Documentation

Extraction template is a feature that allows you to simplify the data extraction process by using the predefined set of metrics/dimensions and most common settings for such metrics/dimensions.

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Your custom extraction templates are available for extraction/auto extraction. Create them once and you won't have to customize the settings again and again.

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Global templates are available to all Improvado users. If you create a Custom template based on any Global template, it is available only to your team members.

• The main advantage of Custom type templates is that all their settings are saved. Then you can use these templates to create an unlimited number of extraction orders without any configuration changes.

• The disadvantage of Global type templates, compared to custom ones, is the following.

When using a global template for data extraction, you configure its settings only for the current extract. These settings will NOT be saved for future use. The next time you select any global template, its settings will have default values, and you will have to customize them again.

For example, the default settings of the Ads global template for Facebook connector are the following:

When you select the Ads global template for data extraction from Facebook, you will see exactly these settings.

How to manage your extraction templates

To enhance and simplify your experience, we've empowered you to create and update custom extraction templates directly within the Extraction flow, streamlining your workflow.

1. The Extraction template item was removed from the left menu.
2. The template Creation/Editing is now directly included in the Extraction flow.
3. ~The Delete/Rename functionality from the Extraction Templates page moved to the specific extraction template Details panel (available in the 2nd step of Extraction flow).
4. ~The Create a template button and Edit action from the 2nd step of Extraction flow moved to the toggle at the bottom of the 3rd step.

Step 2: Extraction template Renaming & Deletion

In Details panel, you can check the detailed settings of your template, including selected dimensions and metrics, as well as rename the template or delete it.

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You can rename or delete your template of a Custom type only.

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Step 3: Extraction template Creation & Updating

• For templates of a Global type, you have the option to create a new custom extraction template.
• For templates of a Custom type, you can update an existing extraction template.

You will be able to reuse your new/updated template later. You will find it in the list of extraction templates in the 2nd step.

How to create an extraction template

Enable the Create Extraction template toggle to save the settings you’ve just configured as a new template or keep it disabled to apply these settings only for the current data extraction setup.

Extraction template name

By default, the template name is formed based on the following rules:

• For an extraction template with a Prebuilt label and Global type: ```{Parent template} - Custom```.
• For an extraction template with a Custom label and Global type: you need to enter a name for your new extraction template.

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The result of extraction template creation is always an extraction template with a Prebuilt label and Custom type.

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Auto-extract new accounts using this Extraction template

Improvado will extract new accounts as they become available in the connected credentials if enabled. This template will replace any existing auto-extraction settings in the selected data table.

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The data table Auto-extract settings can be found on the Automation tab of your data table.

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How to update an extraction template

The Update Extraction template allows you to apply the settings you’ve just configured for the existing extraction template. Keep the toggle disabled to use the settings you’ve just configured only for the current data extraction setup.

Step 4: Check the result

The Result extraction orders list now displays a new extraction template name that you set for a new extraction template in the 3rd step, or the Parent template name if you skipped creating a new extraction template.