Import Wizard Connection Guide: Strata

Transcription

1 Import Wizard Connection Guide: Strata Fall 2016

2 Table of Contents STRATA:... 3 HOW TO GET THE DATA FROM THE DATA SOURCE:... 3 THIS IS HOW THE FILE TEMPLATE SHOULD BE DEFINED:... 3 IMPORT WIZARD OPTIONS:... 3 PROCESS TO UPLOAD DATA:... 5 PROCESS TO MAP DATA:... 6 VISUALIZATION:... 6 ANY CHANGES REQUIRED:... 7

3 Strata: Strata Marketing delivers a superior product by committing enormous resources to build and maintain media software that meets client s needs. Strata provides an ability to deliver custom solutions for media professionals. How to Get the Data from the Data Source: Pull out a report from the source platform to get all clients data in one spreadsheet. Alternatively, you can provide a separate file per client. This is How the File Template Should Be Defined: Note, this sample file is ready for download and upload in the Import Wizard Definition. Or look at the screenshot below for the necessary fields from this file. Import Wizard Options: Mapping: Mark the field Client as Use for Mapping. Unique Fields: Mark Station Name and Isci as Unique. Date Ranges: Choose the Date field as Use for Date Range. Spot length, Client Net Cost, Net Cost, Purchased Spot Count, Net Purchased CPM, Net Purchased CPP, Purchased Imps, Purchased Rtg Grps: Mark each of these metrics as Is metric? as True.

4 This is a screenshot of the Import Wizard definition if you were to upload the sample file above:

5 Process to Upload Data: 1. Get the latest file from the source (this can be done as frequently as you choose to). 2. Make sure the file follows the template mentioned above. 3. Decide how this data will be delivered Scheduled (FTP, SFTP, Google Drive, DropBox) or Manual: Scheduled Option o You will need to have access to an FTP, SFTP, Google Drive, or Dropbox where the modified file from the previous section will be stored. o Rename the file to indicate the current date. For example: If today is 10/16/2016, the file name should be source_date_ csv. Pro-tip: make sure that the date format here matches the date format on your Import Wizard definition. If you set it to YYYY-MM- DD, make sure that the file reads source_date_ csv. o Upload the file in the Google Drive, Dropbox, or FTP and set the location correctly in the Import Wizard set-up page. o So long as the name-date in the naming convention is within the last 3 days if the item was already mapped the files can be processed. Manual Option o Select this option if you only want to send data into the system as needed. o For this option, you do not need any FTP, SFTP, Google Drive, or Dropbox location enabled for delivery. Instead, you will go to Administration, Import Wizard and load data into the appropriate Import Wizard Definition for Processing. o When setting the Import Wizard, select Delivery type = Manual :

6 o When you are ready to load a new file, go to Administration, Import Wizard and load data into the appropriate Import Wizard Definition for Processing: Process to Map Data: If everything from above is completed correctly, you will see an arrow appear on the right hand side of the window. Clicking on that arrow will bring you to the Manage Services screen with a new tile for Strata. From here you follow the same steps you would for mapping a client. Visualization: Once the data is pulled into the database, we can build performance widgets. Widget Definition Combination Chart showing Spot Length vs Client Net Cost

7 Widget Example Combination Chart showing Spot Length vs Client Net Cost Any Changes Required: If you need to make any modifications to the Import Wizard Definition for Strata, you can do this by clicking Edit in the Import Wizard area under Administration. Please note that due to data processing, only certain elements can be modified after data has started loading. If you do need to change something and have any difficulties, please feel free to reach out to your Account Manager or

8 Questions? Contact your Account Manger or TapClicks.com 3031 Tisch Way, Suite 1002, San Jose, CA