How Integrations Work
Integrations automatically funnel and organize all your campaign data from various third-party sources into a single, centralized platform. Instead of manually viewing data across multiple platforms, integrations aggregate this information into your Mediatool account. When combined with Mediatool's comprehensive features and reporting tools, the potential insights are limitless.
With integrations, you can:
Drill down into the results for each platform
Compare plans and targets to current actuals
Download and share dynamic, customized reports with your team
💡 In addition to our native integrations, we offer an open API and custom import/export options. Please reach out to your Customer Success Manager to discuss these further.
Best Practices Before Getting Started
For optimal results when setting up your connections, consider these tips:
Ensure Consistency in Mapping: The measures and splits you fetch from the platform should match the field you map them to in Mediatool. While names may differ across platforms, ensure they reflect the same metrics or dimensions.
Standardize Across Connections: Map the same metrics and dimensions across all connections. For example, if you collect impressions, clicks, engagements, conversions, and spend from one platform, do the same for others. Keep your splits consistent and avoid duplicates.
Perform Calculations Within the Tool: Instead of fetching metrics like CPC, CPM, etc., you should bring in the components and perform the calculations within the tool.
Account Level for Integration: Depending on your setup, consider integrating at the subsidiary level for specific market access; choose the parent account for broader access, but note that only users with parent permissions can view this data.
Following these tips will enhance your data usage when creating reports, as it will ensure comprehensive and consistent data coverage across platforms.
Setting Up an Integration
To set up an integration, you need:
Administrator-level access to the third-party platform you want to integrate with
Admin or Editor permission in Mediatool
A list of measures you want to funnel into Mediatool
How to Set Up an Integration: Generic Step-by-Step Instructions
⚠️ Please note that these instructions are general, and some options may not appear on all platforms.
Access the Integrations Page: Choose either your parent account or a subsidiary account, depending on the data you want to fetch.
Select the Platform: Click "Manage or Add" under the platform you wish to connect with.
Initiate the Integration: Click on "Add connection" to begin the integration process.
Follow Platform-Specific Steps: Follow the steps provided, noting that they may vary for each platform.
Configure Platform Settings: Once connected, you'll be directed to the settings page. The layout varies depending on the platform, but typical options include:
Date: Select the starting date for data retrieval. For historical data, choose an earlier date. If testing, choose a recent date to minimize processing time.
Accounts: Select the accounts to fetch data from. Only the user who authorized the connection can enable this setting.
For Google Sheets these Options are also available:
Spreadsheet(s): Choose the spreadsheets to fetch data from.
Sheet(s): Select the sheets to access data from.
Settings (optional): Click the settings icon next to your selected sheet to specify rows for data retrieval.
Report Type: This option is available for certain platforms like Google Ads. Choosing a report type will affect the available measures and dimensions of the connection. For example, if you want to add Ad Group Name as a dimension, you need to choose the "Ad Group" report type.
Strict Date Tracking: Useful for Always-on Campaigns. If enabled, it tracks UTI or codes only when dates match.
Select Measures:
Click "+ Add Measure" to match platform measures. Find the platform field (e.g., Spend) and map it to a Mediatool field like Actual Spend. Continue adding necessary measures, like clicks, impressions, and visits.
If you can't find a corresponding field, select "Create a new Mediatool equivalent," give it a name, and add the measure.
Decide on Splits:
Determine the dimensions for data splitting, such as campaign name or publisher platform. Add these in the same way as measures. If you can't find a corresponding field, create a new one. For clarity, when creating new fields, name external ones with identifiers like "External," such as External Campaign Name.
Match Results with Planned Data:
Use the settings icon on the split to enable tracking and select the appropriate method. Learn more about tracking and data matching here.
Save and Fetch Data: Once satisfied with your settings, click "Save Connection" at the bottom right. Data fetching time depends on the amount of historical data, but you can leave the page. A green checkmark will indicate completion.
Verify Data Fetching: After saving your connection, head to the Results section to ensure your data is being fetched correctly. Each platform appears as a tab at the bottom, allowing you to review the information collected.
This guide provides streamlined instructions to help you set up integrations efficiently. If you have additional questions or require further assistance, please consult your Customer Success Manager.
Can't Find the Fields You're Looking For?
If you're unable to find the fields you need for measures and/or splits, please reach out to your Customer Success Manager. We will help investigate the possibility of gaining access to those fields.
Which Integrations are currently available?
Click on the following link to view our updated list of current integrations.
Get Support
Have questions or need help? You can reach us directly via the messenger on Mediatool.com or the contact support button located in the top right corner of the Mediatool App.
Learn More
Not a Mediatool user but interested in learning more? Book a demo with the Mediatool team today and start being more productive with your marketing.