Master Authentication/MCC Migration Guidemkt.acquisio.com/rs/acquisio/images/Master...
Transcript of Master Authentication/MCC Migration Guidemkt.acquisio.com/rs/acquisio/images/Master...
ACQUISIO
Master Authentication/MCC Migration Guide
July 4, 2014 Master Authentication Guide Page 1 of 10
Master Authentication/MCC Acquisio now uses OAuth as a secure method to access Google AdWords and Bing Ads on your behalf.
Acquisio introduces the concept of ‘Master Authentication/MCC’. Think of it as an MCC for your MCCs –
you can connect multiple MCC accounts to it. It will simplify the way you add publishers and new
accounts in the future while providing maximum security for your credentials.
IMPORTANT DEADLINE NOTICE
All Google AdWords and Bing Ads publisher accounts must be migrated prior to July 11, 2014.
After this deadline, Acquisio will no longer be able to fetch stats from these publishers unless
the migration is done.
Upgrading Authentication/MCC To migrate your accounts to OAuth authentication, you have two options: (1) Automated Migration or
(2) Custom Migration. Automated Migration is best for agencies with a large number of accounts linked
with a limited number of Google AdWords credentials. We recommend this method as it tends to
significantly reduce the time required to upgrade your credentials to OAuth. Custom Migration is most
appropriate when more than 25 separate credentials were used to link your AdWords accounts to our
platform. While this method is the simpler of the two, it does tend to require a bit more time to
complete.
Automated Migration (RECOMMENDED)
For agencies with a large number of accounts linked with a limited number of Google AdWords
credentials, upgrade your credentials to OAuth with our migration wizard following these four easy
steps outlined below.
IMPORTANT NOTE: In order to migrate your Bing Ads accounts, you will need to have a Microsoft
account; legacy Bing Ads credentials will no longer work with OAuth. If you do not already have a
Microsoft account, create one here: https://secure.bingads.microsoft.com/signup.
Step 1:
Open the side menu (1), go to Settings (2) and select Manage Accounts (3).
July 4, 2014 Master Authentication Guide Page 2 of 10
Step 2:
Select the Master Authentication/MCC tab (4) and click on Upgrade Authentication/MCC (5).
Step 3:
The wizard will scan all of your current publisher accounts, group them, and suggest a Master
Authentication/MCC to link them to. If you have publisher accounts that are not linked via an MCC
account, the wizard will help you migrate them to OAuth as well.
You can create a new Master Authentication/MCC (6) or add the publisher accounts to an existing Master
Authentication/MCC (7) (where applicable).
July 4, 2014 Master Authentication Guide Page 3 of 10
Step 4:
Click on the Migrate to OAuth Authentication button and a pop-up window* to create your secure
authentication to Google AdWords or Bing Ads will appear (see below).
*IMPORTANT NOTE: Enable pop-ups on your browser.
Select the Google or Bing account associated with your MCC and you’re done!
July 4, 2014 Master Authentication Guide Page 4 of 10
Custom Migration
If more than 25 separate credentials were used to link your AdWords accounts to our platform, follow
these steps to individually upgrade your accounts.
Step 1:
Open the side menu (1), go to Settings (2) and select Manage Accounts (3).
Step 2:
Select the Master Authentication/MCC tab and click on Link New Master Authentication/MCC (1).
July 4, 2014 Master Authentication Guide Page 5 of 10
Step 3:
Select the Publisher (Google AdWords or Bing Ads) (2) and enter a Display Name for this Master
Authentication/MCC (3). Then click on Link Master Account (4) and a pop-up window* to create your
secure authentication to Google AdWords or Bings Ads will appear.
*IMPORTANT NOTE: Enable pop-ups on your browser.
Select the Google or Bing account associated with your MCC.
July 4, 2014 Master Authentication Guide Page 6 of 10
Step 4:
To associate your publisher accounts to the newly created Master Authentication/MCC account, click on
Publishers (A). Notice the publisher accounts that have ‘Not associated’ listed. Click on Associate (B),
which will prompt you to select the Master Authentication/MCC account of your choice (C).
If your accounts were not linked via an MCC, simply click on the Link button (D), which will open the
OAuth pop-up window to authenticate your publisher account.
Lastly, use the account selector (E) to move on to the next account you wish to migrate. Repeat Step 4 for
all other accounts.
July 4, 2014 Master Authentication Guide Page 7 of 10
Adding Client Accounts and Publishers
Manage Accounts The ‘Manage Accounts’ section provides an overview of your accounts and their settings, such as linked
publishers, currency, and language. This is also where you create/add and delete accounts.
In order to onboard a new account, simply click on + Add Client Account. Name the account, then select
a language, country and currency. The latter three settings control many aspects of your reports for that
account, such as date format, currency, metric labels, etc.
July 4, 2014 Master Authentication Guide Page 8 of 10
Once you have created an account, click on to immediately link a publisher
account. If you want to add a new publisher account to an account that has other publisher accounts
already linked, then just click the button.
You are now directed to the ‘Publishers’ section where you can link, unlink and delete publisher
accounts.
If you’re using a Master Authentication/MCC, follow these steps to add a new publisher account:
Once you have upgraded your credentials to the new Master Authentication/MCC, linking and
managing publishers is a breeze.
(1) From the Publishers screen, click the + Publisher Account button.
(2) Select a Publisher (Google AdWords or Bing Ads).
(3) Select the Master Authentication/MCC of your choice.
(4) Choose a Google AdWords or Bing Ads account from the list of linked accounts.
(5) Enter a Publisher Account Name to identify it.
Once the link has been established with the selected publisher, you can then import your campaigns
from the Import Campaigns tab. You can group the campaigns into Campaign Groups, which act as
cross-publisher folders for your campaigns.
July 4, 2014 Master Authentication Guide Page 9 of 10
If you’re not using a Master Authentication/MCC, follow these steps to add a new publisher account:
First, identify the Customer ID of the AdWords account you want to link to Acquisio. AdWords’ Customer
IDs have the “xxx-xxx-xxxx” format – this is found at the top right within AdWords.
To link a Bing Ads account, you’ll need the Account ID or Account number, which can be found under
“Accounts & Billing” within Bing Ads.
(1) From the Publishers screen, click the + Publisher Account button.
(2) Select a Publisher (Google AdWords or Bing Ads).
(3) Select None for Master Authentication/MCC.
(4) Enter a Google AdWords or Bing Ads account ID.
(5) Enter a Publisher Account Name to identify it.
Once the link has been established with the selected publisher, you can then import your campaigns
from the Import Campaigns tab. You can group the campaigns into Campaign Groups, which act as
cross-publisher folders for your campaigns.
July 4, 2014 Master Authentication Guide Page 10 of 10
Importing Campaigns You can import your campaigns at any point via the Import Campaigns screen (1).
If you want to import campaigns in another client account, choose the account from the account
selector at the top first. Then continue with the Import Campaigns tab. From there, you have two ways
of importing campaigns:
1. Bulk select campaigns to group into Campaign Groups – this allows you to group campaigns
in Campaign Groups/folders of your choice.
2. Use drag and drop to group campaigns in Campaign Groups – this allows you to group
campaigns in Campaign Groups/folders of your choice.
Click on Import Campaigns to Groups (3), which will save your groupings and sync the data for your
selection. Remember, you can always come back to re-organize your campaigns at any time.