The Copy Data Enrichment Configuration allows you to replicate your Channel and Company settings across multiple properties instantly. This eliminates the need for repetitive manual setup and ensures consistency across your entire portfolio.
Whether you are onboarding a new property or aligning configurations across a portfolio, this article will walk you through how to copy Data Enrichment configurations step by step.
⚡ Work faster and scale effortlessly - replicate your Data Enrichment setup across properties instantly instead of recreating it manually each time, and onboard new properties with pre-configured Data Enrichment in minutes.
Onboarding new properties -when adding a new property to your portfolio, copy your standardized Data Enrichment configuration from an existing property to ensure consistency from day one.
🎯 Maintain consistency - eliminate inconsistencies by using a single source of truth for your Channel and Company data.
Standardizing across portfolio - if you've refined your Data Enrichment setup on one property, replicate those improvements across all properties to maintain uniform data quality.
How to Copy Data Enrichment Configurations
Step 1: Access Data Enrichment Settings & Initiate the Copy
Navigate to Settings in your left-hand menu
Click on Data Enrichment
Select either the Channel or Company tab depending on which configuration you want to copy
Click on Actions -> Copy Configuration button
Step 2: Select Source and Target Properties
Copy from - select your source property (the property you want to copy from)
Copy to - choose one or more target properties where you want to apply the configuration. You can select multiple properties to update them all at once
Step 3: Define Configuration Elements to Copy
For Channels - select any combination of:
Display Name - the standardized display name for the channel
Channel Label - categorization tags for the channel
Costs - cost information associated with the channel
For Companies - Company Label is automatically included in the copy
Step 4: Choose Specific Profiles (Optional)
You have two options:
Copy all matching channels/companies - automatically apply to all profiles that exist in both source and target properties
Select specific profiles - choose only the channels or companies you want to update
Step 5: Preview and Confirm
Review the changes that will be applied to your target properties
Make any necessary amendments before finalizing
Click Save to apply the configuration
⚠️ Important Considerations
Matching profiles - the copy configuration works on channel/companies with identical names between the source and target properties.
Preview before saving - always review the preview to ensure the changes match your expectations before finalizing.