SBMS Digital and Basis Integration

FreeWheel Advertisers has partnered with Basis Technologies to offer agencies a powerful, integrated solution.  You now can support buys across direct, programmatic, search and social through the  Basis platform. FreeWheel will pull the daily data into SBMS for billing and reconciliation.

Note:  The SBMS and Basis Integration requires SBMS version 22.9 or higher.   

To begin the process, create an estimate in the Digital Estimate screen in SBMS Digital.



Next, create a Media Plan in Basis.






Once your Media Plan is created in Basis, you can enter or select the SBMS estimate number.



When you are ready to create a financial obligation, the Media Plan is approved in Basis.



On Media Plan approval in Basis, the Media Plan is exported and ingested in SBMS for the attached estimate as Approved Placements. 



Approved Placements are created with the following:

• Placement Source is Basis
• External ID is the Basis Placement Line ID. This will be required for ingestion of Basis Metrics. Functionality for ingesting Basis Metrics will be available in a future integration version. 

Approved Placements will have the following columns locked to ensure costs are never out of sync between Basis and SBMS. If they need to be updated, users can update in Basis and Approved Revisions will export to SBMS as Revised Placements.

• External ID
• Placement Source
• Placement Name
• Start Date
• End Date
• Net Cost
• Units
• Cost Type

Approved Placement lines are ready for Client Billing and Vendor Invoice Reconciliation.



When updates or revisions are made in Basis, upon approval in Basis all Revised Placements are exported to SBMS with a Revised Placement status. 

• The SBMS Revision Logic is in the API to ensure all changes follow the same financial rules and settings in SBMS. If failed updates are made the API will generate a detailed error message which is surfaced in Basis so users have a clear understanding of why a change can't be applied in SBMS. 

1. Net Cost can not be less than Matched/Cleared invoices. 
2. Placement dates can not be changed to be after Matched/Cleared Invoice dates

Vendor Invoicing: Placements ingested from Basis follow the traditional Vendor Invoice workflow. Please see the Invoice Status Screen below.



If there's an error in the API for any reason when exporting either a new campaign or a revision, the error will surface in the Basis UI. Below are a list of error messages and reasons for failure:

• The SBMS Media Type and Vendor Media Type don't match. All Vendors included in the SBMS Media Plan must be the same Media Type as the Estimate.
• The Vendor has Matched/Cleared Invoices and Costs can not be less than the Matched/Cleared Invoice Amounts.
• The Vendor has Matched/Cleared Invoices and Dates can not be after the Invoice Dates for Matched Cleared Invoice. 
• The Vendor has Matched/Cleared Invoices and can not be cancelled. 

Attached is the workflow guide and partnership two-sheeter.