Requirements
- You must have an SFTP server set up that is hosting the file to upload.
- File must be of the .csv or .tsv format.
- The first row of the file must contain the file header, which is used to name the data source fields during mapping.
- File should be updated before each import.
- For Customer Match, one file is required per audience list.
Set up SFTP as a data source
The following sections walk you through a single procedure to link a data source to a use case. Click on your use case to expand the steps.
Note: It’s recommended that you add an audience segment to a connection that you created. You can either set up an audience segment before you link a data source or you can create an audience segment in the final step of setting up a data source.
Open Tools > Data Manager. Select the connection that you just made from 'Connected products' and under 'Usage', click + Add audience segment.
- From Google Ads, click Tools > Shared library > Audience manager > + (Create) > Customer list.
- Under Data source, select Connect a file, then click Continue.
- Enter your SFTP credentials.
- Click Test connection, to make sure that the connection is configured correctly, then click Next.
- Enter the path to the file that you want to upload, relative to the host address, then click Next. Note that port 21 is used by default. To specify a different port, append a colon and the port number to the path – for example, sftp://example.com/path/file.csv:2222.
- To map fields, select the data source fields from the drop-down lists that match the Google fields.
- Optional: To apply transformations, click
Transform - Click Next.
- Enter a name for this connection.
- Optional: Edit connection details.
- Click Finish.
- Enter a name for the segment, confirm policy compliance and membership duration, then click Create.
- Click Done.
TransformTip: Upgrade from offline conversion import to enhanced conversions for leads for more accurate reporting, easier data import and engaged-view and cross-device conversion attribution.
To set up enhanced conversions for leads, you can either use an existing offline conversion import conversion action or create a new conversion action.
Note: It’s recommended that you add a conversion action to a connection that you created. You can either set up a conversion action before you link a data source or you can create a conversion action in the final step of setting up a data source.
Open Tools > Data Manager. Select the connection that you just made from 'Connected products' and under 'Usage', click + Add conversion action.
Note: Conversions uploaded using the legacy uploads page are not accessible from Data Manager. To make these conversions available, you must import them following these steps.
- From Google Ads, click Goals > Summary > + New conversion action.
- Click Import.
- Select CRMs, files or other data sources.
- Select a tracking method, then click Continue.
- Under Data source, select Connect a file.
- Select the Customer data box to acknowledge that the data was collected and is being shared in compliance with Google's policies, then click Continue.
- Select a conversion goal from the list, then click Set up.
- Click Save and continue.
- Enter your SFTP credentials.
- Host
- Username
- Password
- Click Test connection, to make sure that the connection is configured correctly.
- Enter the path to the file you want to upload, relative to the host address, then click Continue. Note that port 21 is used by default. To specify a different port, append a colon and the port number to the path – for example, sftp://example.com/path/file.csv:2222.
- To map fields, select the data source fields from the drop-down lists that match the Google fields, then click Continue.
- Enter a name for this connection.
- Optional: Edit connection details.
- Click Save and continue.
