To connect your TradeDesk account to Whatagraph and enable seamless data reporting, your API user must have specific permissions set by your TradeDesk representative. This article outlines the exact prerequisites, required access rights, and solutions to common permission-related errors.
Before you attempt to connect TradeDesk to Whatagraph, ensure you have the following in place:
1. API Credentials
You must obtain Platform API credentials directly from your TradeDesk Account Manager.
Note: These credentials are not user-generated and are essential for any API-based integration.
2. Dedicated API User Account
You’ll need a dedicated API user account for the connection.
Important: Even if your regular UI user account has full access, it will not suffice. API permissions are managed separately and must be granted explicitly.
Required Permissions in TradeDesk
The following permissions must be configured for your dedicated API user to enable Whatagraph to access and visualize your TradeDesk data:
1. API Access to “My Reports” Endpoints
This permission allows Whatagraph to retrieve essential reporting data.
Important: You must specifically request this access from your TradeDesk Account Manager.
2. Token Generation Permissions
Your user must be able to generate authentication tokens.
To verify:
Log into the TradeDesk Partner Portal
Check if you have the "Manage API Tokens" option under your User Profile.
Note: Without token generation, the integration will fail at authentication.
3. Partner and Advertiser-Level Permissions
Ensure the API user has:
Partner-level access to retrieve data across your organization.
Advertiser association permissions to pull data for specific advertisers under your partner account.
4. Report Template Access
Your API user must have access to standard TradeDesk reporting templates, including:
reach_and_frequencyad_group_performanceAnd other relevant templates depending on your use case.
5. CRM Data Management Upload Access
Visit https://api.thetradedesk.com/v3/termsandconditions to confirm if this permission is active. If not, request an upgrade from your TradeDesk Account Manager.
Common Permission Errors in Whatagraph
If your connection to TradeDesk fails, the issue usually lies with missing or incorrect permissions. Here are common errors and how to resolve them:
1. “Authentication Failed” or “Invalid Credentials”
Likely Cause:
Incorrect API credentials
Missing token generation rights
Solution: Verify your API credentials and ensure the "Manage API Tokens" option is available for your user.
2. “Access Denied” or “Forbidden”
Likely Cause:
API user lacks required permissions (e.g., “My Reports” access or advertiser data access)
Solution: Confirm with your Account Manager that all required permissions have been granted.
3. Missing Advertisers or Campaigns
Likely Cause:
Your API user is not associated with all advertisers in your account
Solution: Request your TradeDesk representative to grant access to the missing advertisers.
How to Resolve Permission Issues in TradeDesk
If you're unsure about the current permission setup or encounter persistent issues:
Contact your TradeDesk Account Manager or Technical Account Manager
Provide the following message or summary:
"I need to connect my TradeDesk account to a third-party platform, Whatagraph. Please ensure the API user account has the following permissions:
API access to ‘My Reports’
Token generation rights
Partner-level and advertiser-level access
Access to reporting templates
CRM Data Management Upload permission"
Request a confirmation once all permissions are set.
Important: Your TradeDesk representative is the only one who can grant or modify these API permissions. Most issues are resolved once permissions are correctly configured.
Summary
To successfully integrate TradeDesk with Whatagraph:
Use dedicated API credentials and a dedicated API user account.
Ensure all required permissions are granted by your TradeDesk Account Manager.
Troubleshoot connection issues by checking for missing token generation, report access, or advertiser associations.
Contact your TradeDesk representative directly to configure or confirm permission settings.
By following this guide, you'll enable a smooth and secure data integration between TradeDesk and Whatagraph.