Syncing Your Orders and Proposals with AdCellerant

Help Center

Syncing Your Orders and Proposals with AdCellerant

You can pull in line items from your AdCellerant account onto an Ad Orbit proposal or order. Connecting the two means your customer has only one item to approve and your data stays in sync. To connect items, you need to have AdCellerant proposals or orders and have the accounts connected. For more information about how to connect Ad Orbit to AdCellerant and how to set up your products for the integration, click here.

Once you have the setup done, you can start syncing your orders or proposals in one of two ways. On the pricing page of creating an Ad Orbit proposal or order, there are two buttons: 'Create AdCellerant Proposal', and 'Pull Items from AdCellerant'. If you already created your proposal in AdCellerant, select the 'Pull Items from AdCellerant' option and enter the ID. If you do not already have an AdCellerant proposal, use 'Create AdCellerant Proposal' option.

Note

You can also pull in items from AdCellerant orders. These are connected the same way as proposals, and will also use the AdCellerant ID.

If you use the 'Create AdCellerant Proposal' option, you will be automatically redirected to the AdCellerant login page. Once logged in, you can create your AdCellerant proposal or order.
- Once all of your items are on your AdCellerant proposal, go back to your order or proposal in Ad Orbit, and click the 'Pull Items from AdCellerant' button.
  - In this pop-up, you will need to enter your AdCellerant ID. To find the AdCellerant ID, go into AdCellerant and click view/edit the proposal. At the end of the URL, you will see the proposal ID.
Alternatively, if you have already created your proposal in AdCellerant, you can skip the 'Create AdCellerant Proposal' step and just use the 'Pull from AdCellerant' button in Ad Orbit to enter the AdCellerant ID for your existing AdCellerant proposal.
After the AdCellerant ID is entered, you will see a new popup which will list all of the AdCellerant campaigns /products from that AdCellerant proposal or order. Here, you will need to map every AdCellerant product to a line item in Ad Orbit; this is where you need to make sure you have your digital media products set up, otherwise these items cannot be mapped.
- You will be required to fill out different information in this popup, depending on if your team is using the global AdCellerant Product Mapper or not.
  - If products are mapped through the AdCellerant Product Mapper:
    The Product Category and Product fields will be pre-selected based on the mappings set on the product level. You will not be able to edit these fields.
    You will still be required to select the Publication, Category, and GL Class for the item.
    Any items that are not mapped will be unable to be imported from AdCellerant.
  - If products are not mapped through the AdCellerant Product Mapper:
    Each product from AdCellerant will need to be mapped on an ad-hoc basis. You will need to set the Product Category, Product, Publication, Category, and GL Class on each item in order to pull in the items from AdCellerant.
    You will be able to import any item from AdCellerant, as long as you complete the mappings in the pop-up.

Note
Some items in AdCellerant have ‘Management Fees’ set on them. If there is a Management Fee on an item that you are pulling in from AdCellerant, that fee will be added to the system line item as a ‘named fee item’. This can be seen by editing the line item. There will be a negative discount set, and when you click the ‘View Named Discounts’ button, you will see the AdCellerant Management Fee. These fees can also be seen in the Discounts & Fees Applied report.
Once you are done mapping, you will not be able to sync to another AdCellerant proposal. Continue modifying your order or proposal and save and send to the customer for approval like normal.
You can add any other products you want to the Ad Orbit proposal or order before sending to the customer. The approval of your Ad Orbit proposal or order does not affect the status of the AdCellerant proposal.

When a system order or proposal is linked to an AdCellerant proposal, there is the option to Pull Updates from AdCellerant. When you Pull Updates from AdCellerant, any changes made to the AdCellerant proposal will prompt updates on the associated system line items. This allows you to make sure you have the most up-to-date information on your orders and proposals to send to your clients.

On a proposal, an incomplete order, or a pending order in the system that is linked to an AdCellerant proposal, you will see the button ‘Pull Updates from AdCellerant’ on the pricing tab.

When you click this button, the system will make updates to your line items, and you may be required to map new items.

If an update is made to an AdCellerant item, such as a date or budget change, then the system will automatically reflect these changes on the associated line item.
Important
If the dates are changed in AdCellerant so that the item no longer spans the same number of months (for example an item that originally spanned 2 months and now spans 3), then the item cannot be updated in the system. You will need to delete the line items, pull in updates from AdCellerant again, and re-map the changed items.
If an item is added to the AdCellerant proposal, then you will see the mapping pop-up, where you can map the new AdCellerant items and create new system line items.
If an item is deleted in AdCellerant, the associated line items will be automatically deleted in the system.
Changes to a Management Fee will not be reflected in the system.
Note
Once a proposal or order has been approved by the client on the Ad Orbit side, you will no longer be able to pull in updates from AdCellerant.

Updated 8/22/2025

In this section:

Help Center

Syncing Your Orders and Proposals with AdCellerant

Note

Note

Important

Note

Search results