To add a new client to Ninja Cat, access the main accounts page. This should be the default page you are directed to after logging in, but you can also get there quickly by selecting the "ACCOUNTS" tab.
First, always type the client name into the search bar to ensure they have not already been added. If the client already has an account, check it to make sure all of the following has already been done. If parts are missing (if, for example, it was created and set up for SEM and Adwords but not SEO), add what is needed. All the steps below will still be the same.
Once you’ve determined the dealer does not already have an account, on the right hand side, select the blue "ADD ACCOUNT" button.
Upload the dealer logo and enter in the account information. Primary contact and email will be the person at the dealership that you want to receive the reports. The external ID is the dealer ID# which you can find at the top right hand corner of the admin panel on the dealer website.
Where it says "Custom Field", this is where we will be putting our Calendly scheduling links. This will need to be updating whenever the reps change. You can find this link in the Client Tracker doc on the "Report Call Scheduling" tab under "Scheduling Link".
Under Account Groups, select the dealer type (powersports, harley davidson, marine, rv, etc).
Parent Account is only necessary if a parent group exists (ex: The Windy City Motorcycle Group parent account for Fox River HD) and we may want to create a report that contains data from all accounts in that group later on.
For Co-Op OEMs, when you see an account group such as Honda or Kubota, if the dealer is co-oping with that manufacturer, make sure you tag those groups.
Tags is where you will put the necessary Rep names for both SEO and SEM so that we can keep track of our clients.
Save changes.

Syncing Data Sources

Pro Tip: Make sure you disable your Ad Blocker/allow ads to run on Ninja Cat, otherwise you’ll get a really vague and non-helpful error message when trying to sync up the data sources.

Click on the account you want to add a data source to. This will take you to the main account page where you can see what data is already there, a history of reports, any KPIs for SEM, and any notes that have been made.
To add a data source, click on the "+" button above the data source box. In here, you will add the necessary data sources one at a time. You will need the following:

Google Adwords
Bing
Facebook
Simplifi

3. When you are done syncing up all the data sources, refresh the main account page to make sure they are all connected.

Syncing Google Sheets

Find the current client sheet for the dealer and add 4 new tabs all the way to the right titled: "DS Import", "Grade Us Import", "Work Done Import", and "Emma Email Data".
https://docs.google.com/spreadsheets/d/1ONuccexp2xSxVG0KBqs9pGnpGGsxIY7C8ROTQbs646s/edit#gid=0
Once these have been saved, you will need to go back into Ninja Cat and sync up these as data sources for the client.
Click on your name in the upper right hand corner and select "SETUP" from the drop down menu. You’ll be taken to the Data Sources set up page. Find ‘Google Sheets - SEO Account’ among the sources (it may be on the second page) and select it.
On the Network Settings page, select "EDIT MAPPING". On the new mapping list page, you should see 4 options: Email Master Mapping, Grade Us Master Mapping, SEOMonitor Master Mapping, and WD, PW, & RSD Master Mapping.
Click on WD, PW, & RSD Master Mapping. Do not edit anything on this initial page you are taken to! This controls the mapping for all accounts. Instead, you want to click on "CONNECTIONS" in the tabbed navigation. You should see a list of our clients here. These are accounts that have already been synced.
Select the blue "ADD CONNECTIONS" button and in the table it opens, you’ll need to add the following:
1. Unique Name: This should be the Dealer Name exactly as it appears on the title of their client sheet.
2. Google Spread Sheet: This is where you select the Client Sheet you want to sync to.
3. Google Sheet: This is where you will find the corresponding tab. Since we are doing work done currently, you will want to select "Work Done Import".

Syncing Connections At the Account Level

Once these are all set up, go back to the account and add a data source, this time selecting the Google Sheets option.
You’ll do the next steps 4 times, once for each of the new tabs in the client sheet.

NEW: Due to how the dashboards work, we only want to connect the google sheets that are necessary for each account. So for SEM, only add the Work Done Import tab.

3. Select the sheet mapping and then out of the connection options, search for the dealer you are working on. Then in the description, just write which google sheet this is. So for the Work Done, it should look like this:

Importing Data to Google Sheets

So we’ve got all of the data mapped and synced, now we have to make sure Ninja Cat has something to pull.

In the Work Done Import tab, you will need to create the following:

With these column headers:

Date
Work Done Intro
Work Done Additional Pages
Proposed Work
Results of Work Done
Contact SEO
Contact SEM

These need to be set up exactly as written so that Ninja Cat can find the correct row and column to pull from. For the Contact headers, you only need to add whichever ones are relevant to that specific account. If they don’t have SEO, you don’t need to add the following: Work Done Intro, Work Done Additional Pages, Proposed Work, Results of Work Done, and Contact SEO. You will also need to have a date in column A for every row that has data in it. As long as the dates are consecutive, it doesn’t matter what the actual date is. It just tells Ninja Cat what order to put each text box in.If the rep changes or updates any information, this will need to be reflected in the Work Done Import tab as well, so depending on QA or changes in proposed work, this may need to be repulled occasionally.

Setting Up The Budgets In NinjaCat:

Open up the client's NinjaCat account.
Click "Settings".
Click "Advanced".
Enter the clients ACTUAL MONTHLY SPEND in the "Budget" section under "Target Monthly Budget".
Enter a 5% and 10% margin in the "Budget Warning Thresholds".
Save your changes.

Setting Up The KPIs In NinjaCat:

Open up the client's NinjaCat account.
Under the "KPIs" section, select "Add KPI".
Enter the clients ACTUAL MONTHLY SPEND in the "KPI Target Value".
Enter a 5% and 10% margin in the alert and warning thresholds under the "Notification" section.
Save your changes.

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