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      CRM Integration via Spreadsheet

      Learn how to import conversion data from your CRM into AMP and attribute it to your campaigns

      CRM Integration via Spreadsheet

      The Adsmurai Marketing Platform (AMP) allows you to integrate conversion data from your Customer Relationship Management (CRM) system using a simple Google Sheets template.

      This feature enables you to attribute CRM-tracked conversions, such as sales or qualified leads, directly to your advertising campaigns managed within AMP. By doing so, you can gain a more comprehensive understanding of your marketing performance and accurately calculate your Return on Investment (ROI) based on your actual business outcomes.

      Why Integrate CRM Attribution Data?

      By integrating your CRM data, you can:

      • Track conversions that happen outside of the advertising platform: Capture valuable actions like sales, qualified leads, or other key business outcomes tracked in your CRM.
      • Calculate a more accurate ROI: Understand the true impact of your advertising spend by attributing revenue or other values associated with CRM conversions to your campaigns.
      • Gain deeper insights into your customer journey: See how your advertising efforts contribute to real business results tracked in your CRM.

      Requirements for Using This Integration

      To use this integration, the following requirements must be met:

      1. Connect the Ad Accounts: Make sure that all the ad accounts you want to attribute CRM data to are already connected within your Adsmurai Marketing Platform (AMP) account.
      2. Use the Spreadsheet Template: You must use the specific Google Sheets template provided by Adsmurai to ensure the data is correctly formatted for import. 

      How to Use the Template

      The template contains the following columns. Please fill them out accurately to ensure successful data integration:

      • Campaign ID (Mandatory):  This is the unique identifier of the advertising campaign in your connected ad platform (e.g., Facebook Campaign ID, Google Ads Campaign ID). This ID is crucial for AMP to correctly attribute the CRM conversion to the right campaign.
        • Tip: To ensure accurate matching, it's highly recommended to include the Campaign ID in the UTM parameters of your ad URLs. For example, you could add a parameter shotcode like utm_campaign_id= to your ad links. Then, ensure your CRM captures this UTM parameter when a conversion occurs and includes it in the data you export. See this article for details about available shortcodes for each platform.
        • Example: If your Facebook campaign ID is 1234567890, you would enter 1234567890 in this column.
      • Insight Day (Mandatory): This column should contain the date when the conversion event occurred in your CRM. Please use the YYYY-MM-DD format.
        • Note: If a conversion progresses through different stages in your CRM (e.g., a lead moving from 'Qualified' to 'Opportunity'), you should specify the date when the conversion reached the specific stage you want to track.
        • Example: If a sale happened on March 28, 2025, you would enter 2025-03-28.
      • Conversions (Mandatory): Enter the total number of conversion events of a specific type that occurred for a particular campaign on a specific day. In most cases, if you are listing individual leads or sales, this value will be 1.
        • Example: If you had 5 sales originating from Campaign ID 123 on March 28, 2025, you would enter 5.
      • Conversion Value (Optional): If there is a monetary value associated with the conversion event (e.g., the revenue from a sale), you can enter it in this column. If you had multiple conversions on the same day, enter the total value for those conversions.
        • Example: If you had one sale worth $100 from Campaign ID 456 on March 28, 2025, you would enter 100.
      • Currency (Optional): If you provide a Conversion Value, please specify the currency in which the value is given using the standard three-letter currency code (e.g., USD, EUR, GBP). Later in AMP, you will be able to view this value converted to your preferred currency.
        • Example: If the Conversion Value is in Euros, you would enter EUR.
      • Conversion Type (Mandatory): Select the standard conversion type that best describes the conversion event from the dropdown list in the template. This helps categorize different conversion events according to your business model within AMP (e.g., Lead, Purchase, Sign-Up).
        • Example: If the CRM event was a new customer making a purchase, you would select Purchase.
      • Conversion Subtype (Mandatory): This column allows you to specify a more detailed name for the conversion metric as it will be visualized in AMP. This is how you will identify the imported CRM data in your reports.
        • Example: If your CRM tracks 'Qualified Leads' and 'Closed Won Opportunities', you could use 'Qualified Leads' and 'Closed Won' as your Conversion Subtypes.

      Step-by-Step Integration Process

      Here's how to integrate your CRM data into AMP using the Google Sheets template:

      1. Export Data from Your CRM: Export the relevant conversion data from your CRM system. Ensure you have the necessary information for each of the columns in the template (Campaign ID, Conversion Date, etc.).
      2. Populate the Google Sheets Template: Open the Adsmurai-provided Google Sheets template and carefully fill in each column with the corresponding data from your CRM export.
      3. Ensure Data Accuracy: Double-check all the data for accuracy, especially the Campaign IDs and dates, to ensure proper attribution.
      4. Share the Google Sheet with Adsmurai: Once the template is filled, you need to share the Google Sheet with our support team. Please ensure you grant editing permissions to the Adsmurai support team's email address (which will be provided to you when you open the ticket).
      5. Open a Support Ticket: After sharing the Google Sheet, please open a support ticket with our support team through AMP. In your ticket, please indicate that you have filled out the CRM integration Google Sheet and have shared it with the necessary permissions.

      What Happens Next?

      Our support team will process your request and integrate the data into AMP. Typically, you will be able to see the CRM data linked to your advertising campaigns within 24 hours of our team processing your ticket. You will then be able to analyze this data in your AMP reports and dashboards.

      Important Considerations:

      • Data Consistency: Ensure that the Campaign IDs you use in the Google Sheet exactly match the Campaign IDs in your connected ad platforms within AMP.
      • Regular Updates: If you want to continuously track your CRM data in AMP, you will need to update the Google Sheet regularly with the latest conversion information and share it with our support team each time.
      • Alternative Integration Methods: Please note that Google Sheets is one way to integrate CRM data. Adsmurai also offers other integration methods, such as via SFTP, which might be more suitable for automated and frequent data updates. Please contact our support team to discuss these alternatives.

      By following these instructions carefully, you can successfully integrate your CRM data into the Adsmurai Marketing Platform and gain valuable insights into your marketing performance. If you have any questions or need assistance, please don't hesitate to contact our support team.