The following instructions are for Global Support to provide to the client. The client should complete the integrations themselves. Please reference the troubleshooting guide at the bottom of the page if you have any trouble delivering these instructions.
Helpful links:
Link to Stitch: https://www.stitchdata.com/
Global Support stitch audit pinboard:
https://thoughtspot.14west.us/#/pinboard/7e802ca1-df78-4e14-a793-4f32fb613cb6/
IMPORTANT – PLEASE READ
The AdSet names in the networks MUST be named according to the following naming convention:
Free (X Codes)
{Source Code}:{List}:anything else
OR -
{Source Code} {List} anything else
OR -
{Source Code}|{List}|anything else
Example:
X1234567 Listname supportingtext
Paid (Non-X Codes)
{Promo Code}:{Primary Item}:anything else
OR -
{Promo Code} {Primary Item} anything else
OR -
{Promo Code}|{Primary Item}|anything else
Example:
E1234567 Itemname supportingtext
Getting Started With Stitch
To begin, Click Here to sign in to Stitch with your email and password. If you have forgotten your password, please select the ‘Forgot Password?' button at the login screen. If you do not have an account setup, please reach out to another member of your team so that they can add you as a team member in the ‘Manage Account Settings’ section of Stitch.
If you are logging into Stitch to setup a new integration (e.g. Facebook/Google/Bing/Google Sheet) you’ll want to make sure that you have all necessary logins for the social platforms that you will be integrating (i.e. Facebook, Google, etc.)
Once you’ve set up your account and signed into Stitch, you'll begin by selecting an integration.
Facebook or Google Adwords are often a good place to start; however, Stitch allows for integrations with Bing, and more (via Google Sheets).
These integrations will then be configured one at a time. Each has its own specific details that we will cover below.
Setting Up a Facebook Integration
To set up a Facebook Integration, simply select the Facebook logo from the menu shown above. This will open the menu shown here (click to expand) where you will enter the following details:
Integration Name:
{Affiliate Name/Abbreviation}_facebook_{identifier}
Attribution Window:
28 days
Sync Historical Data:
Set to one month before start date
Replication Frequency:
24 hours – Anchor Time: UTC 0:00
Once entered, you will be asked to login to your Facebook to confirm your account. From there, you will choose the Tables and Attributes to replicate. Below is a reference for which tables and fields should be selected.
Table to Replicate:
ads_insights
Fields to Track:
ad_id
adset_id
adset_name
campaign_id
Clicks
date_start
date_stop
impressions
spend
Once selected, your Stitch x Facebook integration should be complete. If you have any issues with this process, or have more questions, please contact Global Support.
Setting Up a Google Ads Integration
Much like a Facebook integration (or any integration with Stitch) we’ll begin with the integration details. For Google Ads we will use the following:
Integration Name:
{Affiliate Name/Abbreviation}_google_{identifier}
Sync Historical Data:
Set to one month before start date
Replication Frequency:
24 hours – Anchor Time: UTC 0:00
Once again, after initial configuration you will be asked to sign in to your Google Ads account. Once signed in, you’ll navigate to “Tables to Replicate.” Below is a reference for which tables and fields should be selected.
Table to Replicate:
AD_PERFORMANCE_REPORT
Fields to Track:
adGroup
clicks
cost
Day
impressions
Once selected, your Stitch x Google Ads integration should be complete. If you have any issues with this process, or have more questions, please contact Global Support.
IMPORTANT – PLEASE READ
The AdSet names in the networks MUST be named according to the following naming convention:
Free (X Codes)
{Source Code}:{List}:anything else
OR -
{Source Code} {List} anything else
OR -
{Source Code}|{List}|anything else
Example:
X1234567 Listname supportingtext
Paid (Non-X Codes)
{Promo Code}:{Primary Item}:anything else
OR -
{Promo Code} {Primary Item} anything else
OR -
{Promo Code}|{Primary Item}|anything else
Example:
E1234567 Itemname supportingtext
Setting Up a Google Sheets Integration
Unlike Facebook and Google Ads, clients will not be allowed to manually create Google Sheets - the client will set up the integration but Global Support will create/provide the google sheet when requested. The main reason for this is that the set up of the Google Sheet column titles is very specific and if not matched exactly, the integration will fail.
In order to integrate with Google Sheets, a sheet will need to be created with the sole purpose of uploading costs and all of the headings shown above must be included exactly as is (case sensitive.) This sheet will also need to be shared with the BI team. We do not recommend adding extra column headers to these sheets; however, if you have a new use case that requires this, please reach out to your CSP.
Once the Google Sheet has been created and the headings are validated, you will configure your integration with the following details:
Integration Name:
{Affiliate Name/Abbreviation}_google_{identifier}
Spreadsheet ID:
Go to Google Sheets and log into the Google account associated with the spreadsheet you are looking to integrate.
Open the spreadsheet that you want to use in the integration.
Your Spreadsheet ID is within the URL to the webpage. In the image below, the portion of the URL within the blue box is the Spreadsheet ID. Keep this readily available to continue with the integration.
Sync Historical Data
Set to one month before start date
Replication Frequency
24 hours – Anchor Time: UTC 0:00
Once all of the integration details have been entered, you will be asked to sign into your Google account to verify the integration. If you have any issues with this process, or have more questions, please contact Global Support.
IMPORTANT – PLEASE READ
BI will drop and reload all costs entered in client Google Sheets 3 months back (current month + the previous 3 – ex. during October we will drop and reload all costs for July, August, September, and October) everyday.
Any changes during that 3 month window can be made within the google sheet – no BI notification or intervention required.
If a client has a change that needs to be made for the current calendar year outside of that 3 month window, then they can do so in the sheet. HOWEVER, they have to submit a ticket and coordinate with BI so that we can temporarily expand the cost pulling window to pick up the corrected costs.
It is recommended that clients do not remove any costs from the google sheets without oversight. If needed, the client can work with their CSP to organize a cost purge to delete and catalog historical costs.
Timing:
Costs are pulled at approximately 8am EST.
Costs entered in by 8pm EST will show up in BI reports (ThoughtSpot and Qlik dashboards) 2 days later. Anything entered in after 8pm EST will show up 3 days later.