Marketing Sources (Google Sheets)
Prerequisites
- To connect Marketing Spend data via Google Sheets, please ensure you have access to the Marketing Google Sheet template (link HERE) and the ability to share the sheet with an external service account. If you have any trouble completing these steps, your Prescient CSM is available to assist you.
Expected Table Schema
Our integration expects access to a single table that aggregates your daily marketing performance and spend data. This table should follow the schema below:
| Column Name | Type | Required | Description |
|---|---|---|---|
| date | DATE | Yes | The calendar date associated with the marketing performance data. |
| channel_name | STRING | Yes | The marketing channel the spend belongs to (e.g., meta, google_ads, tiktok, programmatic_display). |
| campaign_name | STRING | Yes | The name of the campaign associated with the spend. |
| campaign_id | STRING | No | The unique campaign identifier from the advertising platform. |
| tactic | STRING | No | The tactic or strategy used for the campaign (e.g., prospecting, retargeting, branded_search). |
| impressions | INTEGER | No | Number of ad impressions delivered. |
| clicks | INTEGER | No | Number of clicks generated from the ads. |
| spend | FLOAT | Yes | Total media spend associated with the campaign for that date. |
| conversions | INTEGER | No | Number of attributed conversions for the campaign. |
| revenue | FLOAT | No | Revenue attributed to the campaign performance. |
Note: The recommendation is for the data to be aggregated at the daily level, with one row per date, channel, and campaign combination.
Setup Instructions
To enable Marketing Spend data ingestion, please follow the steps below:
1. Download the Marketing Template
Download and use the official Prescient Marketing Google Sheet template:
📥 Marketing Template
https://docs.google.com/spreadsheets/d/1f-aJqYxpKPt_H1XPszYw0TZrx9XdJ7tF5_GzZk9Qk_Q/edit?gid=0#gid=0
2. Prepare Your Google Sheet
Fill in your marketing spend data using the provided template.
- Ensure all required columns are populated
- Data should be aggregated at the daily level
- Create a named range that includes all data rows (for example: MarketingData)
Note: The template includes a pre-configured named range by default.
If needed, see:
Create & use named ranges in Google Sheets
https://support.google.com/docs/answer/63175
3. Share the Sheet
Share the Google Sheet with Prescient’s service account:
- Permission level: Viewer
- Email address:
google-sheet-integration@prescient-ai-production.iam.gserviceaccount.com
4. Enter Sheet URL in Prescient
Copy the full URL of your Google Sheet and paste it into the Sheet URL field in the Prescient setup form.
5. Validate and Select Named Range
In Prescient:
- Click Find Sheet to validate access
- Select the appropriate named range from the dropdown
6. Save & Test
Click Save & Test to complete setup and confirm successful ingestion.
Tips
If validation fails, double-check that:
- The sheet is shared with the correct email address
- The full Google Sheet URL was used
- The named range fully covers your data
- Numeric columns contain plain numbers only (no
$symbols or commas) - Use US-based numeric formats
Updated 6 days ago
