Founding team member at Motive (Formerly KeepTruckin) and passionate about all things Marketing, RevOps, and Go-To-Market. VP of Marketing @ Polymer Search.
Chapter 3: How to Upgrade to Google Analytics 4 (From UA)
Enjoy advanced analytics capabilities by upgrading to Google Analytics 4 (GA4) from Universal Analytics (UA).
GA4 offers a myriad of features that allow business owners to extract crucial website data. It has advanced machine-learning capabilities, cross-device tracking, enhanced event modeling, etc.
Get ready to supercharge your analytics game and uncover deeper, more actionable insights with Google Analytics 4.
Table of contents
Why Google upgraded Universal Analytics to Google Analytics 4
Steps to upgrade to Google Analytics 4 from UA
Step 1: Create your Google Analytics 4 property
Step 2: List your key items
Step 3: Start migrating items to G4
Step 4: Review your items
Step 5: Set a migration date
Step 6: Archive your Universal Analytics data
What to do after upgrading to Google Analytics 4 from UA
Use reliable Business Intelligence tools with GA4
People also ask
1. Are you required to upgrade to GA4 from UA?
2. Can you migrate historical data from a GA4 property to UA?
3. Can you use the same triggers for GA4 as you do for UA?
Start migrating to GA4 from UA
Why Google upgraded Universal Analytics to Google Analytics 4
Universal Analytics (UA) is a Google Analytics version released in 2012.
It included major updates to deploy Google Tag Manager and Global Site Tags to combine the tagging system and integrations for other Google products.
However, UA wasn’t designed to track and measure how people shop with mobile apps, on top of using the website or Google to buy products.
To unify the website and mobile app experience, Google updated UA to give more useful and accurate data for Google Analytics users.
Also, increasing demand for stricter control over website cookies and privacy required updating to comply with new policies.
From Apps+Web in 2019, which merged with Universal Analytics 3, Google now has Google Analytics 4.
New analytics properties don’t automatically inherit certain tracking items, such as events and goals, from other properties, including Universal Analytics properties.
It’s good practice to list the tracking items in Google Analytics you use to prepare for your upgrade from UA to GA4.
Common tracking items include:
Content Groupings
Goals (Conversions)
Events
Audiences
Referral Exclusions
Product Link Connections
Custom Dimensions/Metrics
After creating your list, assess what you need to keep or discard.
Also, determine potential gaps where you can create new tracking items, such as new goals and events.
Goals are created within each reporting view, but these are not used with GA4.
To preserve all your current goals in multiple reporting views for the same Universal Analytics property, list and recreate them in the GA4 property.
Remember to note non-event goals, such as destination-based goals, since you must adjust how to track them.
Setting up custom dimensions and metrics in UA is the same as GA4, where you must set up within the interface and the code.
Your current UA custom dimensions and metrics tags can migrate without a hitch to GA4, but you must still set them up in the Google Analytics 4 interface.
Create a custom dimension in GA4 by clicking Admin in the correct account and property and selecting Custom definitions under the Properties column.
Click Create custom dimensions in the Custom dimensions tab (or Create custom metrics in the Custom metrics tab to make metrics).
Doing so helps ensure your conversions, ecommerce, event tracking, and other items are tracking accordingly in the new properties.
Step 5: Set a migration date
Set a specific timeline or date to make your new GA4 properties a single source of truth for your organization’s data and reporting.
Consider waiting until you have a year-over-year data stream within your G4 properties before switching everything to GA4.
The tracking and metrics in GA4 are different in UA, so you’re not likely to get accurate UA data from one year and compare it to your GA4 data the following year.
Step 6: Archive your Universal Analytics data
Google will delete all historical UA data starting January 1, 2024, whether you run an ecommerce website or offer SaaS products.
It’s best to start archiving your UA data now to have a complete reference for future use.
Start by identifying the data you need regularly, such as the source or medium report.
Also, consider the intervals in accessing this Google Analytics data, such as monthly or 30 days. Archive your UA data to match your data usage habits.
Remember the following:
If you use the UA free version, you must have already archived your data between July 1 to December 31, 2022, since your data was deleted on January 1, 2023.
If you use UA 360, archive your data before June 30, 2023.
However, you can streamline and supercharge this by automatically building and syncing your GA4 reports and dashboards with Polymer’s codeless BI software.
Polymer lets you connect Google Analytics 4 and enable data collection to import data, such as user engagement, acquisition, demographics, and more, in seconds.
Image source: polymersearch.com.
The Polymer Google Analytics 4 integration allows you to build custom reports and dashboards tailored to your specific search and web analytics needs.
Connect your Google Analytics account, sort and filter your GA4 data, add essential insights, build visualization blocks and charts (including the specific data you want to visualize), format and customize accordingly, and set your sharing settings.
Image source: polymersearch.com.
Polymer makes creating comprehensive reports that encompass general website analytics and specific search-related metrics quick and easy.
Image source: polymersearch.com.
The BI software’s user-friendly interface and customization options have a short learning curve, allowing you to build your reports and dashboards efficiently.
It helps you present data that aligns with your organization's goals and objectives without a complicated setup or visualization building.
People also ask
Check out the frequently asked questions below about upgrading to GA4 from UA.
Not upgrading means missing out on the platform's enhanced data collection functionalities and not having the same level of integration with Google marketing tools and other advanced third-party software.
2. Can you migrate historical data from a GA4 property to UA?
There is no direct way to migrate historical data from a GA4 property to a UA property.
GA4 and UA use different tracking models and data structures, so transferring historical data between them isn’t straightforward.
However, you can still simultaneously set up tracking for both GA4 and UA on your site to collect data going forward.
This way, you can start gathering data in GA4 while continuing to use UA for your historical data analysis.
3. Can you use the same triggers for GA4 as you do for UA?
Yes, most Google Tag Manager triggers for UA should also work for GA4.
However, you must create a new GA4 tag, which needs slightly different settings (parameters).
GA4 uses an updated data model and measurement protocol compared to UA, so there can be differences in the implementation.
Start migrating to GA4 from UA
Upgrading to Google Analytics 4 from Universal Analytics is vital to unlocking the full potential of your data analytics.
The transition gives you access to a more advanced and future-proof analytics platform with enhanced tracking capabilities, cross-device and cross-platform insights, machine learning-powered features, and a more comprehensive understanding of user behavior.
While the upgrade process requires careful planning and consideration, its benefits to data accuracy, deeper insights, and improved decision-making make it a worthwhile investment.
Enhance your data visualization to supercharge your data reporting, dashboarding, and presentation with Polymer.