Line Item settings copier for DV360

A tool to copy specific settings values from an ORIGIN DV360 (formerly DBM) Line Item to a one or more DESTINATION Line Items, using DV360 Structured Data Files.

OVERVIEW

This AppScript-based tool lets you use a Google Spreadsheet to retrieve the current settings from am origin DV360 Line Item, select one of those values (e.g. Geotargeting) and copy it to as many destination Line Items you want.

It uses DV360 APIs to download the origin/destination Line Items Data in SDF format and requires users to manually upload the updated settings of the destination Line items in the DV360 UI.

The same result could be achieved manually downloading and editing the SDF files, but the tool leverages the APIs and Spreadsheet functionalities to automate the most manual steps and to easily visualize origin and destination values.

For more information about DV360 Structured Data Files, have a look at the Display&Video 360 Help Center: https://support.google.com/displayvideo/answer/6301070?hl=en

In order to use this tool you need to have valid access to the DoubleClick Bid Manager APIs through your Google Account, and you will need to enable that API in a Google Cloud Project so that you can generate the Credentials used by the tool (see the corresponding step of Initial Setup section below).

INITIAL SETUP

• Create a new Google Spreadsheet and open its script editor (from Tools > Script Editor)
  • Copy the code from Code.js and Utilities.js in two corresponding Code.gs, Utilities.gs files in your AppScript project
  • Click on View > Show manifest file to access file appsscript.json, and copy the content of file appsscript.json from this project (or even just the oauthScopes object) into that file.
  • Click on Resources > Cloud Platform Project. In the following pop-up window, click on the blue link to access the Cloud Platform project which has automatically been created for the tool.
  • From the Cloud Platform console, open the left-side menu and select “API & Services > Library”. Search for “DoubleClick Bid Manager API”, select it, and click on “Enable”. You can now close this tab and the Script Editor tab, and go back to the Spreadsheet.
• Click on the Custom Functions menu (you might need to refresh the page if you don’t see it), and select Retrieve ORIGIN Line Item Info: you will be prompted to allow the tool to access the Spreadsheet and to use your DV360 API credentials to download the SDF files. This only needs to be done once (per user).

USAGE

• As general rule ONLY MANUALLY EDIT CYAN-COLORED CELLS!
• In the Config sheet, insert the ID of the origin Line Item in the Line Item ID field.
• Select the setting you want to copy from the from the dropdown menu for Line Item setting to copy.
• Run the Custom Functions > Retrieve ORIGIN Line Item Info function to load the configuration settings of the origin Line Item via API.
  • You can see the whole configuration in the OriginLI sheet - but don’t edit this manually.
  • You will see the origin Line Item Name and its current value for the selected setting in the Config sheet, so that you can check you’re copying the correct value from the correct Line Item.
• List the IDs of all the destination Line Items you want to copy the selected setting TO under the Destination Line Item IDs column in the Destination Line Items section.
  • Please note that all Line Items must be in the same DV360 advertiser in order to the SDF upload to work successfully.
• OPTIONAL: you can retrieve the current value of the selected setting for your destination Line Items - just select Custom Functions > Retrieve DESTINATION Line Items info
  • You will see the current destination Line Items names and settings in the columns next to their IDs.
  • You can see the full current configuration of the destination Line Items in the DestinationLIs sheet
• To finally COPY the current value for the selected setting from the origin Line Item to the destination Line Items, select Custom Functions > Copy Line Item Setting
  • You will see the information of the destination Line Items being updated in the Config sheet, and in particular each Line Item will have a row with the ID you inserted and the Line Item Name, current value for the selected setting and updated value (from the origin Line Item)
  • This action will retrieve the destination Line Items information if it hasn’t been done before (with the optional step above), and in particular if the destination Line Items names are not populated in the corresponding column. Please note that this also means that:
    • You can copy multiple settings from the same origin Line Item to the same destination Line Items, as long as during the process you don’t retrieve their settings again (as that would overwrite the configuration with the one currently in DV360), e.g. you only change the selected setting and use “Custom Functions > Copy Line Item Setting”.
    • Viceversa, if you for any reason retrieve the destination Line Items configuration, either directly because you used “Custom Functions > Retrieve DESTINATION Line Items info” or indirectly because you changed the destination Line Items IDs, you will lose all the settings you have copied until that moment, because you would have re-configured them with the current values in DV360 (the tool will warn you with a pop-up).
• To apply these changes, you’ll need to download the SDF file of the destination Line Items and upload it in DV360. In particular you need to:
  • Switch to the DestinationLIs sheet
  • Select in the main menu File > Download As.. > Comma-separated values and save the file on your computer
  • Go to the Insertion Orders page of your advertiser in DV360, and click on the right-side three-dots button to select UPLOAD in the SDF drop-down menu (more info on how to use SDF in DV360 at this link)
  • Upload the SDF/CSV file you previously downloaded
  • If there are no errors, you will see the updated settings you selected in the spreadsheet correctly applied to your destination Line Items, and you can also check them running Custom Functions > Retrieve DESTINATION Line Items info again so that you can check the updated values in the destination Line Items.

Additional info

• There’s a Custom Functions > Reset function in case you want to “clean” the Config sheet correctly (although most parts of the sheets are automatically cleared when you change some of the settings - e.g. if you change the ID of the origin Line Item, the name and current settings are cleared as they were referencing to the previous Line Item)
• You could also manually edit the values in the DestinationLIs sheet (after having populated it using Custom Functions > Retrieve DESTINATION Line Items info), and download the resulting SDF file - without using the Custom Functions > Copy Line Item Setting functionality. This can be useful in case you want to make more complex changes, but you obviously need to be careful in editing the correct columns.
  • Please note that you could do this simply downloading the same configuration structure downloading the corresponding SDF files from DV360; this helps you automating the download of many Line Items at once via the list of the ID in the Config sheet.