Data Synchronization
Manual Sync
- Available to Brand Admins per portfolio
- Triggered via the "Sync" button in the portfolio row
- System:
- Prevents duplicate syncs for the same portfolio
- Shows real-time status: Syncing → Success / Error
Use manual sync when:
- You've made significant changes in the ad platform
- You need latest numbers just before a review or report
Scheduled Daily Sync
For each portfolio, Brand Admins can:
- Enable daily automatic sync
- Configure:
- Time (24-hour format)
- Timezone
At the scheduled time, the system:
- Fetches campaign data from the ad platform (Meta / Google)
- Calculates core metrics (FTD, plus 7-day KPI view when applicable)
- Stores campaign-level data
- Aggregates metrics at the portfolio level
- Updates sync status and last synced timestamp
Error Handling
Typical behaviors:
- Platform/API issues: Sync may fail for that run; error state is visible in UI, and the system retries with backoff
- Token expired: The UI prompts you to reconnect the ad account
- Campaign deleted on platform: Campaign is skipped, removed from the portfolio view, and its ID is released from exclusivity
- Sync already in progress: Duplicate sync requests are ignored