With the Microsoft Ads integration, you can send qualified leads from Octanist using Microsoft Click ID matching. This integration uses the Import from Clicks functionality — similar to Google Ads — to upload your offline conversions to Microsoft Ads.

Note: This is an advanced integration. Familiarity with Microsoft Ads conversion tracking and lead attribution is required.

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Prerequisites

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Table of Contents

  1. Setting Up in Octanist
  2. Creating a Conversion Goal in Microsoft Ads
  3. Scheduling Offline Conversion Uploads

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1. Setting Up in Octanist

  1. Go to octanist.com and navigate to General > Manage Conversion Names.
  2. Under Manage Conversion Names, add clear and concise conversion names. For example: Converted Lead - Octanist.

Use clear and consistent conversion names. These must exactly match the conversion names used in your Microsoft Ads account.


You may reuse conversion names already used in other integrations.

  1. Go to Integrations > Outgoing.
  2. Select Microsoft Ads.
  3. Name your integration clearly, such as: Company Name - Octanist - Microsoft Ads.
  4. Once saved, you’ll receive a unique URL — copy and save this, as you’ll need it when setting up the upload in Microsoft Ads.

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2. Creating a Conversion Goal in Microsoft Ads

Once your outgoing integration is created in Octanist, switch to your Microsoft Ads account.

  1. Navigate to Tools > Conversion Tracking, then select + Conversion Goal.
  2. Choose the following options:
    • Conversion Goal Type: Offline
    • Goal Category: Submit Lead Forms
    • Name: Use the exact same name as in Octanist (e.g., Converted Lead - Octanist)

The conversion goal name in Microsoft Ads must exactly match the one defined in Octanist.

  1. Under Revenue, set your Conversion Action Value (e.g., 1 EUR or your preferred value).
  2. Under Advanced Settings, set:
    • Include in Conversions? → No

We recommend not including the goal in conversions initially. Activate this once you’ve collected at least 30 converted leads for better optimization.

  1. Under Enhanced Conversions, select Disable (you can enable this later if desired).

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3. Scheduling Offline Conversion Uploads

After creating the conversion goal, you’re ready to schedule automatic uploads of converted leads.

  1. In your Microsoft Ads account, navigate to Tools > Conversion Tracking > Offline Conversions.

  1. Click Schedule to automate data uploads.
    • Paste the unique URL provided by Octanist.
    • Choose your upload frequency (we recommend daily or weekly).
    • Click Save and Preview to validate the setup.

Scheduling uploads ensures that Octanist leads are regularly synced with Microsoft Ads without manual intervention.

You’ve now completed the Microsoft Ads integration with Octanist! Your converted leads will be automatically uploaded using the Microsoft Click ID and matched as offline conversions.