Xandr Migration Guide
Overview
This guide provides you with tools to assist migrating common ad-tech workflows from Xandr to the IQM platform: platform terminology, entity mapping, and endpoint-specific API protocol comparisons. These workflows use the unique REST API protocols of each platform to create and manage Campaigns and Insertion Orders, optimize budgets and audience-targeting parameters, apply advanced Conversion settings, and more.
Refer to the Entities Comparison table for naming conventions and their descriptions, and to the migration guide's subsequent pages to compare detailed endpoint-specific protocols.
Entities Comparison
Both IQM and Xandr use similar organizational frameworks for their advertising management. While each platform has different naming conventions, their hierarchical structure is similar and involves some of the same relationships.
This table compares each platform's terminology and entity relationships. The descriptions use IQM's terminology. For full naming and hierarchy details, refer to IQM Platform Overview and Network Relationship Diagram.
| IQM | Xandr | Description | Resources |
|---|---|---|---|
| Organization | Member | The entity containing an Organization's or company's details (address, email, website, etc.). | IQM: Workspace API, IQM Platform OverviewXandr: Network Relationship Diagram, Member Service, Publisher Service, Advertiser Service |
| Workspace (User) | Publisher/Advertiser | A user that signs up with the platform and receives authentication credentials: Organization Workspace ID (owId) for IQM; Account ID for Xandr. Workspace Users are also referred to as Advertisers or Customers in different contexts. | |
| Advertiser (Customer) | Advertiser | On IQM's platform, once an Advertiser is assigned to a Workspace User, it becomes a Customer (these also operate as their own Workspaces). This relationship for Xandr is between a User and a Role. An advertiser can be assigned to one Workspace; and they can have multiple Insertion Orders assigned to them. | |
| Insertion Order | Insertion Order | The contract between advertisers and a media partner that outlines the budget details and parameters of an advertising Campaign. Assigned to one advertiser. | IQM: Campaign API, Create a Campaign (Quickstart Guide), Create a Campaign (Help Center Article)Xandr: Insertion Order Service, Line Item Service, Line Item Service - ALI |
| Campaign | Campaign/Line Item | The targeting and optimization strategies of an advertising run. Select inventories, set goals, Creatives. Xandr uses Campaign and Line Item to refer to this entity. | |
| Creative | Creative | The media file used in the advertisement. Can be assigned to multiple Campaigns/Ad Groups. | IQM: Creative API Xandr: Creative Service |
| Audience | Profile | The group of people targeted for a Campaign. Audiences are made up of included/excluded demographic data used to optimize targeting. On the IQM platform this is referred to as the "audience segment" (static lists of segment data are in the Master API); Xandr refers to this as segment_targets or segment_group_targets. | IQM: Selecting your Audience, Master API Xandr: Profile Service Overview |
| Bid Model | Custom Models | Advanced bidding options that tailor bid prices for various targeting dimensions within Campaigns (or, Line Items for Xandr). These settings fine-tune where ads appear, and manage Campaign priority and dimensions. | IQM: Bid Model API, Campaign Delivery and OptimizationXandr: Custom Models |
| Reports | Reporting | The tool used to execute and schedule Reports to generate insights and inform current and future Campaign optimization. Reports are customizable by quantitative metrics and qualitative dimensions. They are downloadable in CSV or Excel format. | IQM: Reports API, Reporting and AnalyticsXandr: Report Service |
| Inventory | Inventory | An organizational tool that provides advertisers a way to create collections or groups based on ad format, placement type, targeting options, and other properties. IQM has options to bid on Open Exchange Inventory or create Private Marketplace Deals or Programmatic Guaranteed Deals as a way for advertisers to negotiate directly with publishers. Xandr uses their Deal List Service to manage bidding activities. | IQM: Inventory API, Select InventoryXandr: Inventory List Item Service, Deal Service |
| Conversions | Conversions | The string of HTML code that can be placed on your website to measure Conversions. IQM supports client-side (Pixel) and server-side (Postback) Conversions to track visitor activity. Xandr refers to their conversions as Pixel and Universal Pixel. | IQM: Conversions API, Choose Your ConversionXandr: Conversion Pixel Service, Universal Pixel Service |
| Planner | n/a | The tool for managing proposals to draft ad strategies, a media plan's potential reach, and impressions, that meet clients' requirements and targeting goals. | IQM: Planner API, Planner Proposal Overview |