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IN THIS ARTICLE
What Is Data Reconciliation?
Data Reconciliation is a step-by-step process to connect ad data—such as Facebook, Instagram, or Google Analytics—that couldn’t be automatically matched in the platform. You only have to do it once in the beginning in the campaign. Once linked, the data will update automatically every day, keeping your dashboards accurate and up-to-date with minimal effort.
If data can’t be automated or is opted out of automation, you’ll need to create a manual data entry and set a reporting cadence (e.g., daily, weekly) to ensure the data stays current. The platform will then guide you through what data to update and when.
For more information, visit FAQ: Data Reconciliation.
To learn additional steps to further streamline this process, visit How-To: Reduce Daily Reconciliation and Automate the Process.
What Are The Two Types Of Data Record Types?
There are two key data record types you can use to update your dashboard data - Automatic and Manual.
What Can Be Included As Automatic Entry?
Organic Social Posts
No intervention required. Once you provide the prompted post ID or live URL for an organic post after it goes live, Avid PubSuite can automatically extract and update its data daily. No further action is required after this setup.
Paid Amplification Posts
Minimal set up required. A one-time setup step is needing during the daily reconciliation process (the day after the ad goes live). After that, no additional manual work is required.
To make this process even easier, use Smart Labelling, which automates the data matching process and reduces errors.
What Requires Manual Entry?
Channels That Are Not Connected (Via API)
You’ll need to manually enter data at the frequency you set in your Reporting Centre settings.
During the reconciliation process, manual data entries that are due to be updated are outlined in a specific step, facilitating a streamlined execution process.
Avid PubSuite recommends updating this data every 7-14 days to keep your dashboard accurate.
For more information, visit All You Need To Know About Avid PubSuite API Integrations.
How Can I Minimise Reconciliation Time?
To review the options and steps to minimise reconciliation time, visit How-To: Reduce Daily Reconciliation and Automate the Process.
Can I Manually Adjust Automated Data?
Yes, if the data has been automatically provided via the platform connection, you are still able to adjust the data record manually.
For more information, visit How-To: Manually Adjust Automated Data.
How Do I Complete Data Reconciliation?
For more information, visit How-To: Complete Data Reconciliation.
Need more help?
Contact PubSuite Support via the chatbot button located in the lower-right corner of your screen.