Migrating off linked accounts

We’re deprecating the ability to link multiple Ad Exchange accounts to a single Ad Manager account. Going forward, only a primary Ad Exchange account (sometimes called “mapped” Ad Exchange account) will be able to be used for backfill. This article has migration options and tools to help you migrate off linked accounts.

Multiple Payment Profiles (MPP) and Multiple Customer Management (MCM) are potential solutions for migrating off linked accounts. 

The Multiple Payment Profiles solution consolidates linked accounts for allocating and paying revenue and earnings to different business units for accounting and tax purposes. Multiple Payment Profiles allows you to be paid in multiple countries and currencies from a single Ad Manager 360. You're able to segment OA, PA, First Look (DFL) and Open Bidding traffic by geography or inventory.

This article outlines four possible migration paths for publishers currently using cross-network backfill.

Four migration paths

To decide how best to proceed, we recommend partners consider the following:

  • Ad Manager and Ad Exchange allows two variants of many-to-one network. Determine which network setup is applicable:
    • Multiple Ad Manager to one Ad Exchange account
    • One Ad Manager network to Multiple Ad Exchange accounts
  • Depending on the use case and how the cross-network backfill is structured, determine which is applicable:
    • Merge into single network
    • Split into multiple networks

The four migration paths are summarized in the table below:

Network Setup Merge Approach Split Approach
Multiple Ad Managers > 1 Ad Exchange Network

1. Merge multiple Ad Manager networks into a single Ad Manager network

2. Give every Ad Manager network their own Ad Exchange account

1 Ad Manager Network > Multiple Ad Exchange Accounts

3. Merge all Ad Exchange accounts into a single Primary Ad Exchange account

4. Create a new Ad Manager network for every Ad Exchange account

Migration process

To complete the migration process, follow these steps:

  1. Determine your existing network setup.
  2. Decide which migration path works best for your team.
  3. Follow the applicable migration path below:

Expand all  Collapse all

Multiple Ad Managers to 1 Ad Exchange Network - Merge Approach

Merge multiple Ad Manager networks into a single primary Ad Manager network.

  1. Create
    1. Retag to point exclusively to the primary Ad Manager network
    2. Recreate ad units in the primary Ad Manager network
Consider the Network Merger Checklist for things to think about when merging Google Ad Manager 360 networks.
Multiple Ad Managers to 1 Ad Exchange Network - Split Approach

Give every Ad Manager network their own Ad Exchange account.

To qualify for this migration path, and to have additional AdX accounts, you must already have your own AdX account. Partners who are backfilling using AdX accounts belonging to other partners are not eligible for this path.

  1. Request
    1. Submit a request to your account manager to create an Ad Exchange account(s).
    2. Partners that do not have an account manager can fill out the Ad Exchange: Network Request form to process the request
You should only submit this request if you don't have an existing Ad Exchange account for each Ad Manager network.
  1. Link
    1. Once the Ad Exchange account has been created, follow the instructions to Link an account to Ad Manager. This links the Ad Exchange account to your network.
  2. Create
    1. Copy rules and protections from the shared Ad Exchange account to the new, individually provisioned networks.
    2. Update Ad Exchange line items in each network to point to the mapped Ad Exchange web property code.
    3. [If applicable] Update inventory rules.
  3. Remove
    1. Remove pricing rules and protections from the shared Ad Exchange account
    2. Remove linked accounts from shared Ad Manager networks
1 Ad Manager Network to Multiple Ad Exchange Networks - Merge Approach

Merge all Ad Exchange accounts into a single primary Ad Exchange account.

  1. Create
    1. Transfer pricing rules and protections from the linked Ad Exchange accounts to the Primary Ad Exchange Account.
    2. Update Ad Exchange line items to point from the previously linked Ad Exchange account to the primary Ad Exchange web property.
  2. Remove
    1. Remove the existing Ad Exchange linked accounts connection from the Ad Manager network.
1 Ad Manager Network to Multiple Ad Exchange Networks - Split Approach

Create a new primary Ad Manager network for every Ad Exchange account.

We don't recommend this migration path because it is complex. We're including here to lay out all options.
  1. Create
    1. Create a new Ad Manager network for each Ad Exchange account.
    2. Retag pages so they point to the newly created Ad Manager networks.

Migration Tools

To assist partners with the migration we have two helpful tools:

  • Bulk update backfill line items to point to the primary Ad Exchange network
  • Bulk download and upload Unified Pricing Rules and Protections

Instructions for use

Bulk update backfill line items to point to the primary Ad Exchange network
  1. Sign in to Google Ad Manager.
  2. Navigate to Delivery and then Orders and then Line items.
    1. Filter for Programmatic and then True
  3. In the Line Item table, select the line items you want to point to the primary Ad Exchange network.
  4. Select Change to primary Ad Exchange account in the toolbar.
    1. When changed, a notification appears showing how many line items were updated.
If some line items were already pointing to the primary Ad Exchange network, those won’t be included in the number of line items updated.
Bulk download and upload Unified Pricing Rules and Protections
For download:
  1. Filter the table for the Pricing Rules/Protections to be downloaded
  2. Click Download in the toolbar.
    1. This notification, Pricing rules exported or Protections exported, confirms the download.
The information in the CSV is encoded, so if you wish to change the information of the pricing rule/protection, you should change it in the UI and re-download the CSV.

For upload:

  1. Click Upload in the toolbar.
    1. You’ll be directed to a new page with options to download a sample CSV or upload a CSV.
  2. Click Download sample CSV file to download a sample CSV of what the upload CSV should look like.
  3. To upload your pricing rules or protections, Click Browse to search for a CSV locally.
    1. Once the CSV is uploaded, the pricing rule or protection information in the CSV is used to create pricing rules or protections.
    2. If any errors occur during upload or creation, you’ll be notified with a table displaying the errors.

 

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