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How to Import Platform Data

RetentionX
  • Updated
Included in: Core & Growth

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Connect your advertising and email marketing platforms to RetentionX to bring their reported performance data into your analysis.

RetentionX maps the customer journey across tracked marketing interactions and attributes your web purchases and revenue across the channels involved. Connecting your marketing platforms adds their reported performance alongside this attribution data, allowing you to review everything in one place without switching between individual platforms.

Differences between RetentionX attribution and platform-reported performance are expected — and valuable. Each platform evaluates conversions using its own attribution settings, attribution windows, identity signals, and conversion logic. RetentionX evaluates all channels consistently against the same customer journey and purchase data, helping you understand each channel's contribution within your wider marketing mix. Learn more about the different attribution models here.



Available Platform Data

Once connected, RetentionX imports data from Meta Ads, Google Ads, TikTok Ads, and Pinterest Ads, including:

  • Advertising spend

  • Platform-reported conversions and revenue

  • ROAS and cost metrics

  • Impressions, reach, clicks, and other delivery metrics

Performance data at the channel, campaign, ad set, ad, and keyword level, where supported by the platform.
Connecting Klaviyo additionally allows you to review email campaign and flow performance, including recipients, open rate, click rate, attributed revenue, and revenue per recipient.



How to Set Up the Data Import

Select a platform below and follow the setup steps. Connect all the platforms you use to bring their reported performance into one consistent view — without having to switch between individual ad managers and email platforms.

 

Meta Logo Meta Ads

Import Meta Ads Data

After connecting your Meta account to RetentionX, open the Marketing tab in the integration settings to configure which data should be imported.

Marketing Settings.png

1. Account Connection

Select the Meta Ads accounts you want RetentionX to import marketing data from. If you have access to multiple ad accounts, only the accounts selected here will be included in your RetentionX marketing data.

Account Connection.png

2. Purchase Event

For each selected ad account, choose the Meta event that represents a purchase. RetentionX uses this event to import the corresponding performance reported by Meta.

If no purchase event is selected, Meta's default purchase event will be used.

Purchase Event.png

Meta only: RetentionX-powered custom conversion events are also imported from Meta. This allows you to include the platform-reported performance of custom events sent to Meta by RetentionX in your analysis.

 

Import Google Ads Data

After connecting your Google Ads account to RetentionX, open the Marketing tab in the integration settings to configure which data should be imported.

Google Ads_Marketing Settings.png

1. Account Connection

Select the Google Ads accounts you want RetentionX to import marketing data from. If you have access to multiple ad accounts, only the accounts selected here will be included in your RetentionX marketing data.

Google Ads_Account Connection.png

2. Purchase Event

For each selected ad account, choose the Google Ads conversion event that represents a purchase. RetentionX uses this event to import the corresponding performance reported by Google.

If no purchase event is selected, the platform's default purchase event will be used.

Purchase Event.png

 

TikTok Logo TikTok Ads

Import TikTok Ads Data

After connecting your TikTok Ads account to RetentionX, open the Marketing tab in the integration settings to configure which data should be imported.

TikTok Ads_Marketing Settings.png

1. Account Connection

Select the TikTok Ads accounts you want RetentionX to import marketing data from. If you have access to multiple ad accounts, only the accounts selected here will be included in your RetentionX marketing data.

TikTok Ads_Account Connection.png

2. Purchase Event

For each selected ad account, choose the TikTok event that represents a purchase. RetentionX uses this event to import the corresponding performance reported by TikTok.

If no purchase event is selected, the platform's default purchase event will be used.

Purchase Event.png

 

Pinterest Logo Pinterest Ads

Import Pinterest Ads Data

After connecting your Pinterest Ads account to RetentionX, open the Marketing tab in the integration settings to configure which data should be imported.

Pinterest_Marketing Settings.png

1. Account Connection

Select the Pinterest Ads accounts you want RetentionX to import marketing data from. If you have access to multiple ad accounts, only the accounts selected here will be included in your RetentionX marketing data.

Pinterest Ads_Account Connection.png

2. Purchase Event

For each selected ad account, choose the Pinterest event that represents a purchase. RetentionX uses this event to import the corresponding performance reported by Pinterest.

If no purchase event is selected, the platform's default purchase event will be used.

Purchase Event.png

 

Klaviyo Logo Klaviyo

Import Klaviyo Data

Connect Klaviyo to RetentionX to import performance data for your email campaigns and flows. No additional configuration is required.

Once the data has been imported, use the Email Campaigns and Email Flows levels to review metrics such as recipients, open rate, click rate, revenue, and revenue per recipient.
Attribution Report_Email.png

 

And that's it! Once your integrations are connected and configured, RetentionX will import the available marketing performance data and make it available in the Attribution analysis. Advertising data is typically available the next day.

You can update selected ad accounts or purchase events at any time from the Marketing tab of the respective advertising integration settings. For Klaviyo, manage the connection from its integration settings.


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