Why am I receiving a "Data Source Permissions Error" email alert? 

Shape members receive a "Data Source Permissions Error " email alert when a data source has stopped working. Every new Shape company sets up data sources by linking the email they use to log in to ad platforms (such as Google Ads, Microsoft Ads, and Facebook Ads) to manage PPC campaigns. 

Reasons that an entire data source may stop working include: 

  • The password changed for a data source 
  • A person's work email was set as a data source. That person left the company and their data source was removed 
  • An advertising platform required a reset (ex: LinkedIn requires data source refreshes every 60 days).

When a data source becomes inactive or has errors, Shape cannot pull the most up-to-date spend/metrics for any campaigns associated with that data source. Budgets will appear to be wildly underspent until this issue is fixed. If this issue persists too long, this could cause clients to overspend their budgets.

Shape notifies you of these issues in two ways.

  • In the platform, the right-hand side of the screen will display a warning alerting you that a Data Source is missing access. It will list the platform and email associated, and give you the option to "Resync Data Source." 
  • If you navigate to the Data Sources page, the Access column will display a red warning sign next to the email that is missing permissions with the option to ReSync. 

 

How do I fix this issue? 

The alert email you receive should have the affected ad platform and email associated with the data source. 

Option 1: Main Dashboard

  1. On the main dashboard, find the "Missing Data Source Access" error on the right-hand side of the screen. 
  2. Click "Resync Data Source" 
  3. A form will appear asking you to verify your credentials for the ad platform with the error. 
  4. Select the correct account, and follow the prompts to allow Shape permission to make changes to your campaigns. 
  5. Shape will notify you when the Data Source is successfully relinked. If an error displays, please contact Shape Support (support@shape.io).

Option 2: Data Sources page

  1. Navigate to the Data Sources page in Shape.
  2. Click the logo for the ad platform with the missing data source permissions.
  3. Find the Data Source email at issue. Click "Resync" in the Actions column.
  4. A form will appear asking you to verify your credentials.
  5. Select the correct account, and follow the prompts to allow Shape permission to make changes to your campaigns. 
  6. Shape will notify you when the Data Source is successfully relinked. If an error displays, please contact Shape Support (support@shape.io).

Need additional assistance? 

If you need additional help with this error, simply respond to the alert email you received or contact support@shape.io.