Should I migrate?

We're shutting down our legacy File upload tool, but your "Other (File upload)" sources will remain intact. However, you will not be able to upload new data to them.

  • If you have "Other (File upload)" sources that you actively upload data to – migrating is a good idea.

  • If you have older, inactive "Other (File upload)" sources – you might want to leave them as they are.

What is the difference?

Every data source is identified by a set of built-in dimensions. With the migration, these values will change as follows:

Other (File upload)

File import

Data Source

[Data source name] – [data source id]

[Data source name] – [new data source id]

Data Source type

genericfile

selfservicefileimport

Data Source type name

Other (File upload)

File import

Data Source id

[unique string]

[new unique string]

Data origin identifier

genericfile:[unique identifier]

selfserviceimport:[new unique identifier]

We realise this may be a bit confusing. You can tell Other (File upload) and new File import sources apart by their icons:

How to migrate: step by step guide

There are two parts to the migration.

  • Moving the data from our legacy File upload tool to our new File import data source type

  • Adjusting rules, filters and exports

No migration or updating of your rules, filters and exports will happen automatically – but we are more than happy to help if you need assistance. If that's the case, just reach out!

1. Export your data

First, select your Other (File upload) source in Data explorer and pick the dimensions Date, Campaign, Currency, and the metrics Clicks, Cost, Impressions.

Set the date range to include the entire range of data you've uploaded, Run query and select export as CSV.

The exported file should contain all of the data from your Other (File upload) source.

2. Import your data

Follow the instructions in this article to import your data.

Use "Select a column containing currency" if currency can vary between rows and files, otherwise go for "Select a currency" and set the currency used.

3. Rules

In the legacy File upload tool, all fields were automatically mapped to Funnel's common dimensions and metrics. If you want to keep this behaviour, you'll need to edit the custom metrics Campaign, Cost, Clicks, Impressions.

To change the custom metric Clicks to include values from your newly imported source, go to Metrics in the left navigation bar, select Clicks, and click Edit.

Select the File import tab, Set the value of Clicks to Clicks (with icon in the image above) and finally, click Save.

Repeat this for Cost, Impressions and Campaign – and you're done.

4. Filters and exports

As the dimensions and metrics are logically different from the ones replaces, you will need to find references to the old metrics and replace them with corresponding new ones.

5. Delete the old source

As a last step – if you performed this migration yourself – don't forget to delete the old Other (File upload) source.

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