Historical Data Import When Connecting to SegMetrics

When you connect SegMetrics to your marketing tools and platforms, the system automatically imports your historical data to provide immediate insights. The amount of historical data imported varies depending on the type of integration you're connecting.

How SegMetrics Handles Historical Data

When SegMetrics integrates with any app or platform, it imports your existing historical data during the initial connection process. Once connected and actively syncing, SegMetrics stores this data in its own database, allowing it to accumulate information over time for comprehensive reporting and analysis.

CRM Integration Data Import

When connecting SegMetrics to CRM systems like Keap, Drip, or HubSpot, all historical data from your CRM account is synced. This includes contact records, email engagement history, tags, custom fields, and campaign data.

Payment System Data Import

Payment gateway and checkout system integrations like Stripe or PayPal provide complete transaction history. All historical transaction data from your payment account is synced, including purchase records, customer information, subscriptions, and refund history.

Advertising Platform Data Import

Ad platform integrations like Facebook Ads or Google Ads have more limited historical data import. Only the last month of ad spend, clicks, and impressions for currently active ads is imported.

Important: Lead attribution tracking begins immediately once ads are configured for tracking.

Data Sync and Updates

After the initial historical data import, SegMetrics continues to sync new data every 6-10 hours depending on your plan level. This ensures your reports reflect recent activity while maintaining system performance.

As SegMetrics continues to sync data over time, your historical reporting capabilities expand. The longer SegMetrics is connected to your systems, the more comprehensive your long-term trend analysis becomes.

Frequently Asked Questions

Q. How long does the initial data import take?

A. Initial data import typically completes within a few hours of connecting an integration, though larger datasets may take longer.

Q. Can I access data from before I connected SegMetrics?

A. Yes, for CRM and payment systems, all historical data is imported. For advertising platforms, only the last month of data for active campaigns is available initially.

Q. How often does SegMetrics update my data?

A. All data is imported and updated every 6-10 hours depending on your plan level.

Q. What happens if I disconnect and reconnect an integration?

A. SegMetrics will sync any data that wasn't previously imported and continue normal data updates. Previously imported data is preserved.

Q. Why do advertising platforms have limited historical data?

A. Advertising platforms have complex attribution requirements. SegMetrics focuses on forward-looking attribution tracking for accuracy.

Need help with a specific integration? Contact our support team for assistance.