Best Practices

Start with Insights for performance reporting

The Reports and Insights entity is where the real value is. Use it to pull metrics with breakdowns. The List of Campaigns/Ad Sets/Ads entities give you structure, but not performance numbers.

Join Insights with campaign/ad set lists

Insights returns IDs but limited metadata. Use Coupler.io's Join transformation to enrich your Insights data with campaign names, objectives, and ad set details from the List entities.

Use Append to combine multiple ad accounts

If you manage multiple Instagram ad accounts, add them as separate sources in one data flow and use the Append transformation to stack all accounts into a single report. Include account_name as a column to keep them distinguishable.

Data refresh and scheduling

Account for Meta's data delay

Conversion data from Meta's API can take 48–72 hours to finalize, especially with view-through attribution. If you're reporting on conversions, avoid treating yesterday's numbers as final.

Use "Totals only" for monthly budget reports

If you're building a spend summary for finance, set Split data by period to "Totals only" and set your date range to a full calendar month. This gives you one clean row per campaign rather than 30+ daily rows.

Performance optimization

Keep breakdowns focused

Each breakdown combination multiplies the number of rows returned. Avoid stacking three or more breakdowns unless you specifically need that granularity — it increases API response time and can trigger rate limits.

Use filters to narrow large accounts

If your ad account has hundreds of campaigns, use the Graph API filter syntax to scope your Insights report to specific campaigns or objectives. This keeps your report lean and reduces the chance of hitting API rate limits.

Common pitfalls

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Do

  • Set attribution windows deliberately — choose between account-level, ad set-level, or manual to match how you report conversions

  • Include account_name and campaign_name columns in every Insights report for easy filtering downstream

  • Test with a short date range and simple breakdown first, then expand once the data looks correct

Don't

  • Use the same attribution window in Coupler.io and Meta Ads Manager if you want numbers to match — verify they're aligned before sharing reports

  • Pull year-long date ranges with multiple breakdowns in a single run — break it into shorter periods to stay within API limits

  • Rely on yesterday's conversion data as final — give it 48–72 hours before drawing conclusions

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