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 NameTypeRequiredDescription
dateDATEYesThe calendar date associated with the marketing performance data.
channel_nameSTRINGYesThe marketing channel the spend belongs to (e.g., meta, google_ads, tiktok, programmatic_display).
campaign_nameSTRINGYesThe name of the campaign associated with the spend.
campaign_idSTRINGNoThe unique campaign identifier from the advertising platform.
tacticSTRINGNoThe tactic or strategy used for the campaign (e.g., prospecting, retargeting, branded_search).
impressionsINTEGERNoNumber of ad impressions delivered.
clicksINTEGERNoNumber of clicks generated from the ads.
spendFLOATYesTotal media spend associated with the campaign for that date.
conversionsINTEGERNoNumber of attributed conversions for the campaign.
revenueFLOATNoRevenue 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:


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