LogoLogo
  • The Moment Knowledge Base
  • Moment
  • My Pages
    • My Settings
    • Time
      • Timesheet
      • Hours Report
      • Time balance
      • Absence Overview
      • Absence Report
      • Planned absence
    • My overview
    • My Tasks
      • My Task Board
    • Project Management
      • To be invoiced
      • Project Report
      • Hours report
      • Invoices
    • My Travel & Expense
      • New Expense
      • Claims
    • Project Expenses
    • Education
    • Organization
    • My Stats
    • Menu items
  • Tasks
    • Planning
    • Recurring tasks
    • Tasks report
  • Customers
    • Overview
    • Customer profile page
    • Contacts and mailing lists
    • Invoicing settings for individual customers
  • Offers
    • How to activate the offer module in Moment
    • Sending offers from Moment
    • How do hours in activities from an offer show in Moment's capacity overview?
  • Quality
    • Checklists
      • Working with checklists
      • Importing checklist templates
      • Control column
      • Checklist Report
    • Nonconformities
      • Action types
      • Categorize with tags
      • Impact
    • Routines
    • Project reviews
    • Evaluations
    • Risk management
    • Risk report
    • Settings
    • How can Moment support ISO certification for your company?
  • Projects
    • Overview
      • On map
      • Status
    • Dashboard
    • Report
    • Price Lists
    • Forecast
    • How to setup hours approval in Moment
    • Project Roles
    • Projects Main Page
    • Template projects
    • Activities
      • How to copy activities, move hours from one activity and deleting activities.
    • Project plan
      • Project Plan features
      • Budgeted costs and revenue in Moment's Project Plan
      • Accrual report
    • Expenses
    • Price Model
      • Price model: Hourly rates
      • Price model: Fixed price
      • Price model: Subscription
    • Invoice settings
    • Profit Factor
      • Calculated profit factor
      • Fixed profit factor
    • Products
    • How to keep track of costs in non billable-projects
  • Resources
    • HR (Pro)
      • Configuration
      • Reports
    • Co-workers
      • Schedule
      • New user (co-worker)
        • First time login in Moment for new users
      • Access Rights
      • Education
      • Hourly rates
      • Licenses
      • 📆Absence Approval based on tags
      • How to register furloughing (permitteringer) in Moment?
      • Why do my co-workers and I have too many/few banked hours?
      • How to add co-workers to projects between two partner companies
    • Resource Planner
    • Reservations
    • Capacity
  • Finances
    • Invoices
      • Payment ID
        • Payment ID Examples
      • Credit invoices in Moment
      • Updating the invoice summary.
      • Can't export invoices to an external accounting system
      • Splitting invoices between two customers
    • Project expenses
    • Product sales
    • Subscriptions
    • To be invoiced
      • Invoice draft approval
      • Common problems that prevent invoicing
    • Payments and write off
      • Customer has paid an invoice twice/OCR file has been read twice
    • Customer ledger
    • Payment reminders
    • Invoicing in advance (A-konto)
    • OCR files (KID in Norway)
    • E-invoicing
      • Countries
        • Norway
        • Sweden
        • Iceland
        • Denmark
          • Background info and technical details
      • PEPPOL BIS Billing 3.0 (EHF 3.0)
      • Addresses / PEPPOL ID
  • Company
    • Hours overview
    • Absence
    • Timesheet status
    • Hours and vacation balance
    • Billable time report
    • Performance
    • Files
    • Logs
    • Forecast
    • Holidays
    • Export invoices
  • Setup
    • Access control
      • Settings for Role Based Access Control
    • Tags
    • Travel & Expense
      • T&E configuration
        • Expense types
          • Norway
            • 2022
            • 2023
            • 2024
    • Notifications
      • Export invoices
  • Moment - By topic
    • How to setup and test Moment
    • Education
      • Setup
      • Registration
      • Reporting
    • Partner Companies
    • Moment FAQ
      • Security
    • Integrations
      • Real-time integrations
        • 24SevenOffice
        • Azets
        • Business Central
          • Configuration
            • Business Central App
            • Business Central
            • Moment
          • Data flow
        • Business Central Payments
        • CatalystOne
        • DK+
        • DnB Regnskap
        • Fiken
          • Authorization
        • Fortnox
          • OAuth 2 authorization
        • Fortnox Payments
        • PowerOffice Go
        • SharePoint
          • Configuration
            • Azure Active Directory
              • Postman
            • SharePoint
              • Content Type
                • Activity
                • Year
                • Period
                • Tags
        • Sparebank1 Regnskap
        • Tripletex
          • VAT Settings
          • Cost category names
        • Uni Economy
        • Uniconta
        • Uniconta Payments
        • Visma e-conomic
          • Incoming expenses
          • Demo
        • Visma e-conomic Payments
        • Xledger
      • File exports
        • Accounting system
          • DK
          • Duett
          • Dynamics C5
          • eFina
          • InfoEasy
          • Mamut
          • SIE 4
          • Uni Economy
            • Import central
          • Uni Micro
          • Visma Business
          • Visma DI Systems
          • Visma Global
          • Visma Scenario
          • Visma.net
          • Xero
            • Xero templates
          • Xledger
            • Format AR10
            • Format GL02b
          • Factoring
            • SG Finans
              • File content
            • Sparebank1 factoring
        • Wage system
          • Hogia Lön
          • Huldt & Lillevik Lønn
          • Visma Lønn
        • Export templates
          • Template editor
            • Create template
            • Edit template
              • Content
            • Test template
          • Customers
          • Expenses (Claims)
          • Hours (Time records)
          • Projects
          • Custom template
      • File import
        • Integration/file import
          • SoMe Ad Expenses
            • Configuration
            • Import
            • Ad providers
            • Technical description
          • Visma Document Center
            • SFTP configuration
            • Visma Document Center CSV file
        • Moment Importer
        • Object import/update
          • Import
        • Tools
          • Checklist
          • Expenses from file
          • Import expenses
      • Other systems
        • Ambita
        • Holte
        • JIRA
        • MAKS
        • RecMan
      • SSO
        • Google
        • Microsoft
      • Webhooks
        • Claims
        • Customers
        • Invoices
        • Offers
        • Projects
      • Known issues
        • Tripletex
        • 24SevenOffice
        • General
          • Invoice not transferred due to VAT code
  • Change Log
  • For developers
    • API
      • Authorization
        • Postman
      • Rate limit
      • How to use the API
      • How to get the your data
        • projects/projectRegisteredHoursReport
        • timeRecords/getReport
      • Moment API Swagger
  • ProjectHelp
    • ProjectHelp Support
Powered by GitBook
On this page
  • What social media ads providers are supported?
  • What is the purpose of the integration?
  • How does the integration handle customers?
  • How does the integration handle campaigns?

