ADDING & MANAGING ACCOUNTS / SETTING UP ACCOUNTS
Do you have multiple data sources of the same type and need to connect them all to one account in NinjaCat? Dust off your compass because it's time for mapping! Why is mapping helpful? It allows you to create a report for one client that includes data spanning over multiple data sources of the same type (Google Analytics, Facebook, Bing Ads, Google Ads, etc.) to create a rich and complete data story. This article will give you the tools needed to get this set up on the account level and also how to bring this data into a template like the reporting ninja you are!
Connecting a Mapping to an Account
Mapping is all about connections. How data sources are identified in NinjaCat, how to establish multiple data connections to one account, and how many degrees of separation we are from Kevin Bacon. What is a mapping in NinjaCat terms? A mapping creates a unique identifier in the system for that particular data source. Creating a unique name for each connection allows us to manage many at a time and easily tell them apart when we are reporting on them.
1. The first step is to create names for the mappings. Let's go through this with Facebook as the example.
- First, navigate to the "Setup" dropdown in the top right-hand corner.
- From here, we are going to click on a Facebook data source we already have connected to the system.
- Then click on "Edit Mapping" towards the top right of the screen.
2. Let's make a name for our new mapping. Click on "Add Mapping" at the top right.
NinjaNote: About the naming of mappings. You can give a mapping a very unique name or a very general name. The benefit of a unique name is that it can help you know exactly which set of data you're accessing. The problem with a specific, unique name is that it's not scalable. A very general, repeatable name for your mapping will facilitate the templates use for multiple accounts.
3. Save your new mapping name and then it's time to go to over to accounts!
NinjaNote: When trying to create a mapping for Google Analytics and you see a drop down that says "Select an account for custom dimensions and metrics." AH! What do I select? You can skip over this setting if you are only wanting to bring in the standard dimensions and metrics in Analytics.
Connect Mapping to an Account
These steps put your mapping into action routing the second or third, or etc. instance of this datasource to one of your accounts.
1. Click on the account you would like to connect.
As you can see, we already have a Facebook Ads account established as the primary account. In this case, we are adding a second account so we can report on two at once.
2. In the Account Command Center click on "+" that sits above the right corner of the top left card labeled "Data Sources".
3. Select Facebook Ads (or the data source you are working with) and select the correct account to link in the general settings, just like you do when setting up a data source for the first time.
4. Once you are done with the general settings of your data source, click on "Advanced" to select which mapping you would like to link this account to.
5. Click "connect" at the bottom of the screen. You will have two Facebook Ads accounts connected to this one account in NinjaCat.
NinjaNote: The first one you set up will have the "Primary" toggle selected but you can change any account connected to be the primary. "Primary" means which mapping gets selected by default.
Now it's time to see the results of your work!
Reporting on Multiple Mappings in the Template Editor
It's time! You have two (or more) mappings of the same type of data source connected to an account in NinjaCat. Now you want to show that data in a template widget. Let's make a new template to show how that's done.
1. Bring in your selected data source twice in the widget settings found in the inspector panel on the right of the screen.
Two Facebook accounts that look identical? That can be confusing so we should edit the second one and make sure it's connected to the second mapping.
2. Click on the "pencil" icon next to the second data source.
3. Here we want give it a name that allows us to quickly identify which Facebook account it is and connect it to the correct mapping we created earlier.
Now you are ready to bring in data from either account into your widget!
NinjaNote: It is possible to have more than two mappings on an account or in a template. Follow the same steps to set up as many mappings as you need.
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