Connections

While large amounts of cross-platform transfers of data are happening across the globe, moving data from one system to another can be inefficient, costly, and most of all, unsafe. To that end, FTP servers have emerged to be the key to reliably exchanging files and electronic data between systems and parties in a secure way. While most companies do not allow users to access their FTP servers and handle these system connections, Zeta aims to provide you the full rights for the full portability of your data.

The Zeta Marketing Platform has its very own SFTP Site Manager. This allows you to save and manage all of your partner SFTP/FTP details in one place, making data transfer across these servers a cakewalk.

You can now create connections in the ZMP, which you can further use to send data to ZMP or get data from ZMP.
You can self-manage your connections such as FTP, FTPS, SFTP, Amazon S3 buckets, Google buckets, and more.
Besides creating, you can edit and delete connections from one location. You can thereby utilize these connections from various places in the ZMP.

Let’s have a look at how:

Creating and Using Connections

Reach out to Support for getting the data explorer enabled for your ZMP instance.

1. Navigate to platform Settings > Connections. Click on New Connection.

2. Fill in all the details and click on Save.

Note: If you do not want to share the entire directory, you can enter a subset of the directory

3. As the connection is being tested in the backend,

If the test comes out positive, the connection will be established with an Active status and the data transfer between ZMP and the connection will be possible
If an issue arises during the testing, the following popup will appear:

If you click on Save Anyway, the connection will keep showing the Failed status and won’t allow sending to and bringing in data from this connection.

4. The new connections should be available to be used as:

Sources and Destinations under Data Conductor - SFTP, S3, Google Buckets, Microsoft Azure Blob
Segments and Lists exports - SFTP

5. You can also filter the connections based on column values: Type, Status, Created, and Modified.

Setting Up Partner Connectors

All previously authenticated connections were moved from the Keys & Apps page to Connections. Go to each Connection page to add more accounts to your ZMP instance. Learn more about Connections.

Authenticating your third-party ad networks now happens in Connections. When you select a partner connector in the Connection via dropdown list, you’ll be prompted to log in.

1. Navigate to Platform Settings > Connections. Click on New Connection.

2. Add a Connection Name. This can be any name you wish.

3. Select a partner connector from the Connection via dropdown list.

Facebook
Google Ads
Yahoo DSP

4. For Facebook and Google Ads, you’ll be prompted to log in to your account. Accept all listed permissions.

5. Once authenticated, you’ll see all of the ad accounts attached to your user account. Select the ad account(s) you want to use for the current ZMP instance and click Save.

For Google Ads, you can add an optional Display Name for each account number.

6. For Yahoo DSP, add the MDM ID and optional Display Name for each account you want to connect to the current ZMP instance and click Save.

7. You can now use these ad accounts to export audiences via the Segments & Lists page or Sync to actions in Experience Builder.

While you can add multiple accounts in a single Connection, you can only create one Connection for each partner connector. Once you create a Connection for a given partner connector, you won’t be able to select it in the Connection via dropdown list again.

Facebook

Adding Ad Accounts

1. On a new Connection page, add a Connection name.

2. Select Facebook from the Connection via dropdown list.

3. Once selected, the fields will resolve to a single Log in with Facebook button for you to sign in to your account via SSO. Clicking the button will open a pop-up for you to sign in.

4. When prompted, make sure you accept all permissions so you can send data from ZMP to Facebook. If you have Pages, add the relevant ones so you can use the Meta Leads feature.

5. Once authenticated, all the Facebook ad accounts attached to your username will appear in a table. Check the boxes of the accounts you want to use on the current ZMP instance.

6. After clicking Save on the Facebook Connection page, you’ll be redirected to the Connections page where you can see the active status of your connection.

Editing Ad Accounts

To add a new account to your existing Facebook Connection, simply check each box you want to add and click on Save.

To remove an account, uncheck each box and click Save. You’ll be prompted to confirm this action because it will deactivate any automated exports or experiences that use the ad account being removed.

Google Ads

Adding Ad Accounts

1. On a new Connection page, add a Connection name.

2. Select Google Ads from the Connection via dropdown list.

3. Once selected, the fields will resolve to a single Sign in with Google button for you to sign in to your account via SSO. Clicking the button will open a pop-up for you to sign in.

4. When prompted, make sure you accept all permissions so you can send data from ZMP to Google Ads.

5. Once authenticated, all the Google Ads accounts attached to your username will appear in a table. Check the boxes of the accounts you want to use on the current ZMP instance. To add an optional Display Name for each account number, click the pencil icon to open the editor and save.

6. After clicking Save on the Google Ads Connection page, you’ll be redirected to the Connections page where you can see the active status of your connection.

Google Ads connection permits only one Google account at a time. To add multiple accounts, remove the current connection, which deletes associated automated exports. You can then sign in with a different account, repeating the process to switch accounts.

Editing Ad Accounts

To add a new account to your existing Google Ads Connection, simply check each box you want to add and click Save.

To remove an account, uncheck each box and click Save. You’ll be prompted to confirm this action because it will deactivate any automated exports or experiences that use the ad account being removed.

Yahoo DSP

Adding Ad Accounts

1. On a new Connection page, add a Connection name.

2. Select Yahoo DSP from the Connection via dropdown list.

3. Once selected, click on Add New MDM ID to insert your MDM ID. You can add an optional display name to help you identify the account when you’re exporting audiences later.

4. Once you add your MDM ID(s), click Save to submit your accounts for validation and return to the Connections page. It can take up to 30 minutes to validate your MDM ID(s).

Editing Ad Accounts

To add a new account to your existing Yahoo DSP Connection, simply add more MDM IDs and click Save.

To remove an account, click the X for each line you want to delete and click Save. You’ll be prompted to confirm this action because it will deactivate any automated exports or experiences that use the ad account being removed.

Editing Connections

Once your Connection is live, you can return to it to add or remove ad accounts for each partner connector. Simply check and uncheck the checkboxes for Facebook and Google Ads. For Yahoo DSP, you can either click X to remove an account or click Add MDM ID to add an account. In any case, you’ll need to click Save to save your preferences and activate/deactivate the accounts.

To remove an entire Connection, delete it from the Connections page by opening the ... menu and selecting Delete Connection.

If you have an active automated export or experience that uses an ad account that’s being deleted, they will also be deactivated. You will see a warning message reminding you about this in the confirmation modal.

Importing Data

When importing data, you are using systems that just output files to a standard folder. The source of data for an ETL feed often requires reaching out to this location. Ideally, we can maintain multiple locations.

1. From the menu on the left, navigate to Data > Data Conductor. Click on New Data Flow.

2. Click on the icon and click on Amazon S3 buckets source. (You can choose other sources as well: External SFTP, Google Buckets, Microsoft Azure Blob, and more)

3. Once you have added the source, click on the icon to add a destination or perform actions to the source data.

4. Click on Save.

Exporting Data

When exporting data, you need that data to be pushed to a specific folder or different external FTP locations.

1. From the menu on the left, navigate to Audiences > Segments & Lists.

2. Locate the row with the segment or list you want to export. Click on the three dots on the right > Export.

3. Select SFTP from the list of Available Connectors and click on Next.

4. From the list that appears, select the desired FTP Connection you want to export your audience to, and click on Next.

5. Choose the file type the data should be delivered in:

CSV - This is a standards-compliant comma-separated values file
JSONL - JSON Line is a convenient format for storing structured data that may be processed one record at a time. Each row is a JSON formatted object.