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What is "Data Migration"

Albato has Data Migration feature that allows you to send data for a certain period. This feature may help, for example, to compare last month advertising efficiency with this month last year. Creating an automation, please notice that systems have different Ad leads storage time. This mode will also be useful at changing CRM system and transferring your system to another platform.

Connect the systems to Albato to use data migration. In this tutorial you will learn how to use Data Migration Mode with Facebook and Airtable connections.

How to create an automation with data migration mode

Step 1

Open «Automations» page, then click «New» button. Select Facebook as the system to send the data from, «Lead Ad» as an event, and specify your connection. Enter the page and the form in additional fields of setting. Click «Continue» button. Please note that this mode performs with API actions.

Step 2

Put a check near Data Migration mode, then specify the period. The data type depends on the API of a particular system. In this example we will send data for a certain period, but in other cases all account data sending is available.

When we send all account data, there is no need to set up the period. When we send data by period, we need to set up time and days:

Step 3

We have set up the data migration period, now we need to set up the system to receive Ad leads. We will use Airtable. Select «New record» as an action. Enter your connection.

In the additional fields specify the base and the table to receive leads and make a search.

Step 4

Now we need to set up the fields for sending. As an example, we select «Creation date and time» in the first field to track certain period. In the Name field, select the values from Facebook:

Step 5

Set up the duplicates search. For example, let’s select «Do not check for duplicates, always create a new record».

Now the automation scenario is ready, you can start it.

Here you can find a menu for switching between «real-time» and «data migration» modes. You can change the mode without creating a new automation.

Please note that the automations with data migration mode are marked with a special sign:

When the automation is started, the card looks different:

There is a progress bar to show the progress of data processing.

To make changes to the automation settings, click the «Reset progress» button. Then the progress of the automation will be reset, and the next start may lead to data re-sending.

Updated on: 21/06/2023

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