A Guide to Merging Multiple Buyer Accounts into a Unified Spreadsheet for Large-Scale Management
The Challenge of Fragmented Data
In today's digital agency landscape, managing multiple client buyer accounts (ACBUY)
The Solution: Strategic Data Integration
The key to efficient large-scale management is the integration and consolidationaccount merging
Key Benefits of Integration:
How to Integrate: A Practical Workflow
Follow this structured approach to merge your ACBUY data effectively.
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1. Identify & Gather Data Sources
List all platforms and buyer accounts (e.g., Google Ads, Meta Ad Accounts, Amazon Buyer Central). Ensure you have the necessary access and export permissions.
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2. Standardize Your Metrics
Define a common set of KPIs (Cost Per Acquisition, Return on Ad Spend, Conversion Rate, etc.). Map disparate platform terminology to your standardized column headers for the master spreadsheet.
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3. Choose Your Integration Method
Manual Export & Compilation: Automation via APIs & Connectors: Dedicated Agency Software:
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4. Build and Structure Your Master Spreadsheet
Create tabs or sections for raw data, cleaned data, and summary dashboards. Key columns should include:
Platform,Account Name,Campaign ID,Spend,Conversions,Date Range. -
5. Implement a Regular Update Schedule
Data decays quickly. Establish a routine—daily, weekly—to refresh your master spreadsheet, either manually or through automated workflows, to ensure decisions are based on current information.
Best Practices for Sustainable Management
- Data Validation:
- Access Control:
- Dashboard Visualization:
- Maintain Data Hygiene:
- Access Control:
Conclusion
For agencies aiming for efficient large-scale management, integrating multiple ACBUY