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Requirements
- The Redshift database that you want to use must be accessible over the internet.
- You must provide Search Ads 360 Data Manager with a username or password for an account in the database with access to the table containing the data you would like to use.
- You need user credentials with permissions (including read) to access the data in Redshift.
- Your Redshift server must either be publicly accessible, or you can allowlist using the IP ranges for us-central1, us-east1, or us-west1 from this list of ranges.
Set up Redshift 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 Shared library drop-down, and then select Audience manager.
- SSelect the plus button
, and then select + Customer list.
- Under Data source, select Connect a new data source.
- If you previously linked a data source from the Data manager screen that you want to use, choose Select an existing source.
- Search and select Redshift from the list of data sources.
- Select Direct connection, then select Continue.
- Select the data type, then select Continue.
- Enter your Redshift database location, port, username, password, and database, then select Connect. By default, Redshift uses database location URLs that follow this template:
cluster-identifier.account-number.aws-region.redshift.amazonaws.com. - Enter the Redshift schema and table (or view) that you want to use, then select Next. Learn how to format your data for Customer Match.
- Optional: You can apply filters to define the audience segment that you’ll import. Learn more about using filters.
- 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.
- Enter a name for the segment, confirm policy compliance, then select Save and continue.
Offline conversion import
Through the “Conversions” page
- Sign in to your Search Ads 360 account.
- Navigate to a sub-manager account.
- In the page menu, select Conversions drop-down, and then select Conversions.
- Select + Create conversion action under Goals section.
- Select Import.
- Select CRMs, files, or other data sources.
- Select a tracking method.
- Under Data source, select Connect a new data source.
- If you previously linked a data source from the Data manager screen that you want to use, choose Select an existing source.
- Search and select Redshift from the list of data sources.
- Select Direct connection, then select Continue.
- Read and accept the customer data policy, then select Continue.
- Select a category from the conversion goal list, then select Set up.
- Enter your Redshift database location, port, username, password, and database, then select Connect. By default, Redshift uses database location URLs that follow this template:
cluster-identifier.account-number.aws-region.redshift.amazonaws.com. - Enter the Redshift schema and table (or view) that you want to use, then select Next.
- Optional: You can apply filters to define the conversion events that you’ll import. This is important especially if you have multiple different conversion goals in the file you will be importing. Learn more about using filters.
- 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.
- 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.
* 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
Setup errors
- Ensure that you are entering the correct database location URL and credentials.
- Ensure that the credentials you’re using have the appropriate permissions to access the table you need.
- Ensure that your conversion goal has successfully connected to the chosen connection. Otherwise, no data will come in.
Scheduled run errors
- The most common cause of scheduled run failures is updated permissions in Redshift. Check that the role or account that corresponds to your account has permissions to read the data.
- Ensure that the data still exists and that the names of the schema and table haven’t changed.