Checking the click ID and conversion upload for a performance marketing agency: a comparison of two common setups
Two setups can report the same action in different ways. For a performance marketing agency, compare the path, the identifier, and the rule that decides when an action counts.
Read the symptom
The handoff depends on a business record being connected to the original ad interaction. The identifier, conversion action, timestamp, timezone, and sales status need to stay together while the deal moves through the CRM.
Inspect the path
- Find the identifier captured at the first interaction.
- Compare the CRM status with the conversion action name.
- Check the timestamp and timezone used by the upload.
- Keep a response log for accepted, rejected, and unmatched rows.
Compare the paths
Make the upload record readable to someone who did not build the integration. For platform details, compare the fields in your implementation with Google’s offline conversion documentation.
If the next step is a shared source and outcome record, see LeadSheet.