Custom Analytics - Creating your own Analytics channel for CRM, Backend data.

Introduction

Custom Analytics lets you bring in data about your campaigns from sources that aren't (or can't be) integrated with Clarisights. For example, if the Revenue or Orders brought by your ad campaigns are in a CRM or in a database like Google BigQuery or Redshift, you can import them with Custom Analytics.

This data is a secondary data source. It is joined with the matching ad elements of the Advertising channel, which is the primary data source in the Clarisights data model.

Example

Here's a sample of CRM or backend data (secondary data):

It contains these columns:

• Date: used as the attribution date.

• Channel: a required column, used as the attribution channel.

• Campaign: joined with the ad elements (in this case Campaign) from the advertising channel.

• Revenue and Orders: the stats (metrics) that are imported and joined.

This data needs to be joined with the Campaigns of Google Ads and Facebook, the primary data sources. After joining, this is how it looks in Clarisights:

The data in box 1 comes from the primary data source, and the data in box 2 from the secondary data source, in this case CRM data.

CSV data format and requirements

The CSV must contain some standard headers so the data can be parsed. They are described below. Required headers are marked (required).

timestamp (string)

These timestamp formats are supported:

Value	Read as
2017/10/01	YYYY/MM/DD
01-10-2017	DD-MM-YYYY
2017-10-01	YYYY-MM-DD
20171001	YYYYMMDD
01102017	Not supported: the date is not read
Week 32	Commercial week 32 of this year. If the given week is greater than the current commercial week, it is assumed to be of the previous year.
2017/10/01 10:00:00	10am in the company timezone
2017/10/01 10:00:00+05:30	Parsed in India timezone, then converted to the company's timezone
Oct	1st Oct of the current year
Oct 2016	1st Oct of 2016
31	31st of the current month. If the current month does not have a 31st, this is an error.

Note: if no timezone information is given, the timestamp is parsed in your company's timezone.

Level columns (at least one required)

Include at least one of these levels. Your stats are matched down to the deepest level that can be referenced.

• account: name/ID of the account

• campaign: name/ID of the campaign

• adset/ad group: name/ID of the adset/ad group

• ad: name/ID of the ad

• keyword: name of the keyword

channel (required)

The name of the advertising channel the row belongs to, such as Facebook or Google Ads.

Creating a Custom Analytics channel

1. Click the Integrations icon (the database stack) in the left sidebar.

2. Under Set up new connection, find Custom Analytics and click + Connect (or open it from Manage connected channels and click + Channel).

3. Enter a name and abbreviation and choose the Source Type: CSV, URL CSV, S3, Google Sheets or Google BigQuery.

4. Map your file's columns to metrics and dimensions with the Metrics button on the channel.

If you have any questions, reach us on the messenger or at support@clarisights.com.