Reconcile your numbers with ours

Reconciliation sets your own counts beside ours, one row per served date and line item. It shows where the two differ and by how much. Nothing on this page moves money; a row over the tolerance is where you start a dispute. This module is in Beta.

Before you start

• A CSV with a header row and these columns: date, line item, then any of impressions, clicks, leads, conversions. Leave a metric blank if you don't track it. Download the template from the page.
• Use the line item's name or id exactly as it appears on Line Items.
• Dates as yyyy-MM-dd. One file covers up to 92 days and 20,000 rows, up to 5 MB.

Steps

1. Open Reconciliation. Agencies choose the client first.
2. Give the source a name, such as your click tracker, and a tolerance if you want one other than 10%.
3. Select Choose CSV and compare.

What you see

• Totals for each metric: yours, ours, and the discrepancy as a share of ours.
• Rows per day and line item, with the same three figures per metric. A row over the tolerance is flagged.
• Filtered: impressions we classed as invalid and never billed. They are not in "Ours", so your count and ours compare like with like.
• Not matched: lines whose line item we could not find. Fix the name or id and upload again.

Raise a dispute from it

Select Raise a dispute on the flagged rows. The dispute form opens with those line items and dates filled in and the upload attached as evidence. See raise a billing dispute.

What the tolerance means

A discrepancy under 10% between two ad systems is normal in the trade and is not by itself a billing error. Our measurement is the billing record, as the Invalid Traffic Policy explains; the comparison tells you where to look.

If something goes wrong

• "No date column" or "No line item column". Name the columns as above.
• "could be two dates". Use yyyy-MM-dd.
• "No row named one of this advertiser's line items". Check the names against Line Items.
• Leads are lower than yours. We count leads by the day they arrived in your interactive ads, not by the day your CRM recorded them.