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: Assign Sync Modes

For each table in the selected table group, assign a sync mode:

• 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

You can assign different sync modes to different tables within the same transfer. 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.