Automatically update your custom audiences with Microsoft Excel files

Usage

Remote or online Excel files can be used as:

• Audience flow source
  

Content requirements

In order to be able to use your remote or online Excel files as sources for your audience flows, you need to bear in mind that in the sheet containing the data, the first row (starting on the first column) must contain the headers or field names that will be used for the mapping when adjusting your flow.

Connecting your file

Connecting your remote or online Excel file with Ads Workbench is really simple. But before creating the connection you need to gather the public URL of the file. Depending on the system you are using to store or host your Excel file you will need to proceed in a specific way to get the URL:

• Dropbox: https://www.dropbox.com/help/files-folders/view-only-access#link
• Google Drive: see the section “Share a file publicly” in https://support.google.com/drive/answer/2494822
• Box: you need the “Direct URL” in the Shared Link Settings as describe in https://community.box.com/t5/Using-Shared-Links/Shared-Link-Settings/ta-p/50250

Once gathered the required information, you just need to follow these steps:

• Go on the left menu  -> Integrations
• Click on the button “Create new”
• Enter a name for the integration and select “Excel file” from the Type dropdown list
• Enter the public URL of the Excel file in the “Spreadsheet URL” field
• Enter the name of the sheet (case sensitive) with the data to be used in
• Finally click on the button “Save”

Creating an audience flow

An audience flow is an automation that allows you to keep fresh your custom audiences using as an input your subscribers' or contacts' data. Once your ad account is connected and your have created the integrations for the systems where your contacts' data is stored you can create you audience flow as described in the following video:

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