Onboarding The Trade Desk
Prerequisites
If your client is managed by Partner PMG (Partner ID:
emzstyr
): API creds (ttd_api_emzstyr@pmg.com
) has access to client's TTD instance if your clientsIf your client is managed by other Partners, such as PMG - Turbotax, ServiceNow (other Partner IDs): API Username & API Password OR a Long-Lived Token. Those can be obtained from your Tradedesk representative
- If your client is managed by Partner PMG (Partner ID:
emzstyr
); other partners can be found below
Creating the Trade Desk Report
1.) Install the Alli Data Library - Trade Desk - Create Reports
Marketplace app

2.) Fill out the required fields and run the app
Set the REPORT_TIMEZONE
to EST (America/New_York) unless requested otherwise
3.) If successful, the output will include a prompt for each created report, e.g.:

Take note of the report names, as these are needed to link the report to the corresponding datasource
Linking the report to the datasource
1.) In Alli Data, navigate to each of the tradedesk_insights_*
datasources and update the following fields:
Required Authorization
You can select an existing authorization or create a new one. Fill out the auth form by entering

API Username (find in 1Pass)
API Password (find in 1Pass)
Long-lived Token (find in 1Pass)
When filling out the authentication form, provide either:
API Username and API Password or
Long-lived Token
You do not need to enter both.
Partner ID (find on Tradedesk UI)


Datasource Configuration
Advertiser Name (select the appropriate one based on the client)

2.) Hit Next
to save the configuration
3.) Select the appropriate report created in step #3 of the previous section

4.) Hit Next
to save the datasource
Backfilling the datasource
1.) Install the Alli Data Library - Trade Desk - Backfill Report
Marketplace app

2.) Fill out the required fields and run the app
3.) If successful, you should receive an email (via the email address entered in the app) with the backfill report attached, e.g.:

4.) Download the report and upload it to the corresponding datasource to execute the backfill
- If your client is managed by Partner PMG (Partner ID:
emzstyr
)
Creating the Trade Desk Report on UI
1.) Login to the Tradedesk UI and create reports based on your needs from templates
tradedesk_insights_ad
: created from the template id1818799
tradedesk_insights_geo
: created from the template id1819936
tradedesk_insights_inventory
: created from the template id1819976
2.) Download the report once it completes the first load
Linking the report to the datasource
1.) In Alli Data, navigate to each of the tradedesk_insights_*
datasources and update the following fields:
Required Authorization
You can select an existing authorization or create a new one. Fill out the auth form by entering

API Username (find in 1Pass)
API Password (find in 1Pass)
Long-lived Token (find in 1Pass)
When filling out the authentication form, provide either:
API Username and API Password or
Long-lived Token
You do not need to enter both.
Partner ID (find on Tradedesk UI)

Auth Form

You can select ‘Any User in {client_slug}' if you want to share the auth form with other users
Datasource Configuration
Advertiser Name (select the appropriate one based on the client)

2.) Hit Next
to save the configuration
3.) Select the appropriate report from the dropdown list
4.) Drag the downloaded .csv file from this step: 2.) Download the report once it completes the first load
into Define your data
section (you only need to do this once)

5.) Hit Next
to save the datasource and click on Load Data