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Agency Onboarding - Client Connections
Agency Onboarding - Client Connections

Detailed instructions for getting started and connecting your clients' data to Flywheel 2.0, specific to Teikametrics Agency customers.

Updated over a month ago

In order for agency customers to successfully manage ads across Amazon and Walmart on behalf of their clients, they require access to various accounts each with their own unique permissions. In this article, both the account access levels and permissions required to manage ads effectively and connect to Flywheel 2.0 are provided.

This article provides customers with the following resources:

Additional Information on Nested Accounts

With Teikametrics Agency Edition, customers are now able to better manage multiple client sub-accounts. For more information on managing sub-accounts with Agency Edition, refer to this help article.

Connecting Amazon 1P Data

Before you are able to successfully connect your client's Advertising and Marketplace data on their behalf, your client will need to add your email to their account in AMS. If this step has already been completed, you may move on to ensuring the proper Vendor Central permissions have been granted.

Steps for Client to Add a New Amazon Marketing System (AMS) User

You can provide User Permissions to your agency team by selecting ‘Manage Users’ on the main dropdown menu within the AMS interface. After selecting “Invite a new user”, please enter the agency name as the Name, agency email as the Email, and provide "Editors" access level permissions. Once completed, click "Invite User".

Provide User Permissions to Vendor Central

To see the impact advertising has on your client's entire business, we’d like to pull in total sales data from Vendor Central as well.

Configure Permissions

Under the 'Settings' drop down menu, select 'Manage Permissions', and please provide the agency email with active permissions for 'Promotions and marketing', 'Product Management', 'Financial Reports', 'Operational Reports' and 'Digital Reports'.

  1. Go to the Sales channel page in Flywheel 2.0 and click Add Merchant.

  2. Select Amazon on the pop-up.

  3. You should see the screen below, letting you know that Flywheel needs access to two different APIs. One for Advertising data, and the other to connect Products data.

  4. Follow the instructions and refer to the help page above if you get stuck. Be sure to log in using the email address where permissions have been granted.

Connecting Amazon 3P Data

Before you are able to successfully connect your client's Advertising and Marketplace data on their behalf, your client will need to add your email to their account in Seller Central. If this step has already been completed, you may move on to ensuring the proper permissions have been granted.

Steps for Client to Add a New Seller Central User

1. Under 'Settings', click 'User Permissions'

2. Enter the desired agency email address for the new user email, add a name, and click 'Invite'.

3. You should receive an email from Amazon confirming your invite was accepted and you may set their access levels.

Next, you will need to ensure that you have been granted the proper permission levels by the Seller Central account owner.

Seller Central User Permissions

Configure according to the permissions detailed below:

1. Under Settings, click User Permissions

2. Click Manage Permissions next to the Agency email the client has added.

current-user-standard6

3. Under Advertising, please select "view & edit" next to Campaign Manager and Posts

4. Under Advertising, please select "view" next to A+ Content Manager, Coupons, Deals, Prime Exclusive Discounts, Promotions

3P-Instructions-Advertising

5. Under Inventory, please select “view & edit” next to Inventory Planning, Inventory Performance, Manage FBA Inventory, and Manage Inventory

3P-steps-Instructions-Inventory

6. Under Media Upload, please select “view & edit” next to Image Uploading

3P-steps-Instructions-MediaUpload


7. Under Reports, please select “view & edit” next to Brand Catalog Manager and Business Reports, Sales Summary

8. Under Reports, please select “view" next to Brand Analytics, Brand Dashboard, Growth Opportunities, Product Ads Performance Reports, and Promotions Performance

3P-Instructions-Reports

9. Under Store Design, please select "view & edit" next to Storefront Names, Stores Builder, Your Info & Policies

3P-Instructions-StoreDesign

  1. Go to the Sales channel page in Flywheel 2.0 and click Add Merchant.

  2. Select Amazon on the pop-up.

  3. You should see the screen below, letting you know that Flywheel needs access to two different APIs. One for Advertising data, and the other to connect Products data.

  4. Follow the instructions and refer to the help page above if you get stuck. Be sure to log in using the email address where permissions have been granted.

