Prerequisites

1. You must have a Trade Desk account.
2. You must execute an Access Agreement and an API Addendum with The Trade Desk. The Trade Desk manages the end-to-end execution of this paperwork. To begin the process, reach out to your Trade Desk Account Manager. Here are additional details on the two agreements:
   1. Access Agreement - This is an agreement between you and The Trade Desk that allows our data provider Fivetran to access your data.
   2. API Addendum - This will enable API access for your Trade Desk account, which is required for us to access your data using Fivetran. There may be an up front cost attached to this addendum.
3. You must create two reports within The Trade Desk that Prescient can use to ingest data.
   1. Historical data report - This report should contain as much historical performance data as you can retrieve, up to two years. We recommend naming this report something along the lines of {your_orgs_name}_PRESCIENT_HISTORICAL_DATA_SINGLE_RUN (e.g. NIKE_PRESCIENT_HISTORICAL_DATA_SINGLE_RUN).
   2. Daily data report - This report should update daily, and should only include data from the previous day. We recommend naming this report something along the lines of {your_orgs_name}_PRESCIENT_YESTERDAY_RUN_ONLY_SINGLE_RUN (e.g. NIKE_PRESCIENT_YESTERDAY_RUN_ONLY_SINGLE_RUN).
   3. These reports should include the following metrics and grains: DATE, MEDIA_TYPE, DEVICE_TYPE, CAMPAIGN, CAMPAIGN_ID, IMPRESSIONS, CLICKS, ADVERTISER_COST_USD, TOTAL_CLICK_VIEW_CONVERSIONS, and TOTAL_CLICK_VIEW_CONVERSION_REVENUE.

Setup Instructions

1. Log in to your Trade Desk account
2. Retrieve the name of the report you created that contains daily updating data. Copy and paste that in to the Daily Data Report Name box
3. Retrieve the name of the report you created that contains historical data. Copy and paste that in to the Historical Data Report Name box
4. Enter your Trade Desk Login and Password
5. Click Save & Test