Creating Transfers

A transfer is the core of the Detrics Data Warehouse pipeline. It binds together:

• A data source (your platform connection and accounts)
• A table group (what data to fetch)
• A destination (where to put it)
• A schedule (when to sync)

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Creating a Transfer

1. Go to Data Warehouse → Transfers
2. Click New Transfer
3. Follow the steps below

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Step 1: Select Data Source

Choose the platform connection to use. This is the same OAuth connection you set up in Detrics for Google Sheets or Looker Studio, no need to reconnect.

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Step 2: Select Accounts

Choose which platform accounts to sync:

• All accounts: Syncs every account available under the connection. If new accounts are added to the connection later, they’re automatically included
• Selected accounts: Pick specific accounts from the list

For platforms with a single account per connection (Shopify, Stripe, WooCommerce, Klaviyo, TiendaNube, HubSpot, TikTok Organic), account selection is skipped, there’s only one account to sync.

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Step 3: Select Table Group

Choose an existing table group or create a new one. The table group must match the platform you selected in Step 1 (e.g., a Meta Ads table group for a Meta Ads connection).

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Step 4: Choose a Sync Strategy

First, choose a sync strategy that sets the initial sync mode for all tables in the transfer:

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Customize per-table sync modes

After selecting a strategy, you can override the sync mode for individual tables. The three sync modes are:

• Incremental: Best for daily time-series data (spend, impressions, clicks). Deduplicates by date using a refresh window
• Full Refresh: Best for snapshot/reference data (campaign settings, product catalogs). Replaces the table on each sync
• Full Append: Best for tracking changes over time (metric evolution, audit trails). Appends without removing

For tables assigned Incremental mode, you’ll also configure the refresh window (how many days to re-fetch on each sync). See Sync Modes for guidance on choosing the right mode.

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Step 5: Select Destination

Choose which BigQuery destination to write data to. The destination must have a Connected status (pass the connection test).

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Step 6: Configure Schedule

Set how often the transfer runs: See Scheduling & Refresh Windows for guidance on choosing a frequency.

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Step 7: Additional Settings

• Transfer name: A descriptive name (e.g., “Meta Ads - Daily Campaign Metrics”)
• Table name prefix: Optional prefix added to all BigQuery table names in this transfer (e.g., meta_ads_ makes tables like meta_ads_campaign_performance). If not set, a default prefix based on the platform is used

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Step 8: Create

Click Create Transfer. Detrics immediately starts the initial sync, which fetches historical data based on each table’s configured historical sync range.

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After Creation

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Initial Sync

The first sync fetches historical data. Depending on the number of tables, accounts, and historical range, this can take from a few minutes to over an hour for very large syncs. You can monitor progress in real time on the transfer detail page:

• Which table is currently syncing
• How many rows have been loaded
• Progress through chunks (for large syncs)

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Subsequent Syncs

After the initial sync, the transfer runs on schedule:

• Incremental tables fetch only the refresh window (e.g., last 3 days)
• Full Refresh tables re-fetch the full dataset
• Full Append tables append the full dataset

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Transfer Status

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Pausing and Resuming

• Pause: Stops scheduled syncs. Data in BigQuery is preserved as-is
• Resume: Restarts the schedule. The next sync runs at the next scheduled time (or immediately if the scheduled time has passed)

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Auto-Pause

If a transfer fails 3 consecutive times, it automatically pauses to prevent unnecessary API calls and error noise. You’ll receive an alert (if configured). Check the error details, fix the issue (e.g., re-authenticate the connection, fix BigQuery permissions), then resume.

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Organizing with Folders

You can organize transfers into folders:

• Create folders from the transfer list page
• Drag transfers between folders
• Nest folders for hierarchical organization

This is purely for organization in the Detrics UI, folders don’t affect how transfers run or where data lands in BigQuery.

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Sharing Transfers

Share a transfer with other workspace members:

• View only: Can see the transfer status and run history
• Edit: Can modify settings, trigger syncs, and pause/resume

Go to the transfer detail page and click Share to manage access.

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Alerts

Configure email alerts per transfer: Add one or more email addresses to receive alerts. This is useful for monitoring transfers you don’t check daily.