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Connecting Your Data to Aliveo AI

1. Logging In

Once you log in to Aliveo AI, you’ll arrive at your personalized dashboard. From here, all account management actions are just a few clicks away.

2. Accessing “My Account”

  1. In the Navigation Bar at the top-left corner, click on your name.
  2. From the dropdown menu, select My Account.

This will open your account management interface where you can manage your lines of business and connected data sources.

3. Adding Lines of Business

In the left panel, you can easily add and manage multiple lines of business (LOBs). Each business line can have its own unique data sources and advertising platforms connected.

To add a new line of business:

  1. Click “Add New Business”.
  2. Enter a name and relevant details.
  3. Save it — it will appear in your sidebar.

4. Selecting a Business and Choosing Platforms

Once you’ve selected a specific business, you’ll see a dropdown list that allows you to connect different advertising and analytics platforms.

Supported Platforms

Aliveo AI currently supports direct integration with the following platforms:

  • Google Ads
  • Facebook Ads
  • LinkedIn Ads
  • TikTok Ads
  • Apple Search Ads
  • Google Analytics (for first-party data integration)
  • Custom Data Sources
  • Google Sheets

You can mix and match multiple platforms for each business as needed.

5. Connecting Ad Accounts

The integration process is streamlined for ease and security.

  1. From the list of supported platforms, select the platform you wish to connect.
  2. Click “Connect Now”.
  3. You’ll be redirected to the platform’s login or authorization page.
  4. Follow the on-screen prompts to grant Aliveo AI the necessary permissions.
  5. This ensures that Aliveo can securely access performance and campaign data from your selected accounts.
  6. Once authorization is complete, you’ll be automatically redirected back to Aliveo AI.

6. Finalizing the Connection

Back on the Aliveo AI interface:

  1. You’ll now see a list of all available ad accounts associated with the connected platform.
  2. Select the accounts relevant to your chosen business.
  3. Click “Connect” to finalize.

That’s it — your accounts are now linked!

7. Data Synchronization and Notification

Aliveo AI will automatically start pulling data from your connected accounts. This process may take a few hours, depending on the data size.

✅ You’ll receive an email notification once the initial data sync is complete.

8. Adding Custom Data

Aliveo AI also allows you to add custom data through CSV uploads or Google Sheets. This is ideal for bringing in data from other tools, reports, or internal systems.

Uploading Custom CSV Files

You can upload custom CSV files of up to 100 MB per file.

Steps to upload:

  1. Select Custom Data from the data source dropdown and hit Connect.
  2. Choose the CSV file from your local system using the file picker.
  3. Once uploaded, Aliveo AI automatically detects columns and metadata, and shows a snapshot of your data.
  4. Add a title and an optional description for your dataset, then click Next.
  5. In the next step, choose which columns you want to keep and assign appropriate data types (e.g., ID, Category, Metric, etc.).
  6. Click Save to confirm.

Aliveo AI will then start processing your data in the background.
📩 You’ll receive an email notification once the dataset is ready to be used.

Connecting Google Sheets

You can also connect Google Sheets using a similar flow:

  1. Select Google Sheets from the data source options.
  2. Paste the URL of your Google Sheet.
  3. Grant view access to Aliveo’s service account when prompted — this allows us to read your sheet securely.
  4. Once access is confirmed, you’ll see a snapshot of your data just like with CSV uploads.
  5. Choose columns, set data types, and Save to complete integration.

Aliveo AI will process your sheet and notify you via email once it’s available in your workspace.

9. Summary

Step Action Description
1 Login Access the dashboard
2 Go to “My Account” Manage businesses and integrations
3 Add Business Set up multiple lines of business
4 Select Platform Choose from supported ad and data sources
5 Connect Authorize and link your accounts
6 Confirm & Sync Wait for sync confirmation via email
7 Add Custom Data Upload CSVs or connect Google Sheets

🔒 Security Note

Aliveo AI uses industry-standard OAuth authentication and secure data handling protocols.
Your credentials are never stored — only temporary access tokens and metadata are used to sync and process data securely.