DCM Bulk Onboarding Tool

An example tool to perform bulk tasks to onboard DCM accounts using DCM API.

OVERVIEW

This AppScript-based tool lets you use a Google Spreadsheet to perform bulk boarding tasks including - Bulk Create Subaccounts - Bulk Create AdvertiserGroups - Bulk Create Advertisers - Bulk update Advertiser Floodlight Config ID

Additional helper tasks for these bulk creations include - Get User Role Permissions List - Get All Advertisers

It uses DCM APIs to pull and push data to DCM.

The same result could be achieved by manually creating each entities through the DCM UI, but the tool leverages the APIs and Spreadsheet functionalities to automate the most manual steps.

In order to use this tool you need to have valid access to the DoubleClick Campaign Manager APIs through your Google Account, and you will need to enable that API in a Google Cloud Project so that you can generate authenticate the tool (see the corresponding step of Initial Setup section below).

INITIAL SETUP

• Create a new Google Spreadsheet and open its script editor (from Tools > Script Editor)
  • Copy the code from code.js and utils.js in two corresponding code.gs, utilities.gs files in your AppScript project
  • Enable DCM API Resources > Advanced Google Services and enable the DCM/DFA Reporting and Trafficking API (v2.8)
  • Click on Google API Console link at the bottom of Advanced Google Services window to open the Google Cloud Platform project, select Library from the left hand menu, then search and enable the DCM API in the project
• Close the script editor and spreadsheet tabs both (this is necessary so the custom functions appear)
• Re-open the Go back to the Spreadsheet, click on the DCM Functions menu and select Setup Sheets for the initial tabs and header rows setup (wait for the script to finish)
• Remove any tab not needed (aside from the ones created by script)
• Input the DCM Profile ID in the setup tab (i.e. at cell C5) then select Data from the sheet menu and select Named Ranges.... to set the title DCMProfileID and value Setup!C5

USAGE

• As general rules
  • Only manually edit columns with green headers.
  • Columns with blue headers will be auto-populated.
  • Columns with a header* means it's required, otherwise optional
• Get User Role Permissions List Get all user role permissions populated in UserRoePermissions tab (this tab is for read-only purpose, so do not edit it). Then select "Get User Role Permissions List" from DCM Functions menu.
• Bulk Create Subaccounts Fill out the tab Subaccounts with names permission IDs (could be retried with "Get User Role Permissions List" function from last step), then select "Bulk Create Subaccounts" from DCM Functions menu.
• Bulk Create Advertiser Groups Fill out the tab AdvertiserGroups then select "Bulk Create Advertiser Groups" from DCM Functions menu.
• Bulk Create Advertisers Fill out the tab Advertisers then select "Bulk Create Advertisers" from DCM Functions menu.
• Get All Advertisers Retrieve all advertisers into "FloodlightConfigShareAdvertisers" tab by selecting "Get All Advertisers" from the DCM Functions menu.
• Share Advertisers Floodlight Configuration Share advertisers floodlight configuration IDs by modifying "Floodlight Configuration ID" column in FloodlightConfigShareAdvertisers tab (note: only keep the rows of advertisers that you intend to update).