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From Ads Export to Enquiry Review: A Small-Business Checklist

A month-end routine for small businesses: lock the enquiry question, prepare joinable CSV fields, align time zone and conversion counting, then reconcile one campaign group before changing bids.

A1 Sites · ·7 min read

Brand promotion: this article introduces Guangsuan's Google Ads management service.

A small business closes October with two lists that refuse to agree. The Ads file counts platform-recorded contacts, while the inbox holds quote requests confirmed by staff. Neither list is automatically wrong. The gap usually starts earlier, in how rows were defined, how days were stamped, and which steps were counted as conversions.

Start from the enquiry question

Write one decision sentence before opening Ads, for instance: which service lines brought qualified quote requests in October, and what did they cost? That sentence fixes period, level of detail, and which action to carry forward.

Set period and columns at the needed level, then press the download control to save the file.

  • Keep the customer number inside the file, and keep the numeric campaign number next to the campaign name, because names get edited.
  • Keep each split that makes a row distinct, such as date, device, network part, location slice, and conversion action where relevant.
  • For intent review, carry search terms beside the keyword you bought, so what shoppers typed stays apart from what you bid on.
  • Hold a campaign total and a campaign-by-day split in separate files, because they answer different questions and cannot share one join key.

Label files with account, report name, period, date rule, and pull time. Leave the downloaded original untouched and work in a copy, so the same slice can be replaced on retry.

Line up days, zone, and which steps count

Each file stamps rows with the time zone saved in the account, so a late-evening request can fall on a different calendar day than your shop records show. Note that zone on the file itself. Choose a daily, weekly, or monthly cut that fits the question, and create the time cut with the segment control instead of stitching several downloads together.

A click at the end of September that becomes a signed request in early October lands in different months when you count by click day compared with counting by event day. Both count methods are valid, but a period comparison must keep one method on both sides.

  • Your Conversions total counts just the steps you flagged as main; helper steps live in their own columns.
  • Helper steps such as a page view or a tap-to-contact stay apart and should keep that label in the sheet.
  • Open conversion settings first and jot down which steps are main, how repeats are counted, and which attribution logic applies, because any change reshapes history.
  • Ads files hold platform-recorded events only; confirmed pipeline stays in your own tracker.

Choose a file shape you can check

For a one-off human review, grab XLSX or send the table to Sheets for shared reading. For code or a store, grab CSV and open it through Data > From Text/CSV with UTF-8, confirm the separator, switch cost and clicks from text to numbers, and inspect one date row before trusting day-month order.

Interface cost sits in account currency. Cost pulled through the API arrives in micros, so apply the divide-by-one-million step once in a logged place and never add raw totals across currencies. When a downstream tool asks for JSON, use the API REST path or a warehouse export; a home-made CSV-to-JSON script is part of reporting and needs an owner and a small hand-checked test. For the field workflow behind this checklist, see Guangsuan's guide to exporting Google Ads data.

Reconcile one narrow slice

Take a single main action, one campaign group, and one closed month. Use the same period, zone, and counting method on both extracts. Keep ad-sourced rows apart from organic and referral rows. Review repeat uploads and counting behaviour before calling a remainder unexplained.

As a hypothetical teaching illustration with invented figures, not a client outcome: a sheet logs 44 ad-tracked contacts in a month. Sales accepts 14 as qualified under a written definition, 10 dated inside that month and 4 dated in the next month, with 2 reaching order. Each figure covers a separate stage, so none cancels another.

Handle it yourself or ask for managed help

Self-serve fits a settled question where one person can keep period, zone, names, and counting notes steady, such as a monthly spend-by-campaign check or a search-term pass when settings have not shifted.

Bring managed help when names mix intents, tracking logs the wrong step, or queries and landing pages point apart. Guangsuan Google Ads management service covers structure, search terms, landing pages, conversion checks, and reporting, with scope and fees set in a contract and no fixed enquiry promise. Bring your action list with main flags plus one annotated extract that shows date rule and zone.

FAQ

Which date rule for month end?
Pick the rule that answers the question and keep it unchanged on both extracts, with window and zone written on the file.

Does a readable file mean a joinable file?
No. Clean layout says nothing about row grain, units, date rule, or which steps were summed.

Can a missing term mean hidden quiet rows?
Yes. Very quiet rows can drop from a filtered view, so confirm filters and grain before saying the term never appeared.

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