Collecting data from The Trade Desk

This guide explains how to collect data from The Trade Desk. To learn how to collect data from a different data source, go back to the Available data sources in Adverity overview.

Prerequisites

Before you start collecting data from The Trade Desk, perform all of the following actions:

• Contact your The Trade Desk account representative and request a dedicated API user for Adverity. Dedicated API user permissions differ from those of a The Trade Desk UI user. Therefore, API users and UI users of The Trade Desk may have access to different reports. If any expected reports are missing in Adverity, contact The Trade Desk.

Creating a datastream to collect data from The Trade Desk

The basics of creating a datastream to collect data from any data source are explained in our guide to Creating a datastream. This guide contains information about the specific steps to create a datastream to fetch data from The Trade Desk.

Authorization: Allow Adverity to access The Trade Desk

1. If you choose Access using your credentials or Access using someone else's credentials, in Set up or edit Advertisers, you or the person granting access must choose one of the following options:

   • Choose Grant access to all items, including those created in the future to give Adverity Advertisers to access all existing items and all items created in the future.

   • Choose Select specific items to which you want to grant access to only give Adverity Advertisers to access the selected items. Adverity will not automatically have access to items created in the future. You will need to grant Adverity access to any items created in the future.

   If you use your credentials to grant Adverity access to The Trade Desk, all the items available to you using your credentials will be visible in the Authorizations page to all Adverity users with permission to edit this authorization.

   If someone else uses their credentials to grant Adverity access to The Trade Desk, the same applies to the items available using their credentials.

   This is important to consider if you do not want all Adverity users with permission to edit the authorization to be able to see the details of the authorization items. For more information about user permissions, see Managing user permissions.

Configuration: Choose the data you want to collect from The Trade Desk

To choose what data to collect and customize the The Trade Desk datastream configuration, follow these steps:

1. (Optional) Rename your datastream.

2. In Report type, select the report type you want to use. The next steps to configure your datastream depend on the option you select.

3. If you selected the Template report type, follow these steps:

   1. In Template, select the report template you want to use.

   2. In Advertisers, select the advertisers for which to collect data. If you do not select any items in a drop-down list, Adverity collects data for all items in the drop-down list.

   3. In Timezone, select the timezone in which the data will be reported.

   4. If your template uses Excel, in Sheet number, enter the number of the sheet for which to collect data. If you do not enter a sheet number, Adverity collects data for all sheets.

4. If you selected the Custom report type, follow these steps:

   1. Schedule a daily report in the The Trade Desk user interface with the preset Yesterday. Due to The Trade Desk rate limitations, it may take some time for all reports and advertisers to appear in the drop-down menus in Adverity.

   2. In Advertiser, select the advertiser for which to collect data. To collect data on the partner level, leave this field empty.

   3. (Optional) In Report keyword, enter a keyword to filter the list of available reports.

      Adverity periodically updates the list of reports. To use a recently created report that is not shown in the list, enter the report name in Report keyword to update the list with reports that include this keyword.

   4. In Report, select the report that you want to use to collect data.

Run initial fetch: Collect data from The Trade Desk

What's next?

• Apply Data Mapping to your collected data to harmonize data collected from different sources in Adverity.

• Transform your data to meet your needs by creating and applying transformations to your datastream.

• Load your data into Explore & Present to visualize your data in Adverity

• Load your data into an external destination of your choice

Troubleshooting The Trade Desk

A report is missing from my scheduled fetch from The Trade Desk

If you schedule a fetch from The Trade Desk before the report is ready in the The Trade Desk UI, Adverity is unable to fetch this data. As a result, a report may be missing from your scheduled fetch.

To resolve this issue, ensure that your fetch is scheduled to be performed several hours after the data you want to fetch is available in the The Trade Desk UI.