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How to Set Up Data Refresh Intervals

Ray avatar
Written by Ray
Updated over 2 weeks ago

Revlitix allows you to control how often data is pulled from your connected platforms. Setting a data refresh interval ensures your reports and dashboards always reflect the most recent insights.

You can set intervals for both Ad Platforms and CRM Platforms. Here's how:

Option 1: Set Data Refresh Intervals for Ad Platforms

This applies to platforms like Google Ads, LinkedIn Ads, Meta Ads, Twitter Ads, LinkedIn Company Page, and YouTube Social.

Step 1: Go to the Integrations Module

  • Log in to Revlitix and click on the Integrations module from the left menu.

Step 2: Choose a Connected Ad Integration

  • Under Connected Integrations, select the ad platform you want to configure.

Step 3: Open the Data Refresh Interval Setting

  • On the integration details page, locate the Data Refresh Interval field.

Step 4: Select Your Interval

  • Choose from the available options:

    1, 4, 8, 12, or 24 hours.

Once selected, Revlitix will refresh data from that platform based on the interval you’ve set.


Option 2: Set Data Refresh Intervals for CRM Platforms

This applies to integrations like Salesforce, HubSpot CRM, etc.

Step 1: Go to the Integrations Module

  • From the dashboard, click on the Integrations section.

Step 2: Choose a Connected CRM Integration

  • Select the CRM platform from your list of connected integrations.

Step 3: Open the Data Refresh Interval Setting

  • Find the Data Refresh Interval option within the configuration page.

Step 4: Select Your Interval

  • Pick a refresh rate:

    1, 4, 8, 12, or 24 hours.

That’s It!

You’ve successfully set your data refresh intervals. Revlitix will now update your data automatically at the frequency you’ve defined—helping you stay on top of every change without manual effort.

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