Prerequisites

• An active Microsoft Ads account from which you want to ingest the data exists.

• You have the required user role to ingest data from your Microsoft Ads account.

• You are assigned the Team Administrator, Team Collaborator, or Pipeline Administrator role in Hevo to create the Pipeline.

Authenticating Hevo on Microsoft Advertising using OAuth

Microsoft Ads uses OAuth 2.0 to identify Hevo and authorize the request for accessing account data.

Effective June 1, 2022, Microsoft Ads requires multi-factor authentication (MFA) for third-party applications like Hevo that use the Bing Ads API. To set up MFA for your Microsoft account, you must download and install the Microsoft Authenticator app.

Authorizing Hevo on your Microsoft Ads account grants it permission to access the objects and reports. You do not need to configure any additional permissions. Read User Roles and Permissions.

Account Selection

Hevo displays the manager account(s) and ad accounts under it for selection when you configure Microsoft Ads as a Source. To simplify this selection, Hevo does not display the sub-manager accounts.

Note: If an ad account that is linked to multiple manager accounts is selected under even one of those accounts, it is included for replication.

In addition:

• If you select an ad account, Hevo selects its manager account as well. However, if you deselect a manager account, you cannot select the ad accounts under it.

• If you select a manager account, Hevo ingests data for all the ad accounts under it. This is valid even if you add another manager account on top of this manager account. However, if you select individual ad accounts, Hevo does not ingest the data for any ad accounts added later to the parent manager account.

• If you select multiple ad accounts containing the same object, Hevo loads the data for these objects to the same table in the Destination. For example, if two ad accounts contain the customer object, then Hevo loads the data for both accounts to the customer table.

Configuring Microsoft Ads as a Source

Note: The Microsoft Ads authentication process uses pop-ups. To avoid issues while configuring the Source, disable all ad-blocking software.

Perform the following steps to set up Microsoft Ads as the Source in your Pipeline:

1. Click PIPELINES in the Navigation Bar.

2. Click + CREATE PIPELINE in the Pipelines List View.

3. In the Select Source Type page, select Microsoft Ads.

4. In the Configure your Microsoft Ads account page, do one of the following:

   • Select a previously configured account and click CONTINUE.

   • Click + ADD MICROSOFT ADS ACCOUNT and log in to your Microsoft Ads account to authorize Hevo to read your data.

5. In the Configure your Microsoft Ads Source page, specify the following:

   

   • Pipeline Name: A unique name for the Pipeline, not exceeding 255 characters.

   • Authorized User Account (Non-editable): The email address with which you connected to your Microsoft Ads account.

   • Core Objects: The list of objects that you want to ingest, related to the campaigns in your Microsoft Ads account. Refer to section, Core Objects for the list of supported objects.

     Note: Hevo ingests data for all supported objects, by default.

   • Reports: The report whose data you want to ingest. Refer to section, Reports for the list of supported reports.

     Note: Hevo ingests data for all supported reports, by default.

   • Select Accounts: The Microsoft Ads account(s) from which you want to ingest data. Refer to section, Account Selection to understand how Hevo handles the data in these accounts.

6. Click CONTINUE.

7. Proceed to configuring the data ingestion and setting up the Destination.