Skip to main content

How to Import Your Data

RetentionX
  • Updated

Before RetentionX can do the number crunching for you, all data must first be imported. If your store is running on Shopify, Shopware, or BigCommerce, all you need to do is install the RetentionX app in the respective app store. If you're using any other store system, this is also not a problem, as you can easily import your data using a custom integration.

RetentionX offers you two options for importing your data. You can either perform One-Time CSV Uploads or set up a Scheduled Data Import. No matter which type of import you choose, you'll need to prepare the same data. So let's first find out what data you need! 

We strongly recommend that you use the attached import template as a blueprint for preparing your data as described in the following guide.

 

How to Prepare the Import

To take advantage of the full functionality of RetentionX, please prepare your import file with the complete set of data listed below:

Mandatory Fields

The following mandatory fields are the minimum data required to perform an import:

Field Name Field Type Description
     
Order ID VarChar Unique ID associated with an order
Order Date Date Date of the order placement (YYYY/MM/DD 00:00:00)
SKU VarChar Stock Keeping Unit; Unique ID associated with a variant
Items Sold Integer Items per order
Item Price Decimal Price at which the product is sold
Customer ID VarChar Unique ID associated with a customer

 

If a SKU is listed on multiple order lines because it was sold at different prices, such as buy 2 get 1 free promotions, it is important to also specify a unique order line ID. This ensures that all order lines are imported.

 

Applied Fields

The following fields should be included in the import file for all reports to be populated:

1. Customer Data

Field Name Field Type Description
     
Customer First Name String Customer's first name
Customer First Name String Customer's last name
Customer Email String Customer's email address
Customer Phone Number Integer Customer's phone number
Customer Gender String Customer's gender
Customer Birthday Date Customer's date of birth (YYYY/MM/DD)
Customer Tags String Internal identifiers to categorize customers; separated by |
Customer Accepts Marketing Boolean Informs whether the customer has consented to receive marketing material via email; 0 = false vs. 1 = true

 

2. Address Data

Import the following fields related to your customers' default address Customer Address, Shipping Address, and Billing Address:

Field Name Field Type Description
     
Address 1 String Customer's address information (line 1)
Address 1 String Customer's address information (line 2)
Company String Customer's company name
ZIP Code String Customer's ZIP code
City String Customer's city
Province String Customer's province/state
Province Code String Customer's province/state code
Country String Customer's country
Country Code String Customer's country code

 

For the shipping address, you can also specify the coordinates using latitude and longitude (see import template).


3. Product Data

Field Name Field Type Description
     
Variant Title String Name used to list the product
Product Title String Parent listing of the product variations
Product ID String Unique ID associated with a product
Product Brand String Product's brand
Product Image URL Publicly accessible URL showing the product image
Product Category String Product type used to organize products
COGS Decimal Cost of Goods Sold; initial production or acquisition costs of the variant

 

4. Order Data

Field Name Field Type Description
     
Discount Decimal Given discount per order
Coupon Code String Coupon code used in a certain order
Shipping Revenue Decimal Amount charged for order shipping
Value Added Tax (VAT) Decimal Sales tax that is paid by your customers
Taxes Included Boolean Indicates if sales tax is already included in the Item Price and Shipping Revenue; 0 = false vs. 1 = true 
Product Returns Integer Total return quantity per order
Product Return Date Date Date on which the return is recorded (YYYY/MM/DD 00:00:00);if multiples, separated by |
Order Tags String

Internal identifiers to categorize orders;
separated by |
Channel ID String ID of the sales channel on which the product was sold, e.g. 17893657
Channel Name String Name of the sales channel on which the product was sold, e.g. web, app, pos
Location ID Integer Unique identifier of the pos location at which the purchase was made

 


5. Marketing Data

Field Name Field Type Description
     
External Order ID VarChar Unique transaction ID set by Google Analytics
Marketing Source Journey String Marketing journey per order based on the UTM source tracking; separated by |
Marketing Campaign Journey String Marketing journey per order based on the UTM campaign tracking; separated by |
Marketing Content Journey String Marketing journey per order based on the UTM content tracking; separated by |
Marketing Medium Journey String Marketing journey per order based on the UTM medium tracking; separated by |
Marketing Term Journey String Marketing journey per order based on the UTM term tracking; separated by | 
Marketing First Click Date Date Date of the marketing journey's first click (YYYY/MM/DD 00:00:00)
Marketing Last Click Date Date Date of the marketing journey's last click (YYYY/MM/DD 00:00:00)

 

Having trouble with the import? Find out more on How to Troubleshoot Data Import Issues. If the problem persists, we are happy to help! Contact us at success@retentionx.com.

 

Not using RetentionX yet?

RetentionX Banner.png

Related articles

Comments

0 comments

Please sign in to leave a comment.