This button triggers the process of mapping and integrating DSP advertisers and creating pixels for accounts that couldn’t be integrated automatically in Portal 3.0. It will reuse and connect to existing DSP advertisers where available, and create new advertisers if they don't yet exist.
Process
1 - Navigator check
Before using the "Start Integration Process" button in Portal 3.0, please follow these steps in Navigator to minimize the risk of creating duplicate advertisers in the DSPs:
- Go to Navigator and select the existing advertiser
- In the DSP Advertiser IDs box, ensure all existing Advertiser IDs are entered correctly
- If an existing Advertiser ID is missing, log an Ad Ops task to backfill the missing IDs
2 - Portal integration
Once Navigator setup is complete, you can start the integration process from Portal 3.0:
- Go to Accounts and select your account
- In the Integrations tab, click the Start Integration Process button. Portal 3.0 will then look up for an existing Navi advertiser, connect to the existing DSP advertisers and/or create new ones if needed.
Things to note
This button replaces the previous method of requesting integrations manually and waiting for engineering support.
The "Start Integration Process" button is currently only available for migrated accounts. This means that this button should not be visible for accounts created directly in Portal 3.0.
If an account was created directly in Portal 3.0, the Integrations will be triggered automatically when the contract is replicated. If the Status Center indicates that integrations were not initialized, please submit a ticket to Product Support.
This button is available for all migrated active accounts which have at least one ‘Signed’ contract pushed to Portal, and not integrated to CM360.
For a deeper dive into Portal Account Integrations, check out this flow.