Funnel

Learn how to integrate your marketing platforms and apps to collect your marketing data.

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The IP addresses to allowlist so Funnel's connectors can import data from your platforms. Not for exports.

Connector IP addresses: Allowlisting Funnel for data imports

Connect a platform and import its reporting data into Funnel.

Connect your data

Learn how Funnel stores and reuses the secrets used to download data from a platform.

Credentials

Restore historical data that remains missing after you reconnect a data source.

Troubleshoot missing historical data after reconnecting

Compare equivalent social organic fields across platforms in Funnel.

Equivalent fields from Social organic connectors

Include data sources from other Workspaces so a rollup Workspace can use them.

How does Included Workspaces work?

Prepare data from organic social connectors for cross-channel reporting in Funnel.

Prepare organic social data in Funnel

Authenticate a platform for someone else when you receive a Funnel access link.

I received a link to give someone access to a platform using Funnel. How does it work?

This feature enables you to access a non-Funnel user's data source credentials easily and safely.

Requesting credentials from a non-Funnel user

Configure advertising data sources so Funnel imports creative assets and metadata for reporting.

Introduction to creative reporting

Report a data import mismatch to Funnel support with a data source link, a platform screenshot and a Data Explorer view.

How to report a data import mismatch

Compare Funnel import data with your native platform and check the common causes of a mismatch.

How to troubleshoot a data import mismatch

Understand why Funnel data can differ from advertising platforms for recent dates and historical corrections.

Advertising platform data mismatches

Resolve remote platform quota errors by reducing source granularity or requesting a higher quota.

Remote platform quota issues

Avoid custom report data source problems caused by report changes and oversized dimension combinations.

Custom reports in Connectors - Troubleshooting

Fix Invalid credentials by testing login details on the platform and reconnecting the data source.

Why does the data source say 'Invalid credentials'?

Understand why some data sources show a date range and others show Data has been imported.

Why does it say 'Data has been imported' on some data sources?

Reconfigure an existing data source and reload its data without deleting the connection.

How can I reconfigure my data sources?

Connect one platform account twice with different dimension breakdowns without double-counting metrics.

Connect the same source twice, with different dimensions

Disable or whitelist an ad blocker so Funnel can open the connection dialog.

Ad blockers and Funnel

Learn how platform delays affect recent data in Funnel.

Data freshness

Reconnect data sources to a remaining user's credentials before you remove someone from Funnel.

Reconnect sources after deleting a user

Pause imports on a data source so Funnel keeps historical data without downloading new rows.

Pause a data source and keep historical data

Search, filter, customize columns, and run bulk actions on the Data sources page.

Data sources page

Hide a data source from Funnel without stopping downloads.

Exclude a data source from Funnel

Learn how Funnel schedules the first import and ongoing downloads for a data source.

Data import frequency

Learn when Funnel slows downloads for data sources that return no recent rows.

Download frequency for empty accounts

Learn why Funnel downloads advertising data on a schedule and stores it before serving reports.

Data retrieval and storage

Learn how Funnel applies the latest campaign names to historical data.

Campaign names on historical data

Learn why workspace fields appear greyed out and how to import them.

Greyed-out fields in Funnel

Learn why a new connection can show USD until Funnel downloads its first data.

Currency on new connections

Understand date attribution for Social Organic report types in Funnel.

Social Organic reports

Understand date-keyed data in Funnel, including how overlapping file imports overwrite existing dates.

How Funnel treats dates

Migrate data sources, custom fields, dashboards, and data shares after a platform API version change.

API updates: Migrate your Funnel setup

Reconnect Meta data sources in Funnel with credentials from a managed Meta account.

Reconnect Meta data sources with a managed account

Save a data source configuration as a template and reuse it across a subscription.

What are Data Source Templates and how do I use them?

Data sources

Turn on Auto connects so Funnel adds data sources when ad accounts change in a manager account.

Auto-connect data sources with a manager account

Auto connects

Learn what a data request is, when to submit one and what Funnel can bring in for you.

Introduction to data requests

Submit a data request, include what Funnel needs to build or change your connector and follow your request until the data is ready.

Request new data in Funnel

Request a custom destination when you want to export your Funnel data to a destination you can't set up yourself.

Request a custom destination

Fix the data in a data source from a data request when it doesn't match the source.

Troubleshoot data mismatches in data sources from a data request

What purposes does dateless data serve; How can dateless data be used in Funnel; how to integrate dateless data with other datasets.

Dateless data in Funnel

Delete or overwrite a date range in a data source created from a data request.

Overwriting date ranges from a data request

Review Funnel's preferred design for advertising platform reporting APIs.

Design guidelines for ads reporting APIs

Data requests

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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