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Campaign Manager 360 and Prisma billing integration

Google’s billing integration solution with Prisma for Campaign Manager 360 enables automated delivery data and invoice data for easy reconciliation to be fed into Prisma. This eliminates hundreds of hours of duplicate effort in operation today across multiple tools and teams.

Before you begin

You should identify an integration point of contact (POC) within your company who has a working knowledge with various integrations.
- This POC should have admin access to the entire Campaign Manager 360 network or specific advertisers and the appropriate level of access to Prisma.
- The integration POC can be identified on the ad operations, campaign management, or similar team, and is usually responsible for linking Prisma to Campaign Manager 360 for the trafficking integration.
The integration POC should ensure that the following steps are completed:
- Have a list of advertisers or Prisma instances that you would like to onboard
- Set up billing integration in Campaign Manager 360
- Set up instance in Prisma
- Contact Mediaocean if you run into any issues during set up

Note: You no longer need to create Google Project IDs as part of the setup. Mediaocean or Prisma has implemented a more simplified and secure solution.

How to set up billing integration

Step 1 of 4: Verify network access

The user profile of the administrator setting up the billing integration shouldn’t have any filters at the campaign, site, or placement levels. Follow the steps below to verify these settings:

Go to Admin and click User profiles.
Select the user profile you want to check.
Click the Filters tab and ensure there are no filters under the Campaigns or Sites sections.
- Note: You can filter in the Advertisers section but ensure that the correct advertisers were selected before setting up the integration.
Click Save.

Step 2 of 4: Verify billing access

Administrators must have the correct billing access and user role to ensure proper functionality within Campaign Manager 360. Follow the steps below to verify and manage these access settings:

Go to Admin and click User profiles.
Select the profile you want to check, or click New to create a new user profile.
Verify that the Enable billing read & write access for this user checkbox is selected.
- Note: Only users with existing billing access can grant this permission to other users.
Upon the checkbox being selected, ensure that the "Billing user type" is set to Standard User. Using any other billing user type will restrict campaign management and trafficking capabilities.

For networks new to billing access, go to the Billing tab in the left-hand panel.

If the error message "User profile can't access billing" appears, your agency would have to establish initial billing access. An administrator must contact the Campaign Manager 360 billing support to grant billing access to the first user.
If the Request billing access button appears, this indicates that at least one billing user already exists and the request will be sent to those admins for approval.

Note: Billing access is distinct from standard Campaign Manager 360 user roles. A standard Campaign Manager 360 user role doesn’t automatically grant billing access. Learn more about Billing user roles and permissions.

Step 3 of 4: Verify invoice details settings

Accurate invoice details are crucial for setting up the billing integration within Campaign Manager 360. Follow the steps below to review and update invoice settings, both within individual advertisers and through billing profiles.

Update invoice details within an advertiser

Click All advertisers in the left-hand panel.
Select the specific advertiser for which you want to update invoice details.
Click on Billing within the advertiser's settings.
Click the pencil icon to modify the invoice settings.
Make the necessary changes and click Save.

Update invoice details via Billing profiles

Go to Admin and click on Billing.
Click the Billing profiles tab and select the specific billing profile you want to update.
Make the necessary changes and click Save.

Step 4 of 4: Set up instance in Prisma

After completing the billing integration steps in Campaign Manager 360, you can refer to the Mediaocean process for details on how to get your instance setup in Prisma. If you run into any issues, contact your Mediaocean representative or Mediaocean support at digital@mediaocean.com.

Benefits

Using the Campaign Manager 360 invoice integration in tandem with traffic integration offers several benefits:

Faster budget management: Connect Campaign Manager 360 to Prisma to automate placement management and track spending in real-time. This reduces the time spent on duplicate entries across Google products and Prisma by 50%.
Streamlined data entry process: Edits made in Prisma will automatically update placements in Google product interface.
Quickly reconcile invoice discrepancies: Use Prisma to automatically reconcile planned data and invoice data.
Seamless invoice data flow: Invoice integration enables flow of direct invoice metadata and PDF copies to be uploaded into Prisma.

How it works

The invoice component allows Google invoice data to appear directly in Prisma inclusive of client, product, estimate, insertion order number, and actual invoice amounts for easy reconciliation.

When placements are trafficked via the Prisma and Campaign Manager 360 integration, invoice data will be programmatically pulled into Prisma.
Prisma will show "planned adserving fees" against the actual invoice amount and automatically highlight any discrepancies in the interface.
The finance team can now process payments immediately since they no longer have to manually reconcile bookings against invoices.

Frequently asked questions

Who should we reach out to if something isn’t working or if there is an error?

Always contact your Mediaocean representative or Mediaocean support at digital@mediaocean.com first if there is an issue with the Campaign Manager 360 integration in Prisma.

For API-related issues, the Campaign Manager 360 support forum can provide technical troubleshooting such as issues with the API, authentication errors using OAuth 2.0 or developer tokens, and reporting data discrepancies between the Campaign Manager 360 API and the platform interface. The API support page also provides information about the different errors and warnings in Campaign Manager 360 API. Learn more about Campaign Manager 360 API error messages.

To expedite troubleshooting, you can provide the following details to the Campaign Manager 360 API support:

History of what the API user is trying to do and what has been tried so far
Customer IDs where the issue is observed
Other relevant screenshots and code snippets

If your question is specific to Campaign Manager 360 and not related to API, contact the Campaign Manager 360 support team.

Note: Don’t provide log files on the Campaign Manager 360 support forum.

What level of access do I need to set up the integration?

The integration POC person should have admin access to the Campaign Manager 360 network or to specific advertisers. Learn more about Billing user roles and permissions.

How is Client, Product, and Estimate (CPE) incorporated?

Mediaocean will work with each agency partner on a client mapping process which will incorporate the relevant CPE codes into the budget setting workflow and subsequently on delivered invoices. Contact your Mediaocean representative for more information.

Will changes made to placements in Campaign Manager 360 automatically reflect in Prisma?

No. The information flows only one way from Prisma to Google products. If you make changes to placements in Prisma, it will reflect in Campaign Manager 360 when placements are trafficked. However, if you make a change in Campaign Manager 360, it will not be automatically reflected in Prisma.

All changes to placements should be made in Prisma so that they are pushed into each Google product. The name should match what is in Prisma for invoicing purposes, as whatever is in Campaign Manager 360 is what will be printed on the invoice.

What if my customer doesn’t use Prisma?

Our integrations are open-source, making it adaptable for various third-party buying tools other than Mediaocean. The integrations can be configured to work with different systems outside of Mediaocean, however integrating with outside systems may require development work on the customer's end.

Google only provides sample code and guidance, but not direct development support. Learn more about Campaign Manager 360 API.

Who can use the billing integration, and where is it available?

The Google and Prisma integration is widely available across Canada, United States, United Kingdom, and Ireland. However, this integration could be used by non-Prisma companies globally, and is designed for agencies who pay via monthly invoicing and not via credit or debit card.

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