Connecting Walmart 1P Data

Before you are able to successfully connect your client's Advertising and Marketplace data on their behalf, your client will need to add your email and grant admin permissions on three Walmart accounts:

1. Steps for Client to Add Agency Partner as a New Ad Center User

  1. Navigate to the Walmart Ads Center

  2. If you have Admin-level access, you can access Admin Management by clicking the person icon labeled Account at the top right corner and selecting Admin.

  3. Navigate to the User - Advertiser Level section on the Admin page.

  4. Click + Add User at the bottom of the section.

  5. Enter the new user’s email address, first and last name. The system will verify the email address provided.

  6. Select the level of access you wish to provide to the user: admin, write or read from the Access type dropdown.

    1. Ensure that admin is selected.

  7. Click Add user.

2. Steps for Client to Add Agency Partner as a New Seller Center User

  1. Navigate to the User Management page in Seller Center.

  2. Select Add User at the top right. As a reminder, only sellers with admin level access can add users within Seller Center.

  3. Enter the new user’s information, including their name, email address and their role. Select Add to send an email invitation to the new user. The email will include a link that the new user can use to create their account and set their password.

    1. Ensure that the Role is set to Admin.

3. Steps for Client to Add Agency Partner as a New Retail Link User

  1. Log in to Retail Link, select the Tools icon, and select User Management from the options.

  2. Select + ADD USER and fill out the user’s details on the next screen.

    1. Ensure that the Role is set to Admin.

  3. Once the required field are filled out, click Add User.

  4. A confirmation banner will appear on the User Management page when a user is successfully added.

  5. The new user will receive a welcome email with the information to create their account. Their User ID will be the email address that was entered during the add user process. When you receive the welcome email, click Create Account.

Once the steps above have been completed, you're now ready to return to Flywheel and connect Advertising and Product data.

How to Connect Ad Account

  1. Go to the Sales channel page in Flywheel 2.0 and click Add merchant.

  2. Select Walmart on the pop-up.

  3. You should see the screen below, letting you know that Flywheel needs access to two different API's. One for Advertising data, the other to connect Products data.

Authorize Teikametrics as a Trusted Partner

4. Next, you'll need to authorize Teikametrics as a trusted partner. This will allow us to sync advertising data, create campaigns, and make target optimizations for you.

Click on "Authorize on Walmart Advertising Center" as seen below, to be redirected.

5. In Walmart Ad Center, be sure to Sign in with Walmart.com (Not Sign in as Seller.)

This will take you to the Walmart Ad Center.

6. Scroll down to the API Partner - Advertiser level and click + Add Partner. In the API Partner name dropdown, select Teikametrics.

7. In the Access Type dropdown, select Write Access.

8. Next, click Add Partner to complete this step.

9. Check the box to confirm Teikametrics is authorized as a trusted partner with write permissions in Walmart Ad Center account, and click Continue. You will then be prompted to enter an Advertiser ID and Supplier ID.


Need help locating the Advertiser ID Supplier ID?

ADVERTISER ID

Need help locating your Advertiser ID? You can find this information in Walmart Ad Center under Admin Management. Navigate to Admin Management and click on the person icon labeled Account at the top right corner and select Admin.

You can locate your Advertiser ID on this page, next to Advertiser Type.

SUPPLIER ID

Within Walmart's Supplier Center account, your Supplier ID will be located just below the “Select the channel you want to view”. You'll need this for the next step!

10. Once you've entered both the Advertiser ID & Supplier ID, click "Connect Supplier Data" to complete the advertising connection step!


How to Connect Product Data

Under add products data, Select 1P Supplier. You'll need the following to complete this step:

  • Admin permissions for your client's Supplier One account.

  • Supplier ID

  • Distributor IDs (only if DSV)

Distributor ID (DSV Only)

To find your distributor IDs, head to Supplier One. Click Account (upper right corner) > Supplier Profile > Logistics > Facilities to get to the screenshot below. DSV Distributor ID is what you are looking for, beneath Facility Information.

Choose either Warehouse or DSV for your Seller type. After you have entered all Distributor IDs (DSV only), click Continue.

Next, you will be directed to authorize the data connection from Walmart's Supplier One App Store. Complete sign in using admin credentials (email and password). If you are already signed in to Supplier One, you should not need to login a second time.

Choose the account you wish to connect products data to Teikametrics for.

