If the SSP you want to collect data from does not have an API connection, or if it is not possible to get the intended data for other reasons; it is sometimes possible to setup a scheduled daily CSV file for the import.
It is always better to try to utilize the API first, as it is usually more stable, but CSVs can certainly also be used really well. Read more about how to setup an API connection: Set up a new SSP connection with API
How to do it?
You need to ask the partner company to generate automatic daily reports in .CSV format. So the daily mail need to contain exactly one .csv file. In some systems, you are allowed to do this your self also. Here are a few things to think about:
1. Excel-files doesn't work!
2. Only Gmail is supported as mailbox.
They should send the mail-reports to: dev_[customer]@relevant-digital.com You should already have been given a similar email, but if you are unsure, feel free to reach out to the support or Onbaording team, and they can send you the correct email.
The title should preferably contain some "unique" word such as “Xaxis,” "OMD", etc so that Yield can distinguish it in case you're setting up other mail-report-imports later to the same address.
The reports should contain the following fields (please notice that it might not be possible to get all of these, but the more the better):
- Date
- Placement ID
- Placement name
- Advertiser
- Revenue
- Impressions
- Deal
- Deal ID
(and if possible "Ad Requests")
In Yield you will then need to setup both access to the Mail-box and setup the name of the columns in the report.
Important: If you use your Relevant mail-address dev_[customer]@relevant-digital.com you will need assistance of Relevant support to complete this step as credentials are needed.
- In case the report currency is not EUR, you need to check Use default report currency and then select the currency from Default report currency.
- Fill in the fields as above, depending on the naming of the columns in the .csv report-file.
- Pay attention to the date-format in the date column, as you might need to fill it in the Date format field. (Necessary if the date is not on a standard Javascript format, if you’re uncertain – make sure to fill in this field)
To add the credentials for the Gmail account in the bottom of the page – use the same procedure as described for Google Ad Manager.
Using scheduled reports with Rubicon
As Rubicon is currently charging an extra fee for API calls, an alternative is to schedule daily mail-reports instead.
First create a saved report like this:
- Time period should be Yesterday.
- Columns should be
- Date
- Advertiser
- Zone
- Zone ID
- Ad Requests
- Paid Impressions
- Gross Revenue
- Deal
- Deal ID
- Buyer
- DSP
- Creative_Size - Add a filter Paid Impressions >= 1. This is for not adding unnecessary rows in the reports (for advertisers with bid-requests with no impressions). The reason is the 50k row report limit in Rubicon, see below.
First run the report manually and check how many rows it contains. If it is exceeding or is close to Rubicon’s 50k row report limit you might need to remove the Advertiser column in order to not lose data. Unfortunately this means Advertiser reporting in Yield for Rubicon will not be available.
Now schedule the report daily to the dev_[customer]@relevant-digital.com mail address provided by Relevant like this: