Table of Contents
Overview
OneStrata Cost Lines can be linked to the following external entities:
Unlink an Entity From a Cost Line
Unlinking an entity from a Cost Line has the following effects:
- Delivery data for the now-unlinked entity is no longer available in OneStrata.
- The unlinked entity is not deleted automatically. If the external entity itself should be deleted, this must be done within the external integration provider platform.
To unlink an entity from a Cost Line do the following:
- Go to the appropriate external integration dashboard:
Provider Type Action Step DSP Unlink a Buyer Cloud (formerly FreeWheel DSP) campaign from a Cost Line
Go to the DSP dashboard for Buyer Cloud. Unlink a DV360 campaign from a Cost Line Go to the DSP dashboard for DV360. Unlink a campaign in The Trade Desk from a Cost Line Go to the DSP dashboard for The Trade Desk. Search Unlink a Google Ads campaign from a Cost Line Go to the Search dashboard for Google Ads. Social Unlink a Meta campaign from a Cost Line
Go to the Social dashboard for Meta. - For the desired entity, select the row action icon (three vertical dots).
- Select Unlink. This opens a message asking the user to confirm that the entity should be unlinked.
- Confirm that the entity should be unlinked by clicking the Unlink button.
Update an Entity Linked to a Cost Line
For a linked Cost Line and external entity pair, any changes made in OneStrata to the Cost Line are not automatically sent to the linked entity. These updates must be manually uploaded.
To update an entity linked to a Cost Line, do the following:
- Go to the appropriate external integration dashboard:
Provider Type Action Step DSP Update a Buyer Cloud campaign
Go to the DSP dashboard for Buyer Cloud. Update a DV360 insertion order Go to the DSP dashboard for DV360. Update a campaign in The Trade Desk Go to the DSP dashboard for The Trade Desk. Search Update a Google Ads campaign Go to the Search dashboard for Google Ads. Social Update a Meta campaign
Go to the Social dashboard for Meta. - Review the entity information.
Mismatching values are highlighted, but depending on whether or not the user is currently logged in to the external integration provider, the highlighted values are different:- Logged out: Values that are mismatched between what is currently committed on the Schedule grid and what was last uploaded to the external integration provider are highlighted with a yellow background.
- Logged in: Values that are mismatched between what is currently committed on the Schedule grid and what is currently in the external integration provider are highlighted with a yellow background.
- Logged out: Values that are mismatched between what is currently committed on the Schedule grid and what was last uploaded to the external integration provider are highlighted with a yellow background.
- For the desired entity, select the row action icon (three vertical dots).
- Select Update to open the Update widget.
- In the Update widget:
- In the Update Provider Data section, review the values. The updated values (marked with green) will be sent to the external integration provider and will replace the previously uploaded or current values (marked with red).
- Make any other desired changes.
- Click the Update button.
- In the Update Provider Data section, review the values. The updated values (marked with green) will be sent to the external integration provider and will replace the previously uploaded or current values (marked with red).
View the External Details of a Linked Cost Line
To view the details of an external entity linked to a Cost Line, do the following:
- Go to the appropriate external integration dashboard:
Provider Type Action Step DSP View the details of a Buyer Cloud campaign
Go to the DSP dashboard for Buyer Cloud. View the details of a DV360 insertion order Go to the DSP dashboard for DV360. View the details of a campaign in The Trade Desk Go to the DSP dashboard for The Trade Desk. Search View the details of a Google Ads campaign Go to the Search dashboard for Google Ads. Social View the details of a Meta campaign
Go to the Social dashboard for Meta. - For the desired entity, select the row action icon (three vertical dots).
- Select View to open the View Upload widget.
Depending on the linked entity, different information is displayed in the View Upload widget:
| Provider Type | Provider | Information |
|---|---|---|
| DSP | Buyer Cloud | |
| DV360 | ||
| The Trade Desk | ||
| Search | Google Ads | |
| Social | Meta |
View the Delivery Metrics of a Linked Cost Line
If a Cost Line and external entity are linked, the vendor delivery cost and number of delivered units of the linked external entity can be viewed and used for actualization within OneStrata.
To view the delivery metrics of an entity linked to a Cost Line, do the following:
- Open the OneStrata campaign that contains the linked entity.
- Go to the campaign's Actualization tab.
- In the Standard Actualization or Margin Actualization grid, do the following:
- Find the Actualization grid line that represents the linked Cost Line, using the (Cost Line) ID or External ID values.
Delivery data is broken out by billing period month, with each month corresponding to a Billing Period line. - If necessary, scroll horizontally until the Site Cost and Site Unit columns are reached.
Column Name Description Site Cost The vendor delivery cost of the linked external entity. Site Unit The number of delivered units of the linked external entity.
- Find the Actualization grid line that represents the linked Cost Line, using the (Cost Line) ID or External ID values.
The Site Cost and Site Unit values can be used for actualization. For more information, see Actualize a Media Cost Line, making sure to select Site as the applied source.
View the Delivery Metrics of Multiple Entities Linked to a Cost Line
When multiple entities are linked to the same Cost Line, the delivery metrics for the linked entities are aggregated at the billing period and Cost Line levels.
Therefore, the process of viewing delivery metrics for multiple entities linked to the same Cost Line is the same as the process of viewing delivery metrics for a single entity linked to a Cost Line.