Transferring data to Facebook Offline Conversions

This guide explains how to transfer data to Facebook Offline Conversions to store and further process information.

Concept

Facebook Offline Conversions is an Active Destination. After you set Facebook Offline Conversions as the Destination of a Datastream, data is transferred to Facebook Offline Conversions each time data is fetched for the Datastream. For more information, see Destination types.

You can assign multiple Destinations to a Datastream. For more information on possible limitations, see Assigning multiple Destinations to a Datastream.

Prerequisites

Before you complete the procedure in this guide, perform all of the following actions:

  • Create a Datastream whose data you want to transfer to Facebook Offline Conversions. For more information on creating a Datastream, see Introduction to collecting data.

  • Ensure the Facebook Ads account used to authorize the Facebook Offline Conversions Destination is one of the following user types:

    • A business manager admin.

    • The system admin user who created the offline event set.

    • An admin on the account connected to the offline event set.

Procedure

To transfer data from a Datastream to Facebook Offline Conversions, follow these steps:

  1. Add Facebook Offline Conversions as a Destination to the Workspace which contains the Datastream or to one of its parent Workspaces.

  2. Assign the Facebook Offline Conversions Destination to the Datastream.

  3. Configure the Schema Mapping of your Datastream to conform with Facebook Offline Conversions Destination standards.

  4. Enable data transfer to the Destination from the Datastream.

  5. Configure transfer settings.

Adding Facebook Offline Conversions as a Destination

To add Facebook Offline Conversions as a Destination to a Workspace, follow these steps:

  1. Click the Transfer element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Click + Add.

  2. Click Facebook Offline Conversions.

  1. Click Setup a new Authorization.

  2. Click Next.

  1. In the Configuration page, fill in the following fields:

    Name

    (Optional) Rename the Destination.

    Account

    Select the Facebook Ads account responsible for the offline event sets.

    Business

    Select the business associated with the selected Facebook Ads account.

  1. Click Create.

Assigning Facebook Offline Conversions as a Destination

To assign the Facebook Offline Conversions Destination to a Datastream, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the Destinations section, click + Add Destination.

  2. Click Assign Existing Destinations.

  1. Select the Facebook Offline Conversions checkbox in the list.

  2. Click Save.

  1. In the Destinations section, find the Facebook Offline Conversions Destination in the list, and click on the right.

  2. Click Destination Settings.

  1. In Action, choose one of the following:

    • To create a new offline event set in Facebook using the transferred data, select Create a new Offline Event Set and provide a name.

    • To update an existing offline event set in Facebook using the transferred data, select Update an existing Offline Event Set and select the offline event set to update in the Event Set field.

  2. In Customer Details, select at least one field to transfer to Facebook Offline Conversions.

  3. In Conversion Details, select the fields to transfer to Facebook Offline Conversions. Conversion Details must contain at least the following four field values:

    • Currency

    • Event Name

    • Event Time

    • Value

  4. (Optional) In Custom Details, specify the custom conversion fields to transfer to Facebook Offline Conversions. You can only select custom fields that exist in the Datastream.

  5. (Optional) In Namespace ID, enter the ID of another offline event set. This can be another data set or data partner ID. This offline event set must be accessible or owned by a business or a partner profile ID. If you provide a Namespace ID, update the Customer Details to only include Third-party user id.

  1. Click Save.

Configuring Schema Mapping for Facebook Offline Conversions Destination

All data that you transfer to Facebook Offline Conversions must conform with Facebook Offline Conversions standards.

When transferring data from the data source, Event Time (found in Conversion Field) must be in a UNIX timestamp format. For more information, see Adding, transforming and comparing dates.

To configure Schema Mapping for the Facebook Offline ConversionsDestination, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the top navigation panel, click Schema Mapping.

  1. For each cell of the Target column, write the value displayed in the Target column in the table below. Write the values into the Target column in lower case.

    The values of the Customer Field are the following:

    Name

    Target

    Email email
    Phone phone
    Gender gen
    Date of Birth, YYYY format doby
    Date of Birth, MM format dobm
    Date of Birth, DD format dobd
    Last Name ln
    First Name fn
    First Name Initial fi
    City ct
    State st
    Zip Code zip
    Country country
    Apple Advertising Identifier madid
    Third-party user ID extern_id
    Lead ID from Lead Ads lead_id

    The values of the Conversion Field are the following:

    Name

    Target

    Event Time event_time
    Event Name event_name
    Currency currency
    Value value
    Content Type content_type
    Contents contents
    Order ID order_id
    Item Number item_number
  2. Click Save Mapping.

Enabling data transfer to Facebook Offline Conversions Destination

To enable data transfer to the Facebook Offline Conversions Destination from the Datastream, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the list in the Destinations section, find the Facebook Offline Conversions Destination, and enable the toggle.

  2. In the All tasks tab, find the top element, and click Requeue for Import on the right.

Configuring transfer settings

To configure transfer settings, follow these steps:

  1. Click the Connect element and select the Workspace you work with in Connect, Enrich & Transfer.

  1. Select the chosen Datastream.

  1. In the Destinations section, find the Facebook Offline Conversions Destination in the list, and click on the right.

  2. Click Destination Settings.

  1. Make changes to the existing configuration.

  2. Click Save.