Tutorial: Onboarding a platform
Overview
This tutorial explains how to onboard a platform to Certified Datasources using pre-built apps from Marketplace.
Before you proceed
Check existing platforms
Identify platform(s) to onboard
Creating your datasources via Alli Marketplace
1.) Navigate to My Apps → Browse and search for the ADL 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.) Navigate to https://app.alliplatform.com/me, and 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.:
------------------------------------------------------------------------------------------------------------------------
CREATING DATASOURCES
------------------------------------------------------------------------------------------------------------------------
{'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:
name: the name of the datasource createdsuccess: returnsTrueif datasource was successfully created (ifFalse, 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) using the link URL from the output log
2.) Authenticate the datasource(s) accordingly.
Raise a request via https://agencypmg.atlassian.net/servicedesk/customer/portal/1/group/3 if you run into any issues
If onboarding one of the following platforms, follow the corresponding guide:
Campaign Manager 360: Onboarding CM360
The Trade Desk: Onboarding The Trade Desk
Bidtellect: Onboarding Bidtellect
Vistar DSP: Onboarding Vistar DSP
These include platform-specific backfill instructions, so you may skip the Tutorial: Backfilling data for a platform tutorial, 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