How To Import A Template From An Existing FB Ad in UpHex

Updated 3 min read

If you have an ad in your Facebook ads manager that you wish you could pull into your UpHex account, guess what!? You can! UpHex allows you to import your already built ads from your Facebook account into your UpHex library. It will copy the campaign exactly as you have it setup in FB.

How to Import an Existing Facebook Ad into UpHex 
If you’ve already created an ad directly in Facebook—but it doesn’t yet exist in UpHex—you can import it so you can manage it UpHex moving forward. 
Step-by-Step Instructions 
  1. Go to your dashboard
    •  Log into UpHex and navigate to your main dashboard. 
  2. Select the client account
    •  Click on the client account where the ad currently exists in Facebook. 
  3. Open the “More” menu
    •  At the top of the screen, click on the “More” tab. 
    •  From the dropdown, select “Import Campaigns.”
  4. Choose the platform
    •  You’ll be prompted to select a campaign type: 
      •  Facebook 
      •  Google 
    •  Select Facebook. 
  5. Find your campaign
    •  You’ll now see a list of campaigns that are currently running or have previously run in that Facebook account. 
  6. Select an action
    •  Next to the campaign you want to import, click the “Actions” button. 
    •  You’ll see two options: 
      • Manage in UpHex
      • Turn into a Template

 
Understanding Your Options
 
1. Manage in UpHex
 
Choose this if you want to actively manage the campaign inside UpHex.
 
This allows you to:
 
  •  Turn ads on or off 
  •  Adjust budgets 
  •  Edit campaign settings 
  •  Fully manage the campaign from within UpHex 

2. Turn into a Template
 
Choose this if you want to save the campaign as a reusable template.
 
This is useful if you:
 
  •  Want to reuse the campaign for other clients 
  •  Want to store it in your template library for future use 

 
How to Do Both (Recommended)
 
If you want to manage the campaign AND save it as a template, follow this process:
 
  1.  First, click “Manage in UpHex”
    → This imports the campaign into the client’s dashboard. 
  2.  Then: 
    •  Go back to the client’s dashboard 
    •  Click on the newly imported campaign 
    •  A slide-out panel will appear 
  3.  Inside that panel: 
    •  Click the option to “Turn into Template”

This way, you can:
 
  •  Manage the campaign inside UpHex 
  •  Save it as a reusable template for future use




Prerequisites for Importing Campaigns into UpHex 
Before you can import a campaign or turn it into a template, there are a few important requirements to check: 
1. Client Must Be Properly Integrated 
  •  Your client must be fully connected inside UpHex. 
  •  This includes integrating their: 
    •  Facebook account 
    •  Google account (if applicable) 

If you’re not seeing any campaigns available to import, it’s likely that the client’s account is not connected correctly.
 
2. Select the Correct Ad Account
 
  •  When connecting Facebook or Google, make sure you select the correct ad account. 
  •  The ad account you choose must be the one where the campaigns are actually running. 

If the wrong ad account is selected, the campaigns you’re looking for will not appear.
 
 
Fixing Metrics for a Recently Imported Campaign Showing as Zero
 
After importing a campaign, you may notice that all metrics (e.g., spend, results, impressions) show as zero.
 
This is normal and easy to fix.
 
How to Sync Metrics:
 
  1.  Go to your Dashboard
  2.  Click on the client’s account
  3.  Inside the client’s dashboard, locate the “Sync Metrics” button 
  4.  Click “Sync Metrics”
  5.  Wait about 30 seconds

After syncing, the campaign metrics should update and display correctly.