Basis Platform
Basis Platform is an integration that lets you showcase your clients' Basis Platform campaigns by adding detailed metrics to dashboards and reports. Alongside data from your other integrations, Basis Platform helps you share a fuller picture of ad campaign performance with your clients.
Each day's data is only available the following day
Basis Platform is a live pull integration, but data may be cached for up to 15 minutes
View all available Basis Platform metrics to learn what's possible with the Basis Platform integration.
Before You Start
Before you connect Basis Platform, your Basis account must have access to your advertiser campaign data. Some Basis logins won't have this data if an agency or third-party partner is running your Basis campaigns. Connect with your campaign manager to get login access, or have them set up the integration for you.
To avoid a failed connection or an error when integrating Basis Platform to a Client, you'll need:
Advertiser campaign data in the Basis account
The username and Client ID for the Basis account
Connect Basis Platform
If you meet the requirements above, follow these steps to connect Basis Platform to a Client:
Step 1: Open the Client where you'd like to connect Basis Platform, then click the Data Sources tab at the top.
Step 2: Click the blue +Connect source button in the upper right corner of the page.
Step 3: Search for Basis Platform in the search bar at the top, then click the Basis Platform card.
Step 4: Click the gray Plus +Connect New Account button at the bottom to launch the OAuth window, then follow the prompts to verify and finalize the connection.
Once you finish these steps, the integration is connected. Your client's Basis Platform metrics will be imported and displayed within the dashboard.
FAQ
Why am I seeing "unknown error" when I try to connect my Basis account?
If the connection fails or you see the message "unknown error", this means the Basis login you're using doesn't have access to your advertiser account. To fix this, check in with whoever manages your Basis campaigns. They can give you updated permissions, provide the appropriate login access, or connect the integration for you.
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