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Auto-connect data sources with a manager account

Learn how to set up auto-connect for data sources with a manager account.

Some connectors support manager accounts that allow you to manage multiple ad accounts. Examples include:

  • Google Ads and Microsoft Advertising manager accounts for handling multiple ad accounts
    ​Note: Manager Accounts in Google Ads was previously known as My Client Center (MCC)

  • Facebook Ads business portfolios for managing multiple business assets

  • Snapchat Ads organizations for managing multiple ad accounts

If you frequently add ad accounts to your manager account, you can enable Auto-connects in Funnel. This feature automatically updates your data sources whenever you add or remove ad accounts in your manager account. With the auto-connect feature, you can avoid duplicated data sources, sync errors, and data gaps.

Funnel checks your connected manager account daily. When it detects a new ad account, it automatically creates a new data source for it. You can also apply filters to include or exclude specific ad accounts during the sync.

Guidelines and requirements

Before you enable Auto-connect for a connector, ensure the following:

  • The Auto-connect feature is available only in the Enterprise plan.
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  • This feature currently supports the following connectors:

    • Google Ads

    • Facebook Ads

    • Microsoft Advertising

    • Snapchat
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  • You must have the required roles and permissions for your manager account.
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  • If you remove an ad account from your manager account or if it becomes inactive, Funnel will pause that data source. However, the historical data for paused data sources remains available.
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  • If a paused data source becomes active again, Funnel resumes the download for the paused data source. A paused data source becomes active when an ad account in the manager account becomes active.
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  • You can set up email notifications to receive alerts when:

    • New data sources are added

    • A sync pauses due to inactive or removed ad accounts

    • There’s a shortage of flexpoints that prevents syncing
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  • If you delete the Auto-connect for a connector, all data sources added during the auto-connect will be removed.

Procedure

Complete the following steps to auto-connect data sources with a manager account. The procedure is applicable for all connectors that support the auto-connect feature.

  1. In Funnel, go to Connect > Data Sources > Auto-connects.
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  2. Click → Get Started to proceed.
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  3. Select a connector by clicking Create Auto-connect for that connector.
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  4. Select your existing credentials, or click + Add Credentials to add new credentials. Click Continue.
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  5. Select the template you created for your data sources, and click Continue.
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    If you haven’t created a template yet, click Create new template to set one up.
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  6. Select the manager account you want to connect, and click Continue.
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    After you select an account, you can see all ad accounts linked to the manager account in the Included section.
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  7. (Optional) Define filter to include or exclude ad accounts from your sync, and click Continue.
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    • The ad accounts in the Included and Excluded sections will update accordingly.

    • Note: This filter applies to all future syncs, and you can edit it later.
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  8. (Optional) Set up email notifications by entering your email address.
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    Funnel notifies you when:

    • New ad accounts are found in your manager account and are added as data sources

    • A sync for your manager account pauses due to inactive or removed ad accounts

    • Funnel cannot proceed with the sync due to shortage of flexpoints
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  9. Finalize the setup by entering a name for the Auto-connect setup.
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  10. Click Start Auto-connect.
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    • Funnel will create 4 new data sources during the initial sync. You will be redirected to a page where you can view details of this auto-connect.

    • To view the new data sources, go to Connect > Data Sources. The Connected By column for these data sources will indicate Auto-Connect.

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