PostgreSQL

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Requirements
Set up PostgreSQL as a data source
Troubleshoot errors

Requirements

The Postgres database that you want to use must be accessible over the internet.
You must provide Search Ads 360 with a username or password for an account in the database with access to the table containing the data you would like to use.

Set up PostgreSQL as a data source

Apply a use case now

The following sections walk you through a single procedure to link a data source to a use case, such as audience or Floodlight conversion creation. To link the data source only, and apply a use case later, you can refer to Apply a use case later .

Customer Match

Through the "Audience manager" page

Sign in to your Search Ads 360 account.
Navigate to a sub-manager account, and then to the Google Ads client account .
In the page menu, select Audience managerunder the Shared librarydrop-down.
Note: If you already created a segment and skipped adding a data source then:
1. Go to the Setupdropdown under “Tools & settings” and select Data manager.
2. Select + Connect Product, then go to step 5.
Select the plus button, and then select + Customer list.
In the “Data source” card, select Connect a new data source.
1. If you previously linked a data source from the Data manager screen that you want to use, choose Select an existing source.

Select PostgreSQLfrom the list of data sources.
Select Direct connection, then select Continue.
Select the data type, then select Next.
Enter your PostgreSQL database location, port, username, password, and database, then select Connect.
Enter the PostgreSQL schema and table (or view) that you want to use, then select Next. Learn how to Format your data for Customer Match.
Optional: You can apply filters to define the audience segment that you’ll import. Learn more about using filters .
To map fields, select the data source fields from the dropdown lists that match the destination fields.
Optional: Apply transformations to your data.
Select Next.
Enter a name for this connection.
Optional: Edit connection details .
Select Finish.
Enter a name for the segment, confirm policy compliance, then select Save and continue.

Learn more about Customer Match and audience segments .

Offline conversion import

Through the “Conversions” page

Sign in to your Search Ads 360 account.
Navigate to a sub-manager account .
In the page menu, select Summaryunder the Conversionsdrop-down.
Select + Create conversion action.
Select Import.
Select CRMs, files, or other data sources.
Select a tracking method.
In the “Data source” card, select Connect a new data source.
1. If you previously linked a data source from the Data manager screen that you want to use, choose Select an existing source.
Search and select PostgreSQLfrom the list of data sources.
Select Direct connection, then select Continue.
Read and accept the customer data policy, then select Continue.
Select a category from the conversion goal list, then select Set up.
Enter your PostgreSQL database location, port, username, password, and database, then select Connect.
Enter the PostgreSQL schema and table (or view) that you want to use, then select Next.
Optional: You can apply filters to define the conversion events that you’ll import. This is important especially if you have multiple different conversion goals in the file you will be importing. Learn more about using filters .
To map fields, select the data source fields from the drop-down lists that match the destination fields.
Optional: Apply transformations to your data.
Select Next.
Enter a name for this connection.
Optional: Edit connection details .
Select Finish.
Select Save and continue.

Apply a use case later

In this type of setup, you complete each part of the connection at different times. This can be useful when you are ready to link a data source, but you are not ready to set up your use case, for example, you aren’t ready to create a customer list.

Example

Consider the following scenario:

Step 1: Dana is an engineer who manages data for your company. Dana sets up the data source to be used for activation in Search Ads 360. The data source is ready to be associated with a use case.
Step 2: Mahan is a media specialist who needs to measure audience activation. Mahan creates a customer list and then associates it to the data source that Dana has previously set up, to use that data for Customer Match.

Step 1. Initiate the connection to the data source

Note: It’s recommended that you add an audience segment or conversion goal to a connection that you created. You can either set up an audience segment or conversion goal before you link a data source or you can create an audience segment or conversion goal in the final step of setting up a data source.

Open Setup, select Data manager. Select the connection you just made from “Connected products” and under “Usage”, select + Add audience segmentor + Add conversion action.

Set up a data source and create a connection to be associated with a use case later.

Sign in to your Search Ads 360 account.
Navigate to a sub-manager account .
In the page menu, select Setupdrop-down, and then select Data manager.
Select + Connect Product.
Under Data source, search and select a data source from the list of products.
If prompted, select Direct connection.
Select your use case, read and accept the customer data policy, then select Continue. If you select Audiences, you are prompted to select the data type at this step.
Enter your data source location and credentials*, then select Next.
To map fields, select the data source fields from the dropdown lists that match the destination fields.
Optional: Apply transformations to your data.
Select Next.
Enter a name for this connection.
Optional: Edit connection details .
Select Finish.

Note: If you already completed the instructions for initiating the data source connection, including the optional step, you can skip the remaining instructions for completing the connection.

* Use the same credentials and location details for this data source as described in the first part of this article.

Step 2. Complete the connection by applying a use case

Open the destination you intend to use–for example, begin to create a new customer list or conversion goal using the steps from the previous sections. Return to these steps before completing the data source step.
Under Data source, choose Select an existing source.
Select the data source that was initiated in Step 1 from the list of data sources.
Continue to follow the remaining steps for your use case in the first part of this article. Note that you will skip further data source-related steps, such as entering credentials, because you completed these previously.

Troubleshoot errors

Setup errors

Ensure that you are entering the correct database location URL and credentials.
Ensure that the credentials you’re using have the appropriate permissions to access the data you need.
Ensure that your conversion action has successfully connected to the chosen connection. Otherwise, no data will come in.

Scheduled run errors

The most common cause of scheduled run failures is updated permissions in PostgreSQL. Check that the role or user account that corresponds to your database has permissions to read the data.
Ensure that the data still exists and that the names of the schema and table haven’t changed.

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