# Import Custom Costs

Quick Set
  • CREATE: Data file acc. To specification.
  • SELECT: "Process": arrow_right: "Add new process": arrow_right: "Custom Cost Import"
  • CHOOSE: How to import the file.
  • INCLUDE the configured module in the Workflow schedule and start them.
    : tada: READY give yourself a high-five **: tada: **

# Introduction

The module allows you to attach cost information for different sources and channels to your data. The functionality allows you to determine the effectiveness of individual activities and optimize costs based on adding indicators such as ERS, ROI or ROAS to reports.

# An example of operation

  1. You position your website thanks to the services of an SEO agency.
  2. You submit cost data to WitCloud every month.
  3. You combine traffic data from the results. organic search engines with SEO costs.
  4. Based on the effects of users' actions, you determine the ROI for investment in SEO.
  5. You know to what extent the money spent returned.

# Configuration

# Before you start

  1. Preparation of the data file Regardless of how the file is connected to the database later, it is necessary to prepare a file with costs according to a specific format. A valid file must have the following structure for the following columns:
    _: exclamation: Date_Start start date for cost data in the format yyyy-mm-dd (e.g. 2020-05-21)
    _: exclamation: Date_End end date for cost data in the format yyyy-mm-dd (e.g. 2020-05-21)
    *: exclamation: Source source to which we assign costs
    • Medium medium for which we assign costs
    • Campaign campaign to which we assign costs to
    • AdContent Characteristic ad content
    • Keyword keywords
      _: exclamation: Cost cost as a number written with a decimal point as a dot. Do not include the currency sign. e.g. _ "30.50" *.
    • Clicks the number of clicks attributed to a given advertising campaign.
    • Impressions number of ad views assigned to a given campaign.
      Fields with ": exclamation:" are obligatory, the rest are informative and facilitate later interpretation. The template of the file for importing costs is located in each section of the document attachment under the button Template.

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# Start creating the module

Select the "Process" tab from the menu on the left, then click the "Add new Data Process" button.

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Select "Custom Cost Import" from the list of available modules

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# Initial settings

In the next step we establish

Name (1) We enter the name of our cost here, it will be visible under this name in other places on the WitCloud platform.

Analytics pipeline (2) we choose from the list a previously configured process to which our data is to be attached.

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Depending on the intended method of data transfer, we choose one of the available options:

  • File
  • URL
  • Spreadsheet
  • BigQuert

# Import cost from file

We choose "File" (1) as the data source. By clicking the "Browse" button we choose the local file on the computer.

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WARNING!

The file must be prepared appropriately. You can download a file format with the cvs extension by clicking the Template button.

After selecting the file and clicking the "Fetch" button, the data will be validated. If the data turns out to be incorrect, the total number of errors (1) will be presented in the summary. When you hover your mouse over the exclamation mark, a detailed message (2) will be displayed.

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After correctly connecting the file, click the ** "Create" ** button and it's ready.

# Import costs from URL

Select "URL" (1) as the source of data. Then paste the URL of the file into the dialog box (2).

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WARNING!

The file must be prepared appropriately. You can download a file format with the cvs extension by clicking the Template button.

FILE LOCATION

The data file must be on the server or in a google storage service. Files placed in google drive are not supported. Instructions on how to place the file on google storage can be found here (opens new window)

After selecting the file and clicking the "Fetch" button, the data will be validated. If the data turns out to be incorrect, the total number of errors (1) will be presented in the summary. When you hover your mouse over the exclamation mark, a detailed message (2) will be displayed.

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After the file is properly connected, click the "Create" button and it's ready.

# Import costs from the spreadsheet

We choose "Spreadsheet" as the data source.

In the (2) window, select the user who has access to the Spreadsheet file with data.

After selecting the account, you can choose the Spreadsheet Id (3) file and the sheet in the Sheet Name (4).

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Spreadsheet Id can be easily downloaded from the document address field. In a web browser, after opening a given file, it is a string of characters as in the photo below.

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Sheet Name is the sheet name to be rewritten or pasted from the sheet.

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WARNING!

The file must be prepared appropriately. You can download a file format with the cvs extension by clicking the Template button.

After selecting the file and clicking the "Fetch" button, the data will be validated. If the data turns out to be incorrect, the total number of errors (1) will be presented in the summary. When you hover your mouse over the exclamation mark, a detailed message (2) will be displayed.

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After the file is properly connected, click the "Create" button and it's ready.

# Import costs from BigQuery

We choose BigQuery "as the data source.

In the field Google Cloud Project (2), select the correct project with the data to be imported. The BigQuery Dataset (3) and BigQuery Table (4) fields show the resources to which we have access and which can be selected as a data source. These are datasets and tables made available at the IAM level in Google Cloud Platform.

What if I can't access the entire GCP project?

If there is no access to a project at the IAM level, you can add data from this project in the following steps:

  • providing the correct dataset in BigQuery to the user (specifying the Dedicated Service Account),
  • selecting the Custom projectId option from the selection field (2),
  • entering or pasting the name of the project, in which the shared dataset is located, then it will appear in the available options of fields (3) and (4).

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After selecting the file and clicking the "Fetch" button, the data will be validated. If the data turns out to be incorrect, the total number of errors (1) will be presented in the summary. When you hover your mouse over the exclamation mark, a detailed message (2) will be displayed.

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After correctly connecting the file, click the "Create" button and it's ready.

# Setting the module in the schedule

Remember about the schedule !!

Please note that the configured data import process must be included in the Workflow configuration for it to be recalculated.

Last updated: 4/15/2021, 12:30:11 PM