Data warehousing is how AgencyAnalytics stores your clients' historical data so it can be pulled into reports and dashboards quickly and reliably. Every integration has its own rules for sharing data through its API, and those rules can cause discrepancies when you report across several integrations over time.

Warehousing solves this by fetching your data on a regular schedule and storing it on our side. Dashboards and reports load faster, and in many cases you get much more historical data than the integration's API alone would allow.

What this means for you:

Warehousing only begins after you connect a supported integration to a Client. If you haven't connected the integration yet, do that first. No data can be pulled or warehoused until you do.

Not every integration keeps the same amount of history. The table below shows each warehoused integration and how many days of historical data are warehoused. A value of 1 means AgencyAnalytics stores a current snapshot of that data and refreshes it every day, rather than keeping a day-by-day history.

As soon as you connect a supported integration to a Client, AgencyAnalytics starts pulling your data. Here's what happens, step by step.

Step 1: After you connect the integration, open its prebuilt integration dashboard or add widgets that use its data. During this first period, you'll see a message that the integration is initializing.

Step 2: Wait for initialization to finish. This usually takes 1 to 2 days while AgencyAnalytics pulls the most recent data from the integration.

Step 3: Once the integration is initialized and current data is available, AgencyAnalytics starts loading historical data, working backward in batches. This takes 4 to 14 days, depending on how much data is in the connected account and the API limits of each integration. We load it gradually so we don't hit the integration's rate or daily limits and interrupt your data.

Step 4: To see how much history has loaded, open the prebuilt integration dashboard and check the tracker in the upper-right corner.

When a number on your dashboard looks off, it helps to know whether AgencyAnalytics is still loading data, whether everything is synced and the number is simply correct, or whether something has actually gone wrong. The data freshness indicator tells you at a glance, so you don't have to guess or open a support ticket.

You'll find it as a clock icon in the tooltip at the top of your dashboard. Hover over it to see, in plain language, when your data was last fetched, how current it is, and what (if anything) you need to do next.

All warehoused data is encrypted at rest by default. For each integration, we load history back to the limit shown in the table above, then store each new day as it comes in so your data stays up to date. Data older than an integration's limit isn't available in your reports.

AgencyAnalytics only pulls data from external platforms. We never push data to them or change it, so your original data sources are never affected.

If an integration disconnects, AgencyAnalytics doesn't automatically delete its warehoused data. After a brief disconnection, the integration doesn't need to initialize and reload its full history. Just reauthorize the connection and your data will be available again.

Simpli.fi is an exception. AgencyAnalytics doesn't automatically delete Simpli.fi data, but Simpli.fi's API limits how many days of data can be pulled at a time. If Simpli.fi stays disconnected for a while, the warehoused data falls behind, and it takes time to catch up after you reconnect.

You can't delete warehoused data yourself. This prevents accidental deletions that would disrupt your client reporting. To have warehoused data deleted, contact our Support team and they'll start the process for you.

Data freshness indicators only apply to warehoused integrations, where AgencyAnalytics stores and syncs your data on a schedule. Integrations with a live API connection pull data in near real time, so there's nothing extra to show.

Check the tooltip first. It tells you what caused the issue and whether there's an action you can take. If you're not sure what to do next, contact our Support team and they'll help you sort it out.

It's an estimate shown in your browser's local time, not an exact schedule. We keep it approximate on purpose rather than promise a precise time.

Not currently. The tooltip is written in plain language, so you won't see error codes, IDs, or internal service names, just what happened and what it means for you.

No. AgencyAnalytics only pulls data from external platforms for reporting and visualization. It never sends or pushes data back, so the original data sources stay intact.

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