a datasource created by the app. Take note of the following three key-value pairs for each datasource:

name - the name of the datasource created
success - returns True if datasource was successfully created (if False, datasource likely already exists for the customer)
link - the URL of the created datasource in Alli Data

Authenticating your datasources in Alli Data

1.) Navigate to your newly created datasource(s) by either (1) visiting the URL value(s) from the link key, OR (2) following:How to find your Data Library datasources in Alli Data

2.) Authenticate the datasource(s) accordingly and log an issue within the Alli Service Desk if you have any issues.

If one of the following platforms were onboarded, follow the corresponding guide:

Campaign Manager 360 - Onboarding CM360 to Data Library
The Trade Desk - Onboarding Trade Desk to Data Library
Bidtellect - Onboarding Bidtellect to Data Library
Vistar DSP - https://agencypmg.atlassian.net/wiki/spaces/PTD/pages/edit-v2/3153625089 (work in progress)

These guides also contain platform-specific instructions on how to backfill data, so you make skip the Backfilling data for a platform in Data Library section, as it is not applicable to these platforms.

(Optional) Creating child datasources to pull data from multiple ad accounts

This step is optional and only applies IF:

You need to pull data from multiple ad accounts
The datasource does not allow for selecting multiple accounts under the Additional Configuration Needed tab

1.) In the datasource Audit page, select Duplicate to create a duplicate of your datasource. This should take you to the newly duplicated datasource.

2.) Under the Advanced Settings tab:

Select the parent datasource in the Data Location dropdown. This ensures that the data loads into the same table.
Change the name of the datasource to follow the same format of the parent, e.g.:, dv360_insights_ad → dv360_insights_ad_1

3.) Update the Required Authorization and Additional Configuration Needed tabs as needed

4.) Save the datasource and backfill as needed

Overview

Before you proceed

Creating your datasources using Alli Marketplace

Authenticating your datasources in Alli Data

(Optional) Creating child datasources to pull data from multiple ad accounts

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