Was this helpful?

  1. Moment - By topic
  2. Integrations
  3. File import
  4. Integration/file import

SoMe Ad Expenses

PreviousIntegration/file importNextConfiguration

Last updated 3 years ago

Was this helpful?

Social Media Ad expenses integration supports import of files from various ad providers. By providing the files in the defined format, the integration is able to place these on the correct project/activity.

What social media ads providers are supported?

The import is currently supporting the following providers:

  • Facebook Ads

  • Google Ads

  • Display & Video 360 (Google Marketing)

  • Microsoft Ads

  • LinkedIn Ads

  • Snapchat Ads

What is the purpose of the integration?

To cover the need of having expenses that are coming from the various social media ads providers easily split to the correct project/customer in Moment, this integration will handle this part by using what's available in the external platform to relate with projects in Moment.

How does the integration handle customers?

In the case of the various ad providers, each customer must have a unique ID, this ID will be registered to a project in Moment. By doing so, any expenses related to the customer will be registered to the defined project. Use a custom field on the project for this purpose. Create one field for each ad system that will be used.

Multiple customers collected

If there is the need to have multiple customers from the ad provider to be collected on the same project in Moment there is also support for this. Just register multiple customer IDs for the same project, use comma to separate the various customer IDs.

Same customer ID on multiple projects

If the same customer ID is found on multiple projects, the project that was most recently created is the one used.

How does the integration handle campaigns?

In addition, in those cases where there is the need to split expenses on to a specific campaign, the import also handles this. This requires any campaigns where this is to be used to be created as an activity within the project in Moment. It's very important that the name of the activity is exactly matching the name of the campaign in the ad system.