A Guide to Merging Multiple Buyer Accounts into a Single Master Spreadsheet
For digital marketing agencies, managing numerous buyer accounts (ACBUY) across different platforms and campaigns is a common challenge. Data fragmentation leads to inefficiency, obscured insights, and operational overhead. Consolidating this data into one master spreadsheet is a transformative strategy for clarity and control.
Key Benefits of Account Consolidation
- Unified Performance View:
- Efficient Reporting:
- Data-Driven Decisions:
- Time & Error Reduction:
- Efficient Reporting:
How to Consolidate Accounts: A Step-by-Step Framework
Step 1: Audit & Structure
Identify all buyer accounts to be merged. Define the structure of your master spreadsheet. Essential columns often include: Account Name, Platform, Campaign ID, Date, Spend, Impressions, Clicks, Conversions, and ROAS.
Step 2: Data Extraction & Standardization
Export reports from each individual ACBUY account. Standardize metrics, currency, and date formats to ensure consistency before import. This step is crucial for accurate aggregation.
Step 3: Centralized Data Import
Import or copy the standardized data into your master spreadsheet. Maintain a consistent tab structure—consider separate sheets for raw data, summary dashboards, and client views.
Step 4: Automation & Integration
Utilize tools like Google Data Studio, Supermetrics, or native platform APIs to automate data pulls. Implement spreadsheet formulas (SUMIFS, QUERY, Pivot Tables) to dynamically summarize data.
Step 5: Validation & Maintenance
Regularly audit the master sheet for discrepancies. Update the process as new accounts or metrics are added. Designate an owner for data integrity.
Best Practices for Ongoing Management
- Version Control:
- Access Management:
- Schedule Refresh Cycles:
- Keep It Simple:
- Access Management:
Conclusion
Consolidating multiple ACBUY accounts into a master spreadsheet is not merely an administrative task—it's a strategic upgrade for any agency. It transforms fragmented data into a unified asset, driving efficient management, clearer insights, and ultimately, better results for your clients. Begin with a clean audit, standardize rigorously, and leverage automation to turn data consolidation into a sustainable competitive advantage.