Onboarding a platform
Overview
This tutorial walks through how to utilize the pre-built ADL Marketplace apps to onboard a platform to Data Library
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 ADL)Identify which platforms you wish to onboard and enable in Data Library
(see: Alli Data Library (ADL) | Supported-platforms)
Creating your datasources through 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:
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.:
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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 createdsuccess
- returnsTrue
if 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) by either (1) visiting the URL value(s) from the link
key, OR (2) following:How to find your ADL 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 - Onboarding Vistar DSP to Data Library
These guides also contain platform-specific instructions on how to backfill data, so you make skip the Backfilling data for a platform 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