Uptempo ID and Persistent ID

Marketing investment and spend data are tracked in disparate systems such as a CRM, procurement system, finance ERP, event tracking platform, digital marketing platforms, and many others. With the data dispersed across the systems it becomes very difficult to accurately connect all data points for comprehensive reporting.

Uptempo provides marketers with a solution to align their data across all systems with a single unique identifier. Uptempo generates an ID for each folder, sub-folder, investment plan, category, sub-category, placeholder, or line item when it’s created. This ID number can be found on the Roll-up and Detail panels and it is named according to the identified item, e.g. Line Item ID or Investements ID.

The ID can be used at three levels.

• At the hierarchy, it can be connected to Adaptive, Anaplan, or other corporate planning tools.

• At the category or sub-category level, it can be tagged to POs that contain multiple lines and/or campaigns that have many programs or a parent campaign with many children.

• And lastly, at the line items level, it can be tagged to individual PO line items, spend or expense transactions, campaigns, projects and/or investments where appropriate.

The Persistent ID enables one consistent number across years for multi-year campaigns and contracts. This way, only one ID will need to be used across the systems year over year.

When line items are copied from one year to the next, during roll-over, a Persistent ID is created which indicates that there was an original version of this object in a previous year. If we copy an object, we keep the ID, which is why it’s called persistent; a new Uptempo ID is also created which will be a different unique number specific to the new year.

The Persistent ID is like a breadcrumb, leading users back to the original object and exposing all related objects. The objects that share a Persistent ID do not impact each other – the individual objects remain unique. If a value changes in one object, it does not affect any other object with the same Persistent ID. If a new object is created for the first time in a hierarchy without being copied from a previous year, the Persistent ID will be the same as the Uptempo ID.

Persistent ID is only available at a category and/or line item level.