Next, you will be asked to consent to sharing access to data with Teikametrics. There are two scopes for authorization required to connect products data successfully: Item setup and management and DSV order management. Select "Share Data".

You should be redirected back to the data connection module on the Sales Channel page of the Teikametrics app.

Click "Close and exit" and congratulations! You've successfully connected your ads and product data. You may view and manage the status of your data connections from the Sales Channel page moving forward.

On the Walmart side, you may view and manage Products API access at the Supplier One account level at any time from the Supplier One App Store.

Connecting Walmart 3P Data

Before you are able to successfully connect your client's Advertising and Marketplace data on their behalf, your client will need to add your email and grant admin permissions on three Walmart accounts:

1. Steps for Client to Add Agency Partner as a New Ad Center User

  1. Navigate to the Walmart Ads Center

  2. If you have Admin-level access, you can access Admin Management by clicking the person icon labeled Account at the top right corner and selecting Admin.

  3. Navigate to the User - Advertiser Level section on the Admin page.

  4. Click + Add User at the bottom of the section.

  5. Enter the new user’s email address, first and last name. The system will verify the email address provided.

  6. Select the level of access you wish to provide to the user: admin, write or read from the Access type dropdown.

    1. Ensure that admin is selected.

  7. Click Add user.

2. Steps for Client to Add Agency Partner as a New Seller Center User

  1. Navigate to the User Management page in Seller Center.

  2. Select Add User at the top right. As a reminder, only sellers with admin level access can add users within Seller Center.

  3. Enter the new user’s information, including their name, email address and their role. Select Add to send an email invitation to the new user. The email will include a link that the new user can use to create their account and set their password.

    1. Ensure that the Role is set to Admin.

3. Steps for Client to Add Agency Partner as a New Retail Link User

  1. Log in to Retail Link, select the Tools icon, and select User Management from the options.

  2. Select + ADD USER and fill out the user’s details on the next screen.

    1. Ensure that the Role is set to Admin.

  3. Once the required field are filled out, click Add User.

  4. A confirmation banner will appear on the User Management page when a user is successfully added.

  5. The new user will receive a welcome email with the information to create their account. Their User ID will be the email address that was entered during the add user process. When you receive the welcome email, click Create Account.

Once the steps above have been completed, you're now ready to return to Flywheel and connect Advertising and Product data.

How to Connect Ad Account

  1. Go to the Sales channel page in Flywheel 2.0 and click Add Merchant.

  2. Select Walmart on the pop-up.

  3. You should see the screen below, letting you know that Flywheel needs access to two different APIs. One for Advertising data, and the other to connect Products data.

Authorize Teikametrics as a Trusted Partner

4. Next, you'll need to authorize Teikametrics as a trusted partner. This will allow us to sync advertising data, create campaigns, and make target optimizations for you.

Click on "Authorize on Walmart Advertising Center" as seen below to be redirected.

5. In Walmart Ad Center, be sure to Sign in with Seller Center. This will take you to the Walmart Ad Center.

6. Scroll down to the API Partner - Advertiser level and click + Add Partner. In the API Partner name dropdown, select Teikametrics.

7. In the Access Type dropdown, select Write Access.

8. Next, click Add Partner to complete this step.

9. Check the box to confirm Teikametrics is authorized as a trusted partner with read/write permissions in my Walmart Seller Center account, and click Continue. You will then be prompted to enter your Advertiser ID and Seller ID.


Need help locating your Advertiser ID and Seller ID?

ADVERTISER ID

You can find this information in Walmart Ad Center under Admin Management. Navigate to Admin Management and click on the person icon labeled Account at the top right corner and select Admin.

You can locate your Advertiser ID on this page, next to Advertiser Type.

Seller ID can be found in Seller Center. It's the 11-digit number right below the ACTIVE icon.

10. Once you've entered both your Advertiser ID & Seller ID, click "Connect Marketplace Data" to complete the advertising connection step!

How to Connect Product Data

  1. Under Add Products data, Select 3P Seller and click Continue.

  2. You'll be redirected to Walmart to log in, then will be directed to a page in Retail Link to Authorize Flywheel 2.0. Click Authorize to complete this step, and be redirected back to Flywheel.

Congratulations! You've successfully connected ads and product data. Click Close and Exit to start using Flywheel.

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