On this page
Requirements
- You must be an administrator of the Search Ads 360 account you want to connect to during the initial setup.
- You must have the SFTP credentials (username and password) as well as the correct file path for the file you want to import.
Set up SFTP as a data source
Apply a use case now
The following sections walk you through a single procedure to link a data source to a use case, such as audience or Floodlight conversion creation. To link the data source only, and apply a use case later, you can refer to Apply a use case later.
Customer Match
Through the "Audience manager" page
- Sign in to your Search Ads 360 account.
- Navigate to a sub-manager account, and then to the Google Ads client account.
- In the page menu, select Audience manager under the Shared library dropdown.
- Select the plus button
, and then select + Customer list.
- In the “Data source” card, choose Connect a file, then select Continue.
- Enter your SFTP credentials.
- Select Test connection, to make sure the connection is configured correctly, then select Next.
- Enter the path to the file you want to upload, relative to the host address, then select Next. Note that port 21 is used by default. To specify a different port, append a colon and the port number to the path--for example, sftp://example.com/path/file.csv:2222.
- To map fields, select the data source fields from the dropdown lists that match the Google fields.
- Optional: To apply transformations, select
Transform - Select Next.
- Enter a name for this connection.
- Optional: Edit connection details.
- Select Finish.
- Enter a name for the segment, confirm policy compliance and membership duration, then select Create.
- Select Done.
Learn more about Customer Match and audience segments.
Offline conversion import
Through the "Conversions" page
Note: Conversions uploaded using the legacy Uploads page are not accessible from Data Manager. To make these conversions available, you must import them following these steps.
- Sign in to your Search Ads 360 account.
- Go to the Conversions dropdown under “Tools & settings” and select Summary.
- Select + Create conversion action.
- Select Import.
- Select CRMs, files, or other data sources.
- Select a tracking method, then select Continue.
- In the “Data source” card, select Connect a file.
- Select the Customer data box, to acknowledge that the data was collected and is being shared in compliance with Google's policies, then select Continue.
- Select a conversion goal from the list, then select Set up.
- Select Save and continue.
- Enter your SFTP credentials.
- Host
- Username
- Password
- Select Next to make sure the connection is configured correctly.
- Enter the path to the file you want to upload, relative to the host address, then select Continue. Note that port 21 is used by default. To specify a different port, append a colon and the port number to the path. For example, sftp://example.com/path/file.csv:2222.
- Optional: You can add filters to select the records you want to import. This is important especially if you have multiple different conversion goals in the file you will be importing. Learn more about using filters.
- Select the field you want to use as a filter In this case it will be the conversion goal field.
- Add the condition and the specific conversion action you want to use.
- To map fields, select the data source fields from the drop-down lists that match the Google fields, then select Continue.
- Enter a name for this connection.
- Optional: Edit connection details.
- Select Save and continue.
Apply a use case later
In this type of setup, you complete each part of the connection at different times. This can be useful when you are ready to link a data source, but you are not ready to set up your use case, for example, you aren’t ready to create a customer list.
Example
Consider the following scenario:
- Step 1: Dana is an engineer who manages data for your company. Dana sets up the data source to be used for activation in Search Ads 360. The data source is ready to be associated with a use case.
- Step 2: Mahan is a media specialist who needs to measure audience activation. Mahan creates a customer list and then associates it to the data source that Dana has previously set up, to use that data for Customer Match.
Step 1. Initiate the connection to the data source
Note: It’s recommended that you add an audience segment or conversion goal to a connection that you created. You can either set up an audience segment or conversion goal before you link a data source or you can create an audience segment or conversion goal in the final step of setting up a data source.
Open Setup, select Data manager. Select the connection you just made from “Connected products” and under “Usage”, select + Add audience segment or + Add conversion action.Set up a data source and create a connection to be associated with a use case later.
- Sign in to your Search Ads 360 account.
- Navigate to a sub-manager account.
- In the page menu, select Setup drop-down, and then select Data manager.
- Select + Connect Product.
- Under Data source, search and select a data source from the list of products.
- If prompted, select Direct connection.
- Select your use case, read and accept the customer data policy, then select Continue. If you select Audiences, you are prompted to select the data type at this step.
- Enter your data source location and credentials*, then select Next.
- To map fields, select the data source fields from the dropdown lists that match the destination fields.
- Optional: Apply transformations to your data.
- Select Next.
- Enter a name for this connection.
- Optional: Edit connection details.
- Select Finish.
Note: If you already completed the instructions for initiating the data source connection, including the optional step, you can skip the remaining instructions for completing the connection.
* Use the same credentials and location details for this data source as described in the first part of this article.
Step 2. Complete the connection by applying a use case
- Open the destination you intend to use–for example, begin to create a new customer list or conversion goal using the steps from the previous sections. Return to these steps before completing the data source step.
- Under Data source, choose Select an existing source.
- Select the data source that was initiated in Step 1 from the list of data sources.
- Continue to follow the remaining steps for your use case in the first part of this article. Note that you will skip further data source-related steps, such as entering credentials, because you completed these previously.
Troubleshoot errors
- Ensure that your conversion goal has successfully connected to the chosen connection. Otherwise, no data will come in.