05-12-24 Coupler.io November Product Updates: Redesigned Setup Flow, New Data Aggregation Feature, and Fixes

We’re excited to share the latest updates for November, including a redesigned importer setup flow, new data aggregation features, and various integration improvements. Here’s a detailed breakdown of what’s new:

Redesigned Importer Setup Flow

We’ve introduced a new importer setup flow designed to make data importing and configuration more intuitive. This update focuses on simplifying the user experience while maintaining flexibility for advanced configurations.

Highlights:

• Source Selection: Begin with an "empty source" state, making it easier to explore available options before committing to a setup.
• Streamlined Transformation and Destination Setup: Enjoy a clear, step-by-step process with visible options and intuitive guidance.

These changes provide a smoother and more accessible experience for both new and advanced users.

Data Aggregation Transformation

The new Data Aggregation feature is now available at the Transformations step, empowering users with advanced data analysis capabilities. This release introduces various functions to summarize and manipulate data effectively:

• Functions include COUNT, MAX, MIN, AVERAGE, and SUM.
• Ideal for generating high-level overviews or detailed summaries directly within the platform.

This transformation is designed to save time and provide deeper insights during data preparation.

Coupler.io Dashboards Enhancements

• Advanced Filtering: Unified filtering components for dashboards and transformations.
• Enhanced Visualizations:
  • Funnel charts and bar charts with top X limits.
  • Color coding for tables and scorecards.
  • Support for images and icons in table cells.
• Organizational Features: Optional table titles and section headers for better data grouping.

If you missed the release of our native Coupler.io Dashboards, be sure to check out this video demo. 

New Dashboard Templates

We’ve added 11 new dashboard templates in Looker Studio and Google Sheets:

• [Looker Studio] Meta Ads creatives dashboard 
• [Looker Studio] Google Ads creatives dashboard
• [Looker Studio] Quality score analytics dashboard for Google Ads
• [Google Sheets] PPC monthly budget by campaign group 
• [Google Sheets] Google Search Ads performance tracker + editor
• [Google Sheets] LinkedIn Ads companies reach dashboard
• [Google Sheets] SEO dashboard 
• [Looker Studio] Multi-channel creatives performance dashboard
• [Google Sheets] Multi-channel creatives performance dashboard
• [Looker Studio] Branded organic search vs. paid campaign performance dashboard for Google
• [Looker Studio] Revenue dashboard for Xero

Integration Improvements & Fixes

Xero

• Added the "Statuses" field for the Invoices entity, enabling filtering by multiple statuses such as Draft, Submitted, Authorized, Paid, Voided, and Deleted. This ensures precise data retrieval and adheres to new Xero API requirements for optimized requests.
• Introduced Projects data entities, including Projects, Tasks by projects, Time by projects, and Users reports.
• Expanded Payroll coverage for Australia, New Zealand, and the UK, with a Benefits entity for enhanced reporting.

HubSpot

• Added the new "Leads" entity, leveraging recent API updates for better lead tracking.

Google Ads

• Introduced Custom GAQL reporting, offering more flexibility and customization in Google Ads reports.
• Streamlined UI by hiding the Conversion Window parameter, setting the refresh interval to 30 days by default.

LinkedIn Ads

• Enhanced usability by:
  • Removing unsupported dimensions such as "Conversation node (option index)."
  • Combining DAY, MONTH, and YEAR into an ISO date format for improved analysis.
  • Adding metric groups and updated hints for Ad analytics.
• Updated to the latest LinkedIn Ads API version (202410) for better performance and access to new features.
• Renamed and updated default metrics for consistency across advertising sources.
• Fixed sporadic "downloadUrl" errors in LinkedIn Company Pages reports for social reactions and comments counts.

GA4

• Fixed timezone discrepancies in datetime columns to ensure accurate reporting based on property settings.

Instagram Insights

• Added checks for error subcodes to handle API errors in user-specific languages, improving reliability for media posted before business account conversion.

Twitter Ads

• Added default transformations to streamline insights into Twitter Ads performance.

WooCommerce

• Improved error handling for non-JSON API responses caused by additional website security layers, allowing users to see accurate error messages.

Calendly

• Resolved issues with the "user_name" field in the Events Without Teams report, ensuring null values no longer appear.
• Fixed availability reports failing due to errors in DataFrame handling, ensuring accurate scheduling analytics.

Klaviyo

• Addressed metric ID discrepancies across accounts for consistent data handling in templates.

Salesforce

• Increased memory allocation to prevent "Too much data" errors.

We’re committed to delivering seamless, efficient experiences and continuously improving based on your feedback. If you have any questions or suggestions, feel free to contact us.

Stay tuned for more updates in the coming months!