Bulk Management Datasource Connections

There are several actions that can be taken through the Bulk Management feature for this section: 

• Add a net new data source connection to existing accounts
• Update a current data source connection
• Delete existing data source connections within the existing rows

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An action that you cannot manage through this function is adding new accounts or editing the settings of those accounts. This is a separate function; see the article for Accounts and Account Settings in order to update/add/delete accounts._

Data Table Columns

Each row in the information table represents one existing data source connection, and the table contains columns that allow for the following:

Designating Datasource Connections

In the table below you will find the accepted options per Network Type. In most cases, you have 2 options of formats to get a particular data source connection added to an account. Except for the Network Types that are noted with asterisks in the first column, the following options are allowed: 

1. Advertiser-Level Data Source Account ID (Option 1): If you choose to add a data source connection with this first option, then it must be an exact match to what exists in the ‘Value’ column provided to you through the Download Account List CSV button of an existing data source connection of that Network Type. Some users may already have these IDs stored on their end, so they could use what you have already instead of this file for reference, as long as it's the same matching ID!
2. Advertiser-Level Data Source Account Name (Option 2): If you choose to add a data source connection with this second option, then you have a little more flexibility in what can be included here. It can be an exact match to the ‘Text’ column of the “Download Account List CSV” file, or it can be any form of that name. It’s suggested to include as unique as possible value to the account you’re attempting to connect to. As an example, in the below listed ‘9876543210 : Starbucks-Denver Location,’ the system could accept the following options, but isn’t limited to this list: 

• 9876543210 : Starbucks-Denver Location

• 9876543210

• Starbucks

• Starbucks-Denver

In either of the above options, if the system cannot find a match to an account in the given network, then an error will be returned for that row. If the second formatting option is being utilized and the system finds multiple match options based on the given value, an error will be returned and will display the options that the given value could match. It is then up to the user to then correct these errors.

List of Supported Network Types

For the few Network Types that are noted with asterisks, you will find additional instructions within the row on what is required in those cells. Some may require the use of the ‘FLEX Advertiser-Level Data Source Account ID (Required if Special Case)’ column.