Import order and product data
Import order data from file
You can import order data to ExpertSender CDP from other platforms. To make sure all data will upload properly, format them according to the following instructions or use this template: Orders
How to prepare a data file for import?
Prepare your import file as follows:
- The import file must be in one of the following formats: CSV, TXT, XLS, XLSX or ZIP.
- The max file size for the mentioned formats is 28 MB.
- Use UTF-8 as the preferred character encoding.
To format your order data properly, use the following guidelines:
| Data | Type | Format | Description |
| Order date | Required | MM/DD/RRRR gg:mm,e.g., 09/30/2022 10:09 | Date when the order was made. |
| Order ID | Required | A string of characters, may include digits, punctuation marks, cannot include spaces, e.g., 1, 23, 678, 3954 | Order identifying number. Have in mind: – if the order ID is already assigned to an exiting order in ECDP, or if it is duplicated within your data file, we will not import this record. – for orders with multiple items, list each item on a separate row. Once all items for the current order are listed, proceed to enter the details for the next order. |
| Order value | Required | Use comma or space for thousands separator, e.g., 5,290 or 5 290. | Total order value. |
| CRM ID | Required, if the CRM ID is set as the default matching mode in Settings > Customers. | A string of digits, no spaces: 1, 23, 678, 3954 | Customer CRM ID. |
| Customer email | Required, if the email is set as the default matching mode in Settings > Customers. | john.doe@gmail.com | Customer email address. |
| Customer phone | Required, if the phone number is set as the default matching mode in Settings > Customers. | Must include a prefix (country code). Leave out additional characters, such as +, (), 0 and 00. | Customer phone number with prefix. |
| Product ID | Required | A string of digits, no spaces: 123, 55, 9476 | Product custom identifying number. For orders with multiple items, list each item on a separate row. Once all items for the current order are listed, proceed to enter the details for the next order. |
| Product name | Required | A string of characters, can include digits and punctuation marks: Body Care Serum, Black t-shirt | Product name. |
| Product price | Required | Use comma or space for thousands separator, e.g., 5,290 or 5 290. | Product price at the time of order. |
| Product quantity | Required | A string of digits, no spaces: 3, 15 | Amount of product added to the order. |
| Website ID | Optional | https://my-store.com/ | Unique ID number assigned to a website in Settings > Web Tracking > Websites. Fill in this field, if you handle multiple websites from your account, but only import orders for one. |
| Status | Optional | Possible statuses: placed, paid, completed, canceled. | In ECDP, you can assign an order one of the following statuses: placed, paid, completed, or canceled. If you do not assign a status to an order, ECDP will assign the default status set in Settings > Orders > Order statuses. |
| Currency | Optional | An ISO currency code, e.g., : EUR, PLN, USD | Order currency. Order currency should match your account currency. Otherwise, we will convert order currency to match the account currency. |
| Product URL | Optional | https://my -store.com/men/t-shirts/black-no-logo-tshirt | URL address of a product page. |
| Product image URL | Optional | https://my -store.com/uploads/ t-shirts/black-no-logo-men-tshirt.jpg | URL address of the main image for a product. |
| Product category | Optional | Accessories, t-shirts, backpacks. | Product category available in your online store. |
| Product return quantity | Optional | A string of digits, no spaces: 2, 10 | Amount of returned products. |
How to import order data?#
Order import is a simple three-step process.
- Go to main menu and select Customers > Orders.
- Click the Import orders button.
- Click Select file and choose the file location on your computer. Then click Open to upload the file.
- Select the import type based on how you want to handle data for new and existing orders.
- Add new orders and replace existing ones.
- Add new orders without updating the existing ones.
- Click Advanced settings to:
- Select the separator used in your file – usually, it is a comma for CSV, and a tab for TXT.
- Specify if your file has headers. Toggle on this option if you file includes column names.
- Choose character encoding applied in your file.
- A sample of your imported data will be displayed below. If the result is not as expected, you may need to map the columns.
- If the data is displayed correctly, click Save to start the import process. The duration depends on the file’s size.
Once the import is complete, you will receive a notification in the main menu’s Notifications section.
What is column mapping?
Column mapping ensures that data from your file is displayed correctly after import. Since the order of columns may differ, you must assign the columns from your file to those in the ExpertSender CDP platform.
During the mapping process, each column’s data will be presented in separate rows. This is why we refer to the columns as rows in the description below.
To map the columns:
- Click a dropdown list on the left side of each row.
- Select an attribute that corresponds with the data type in each row. For example, choose the E-mail attribute for email addresses or the Name attribute for customers’ names. Repeat this step for all the rows.
- The dropdown list includes both system attributes and custom attributes. We recommend adding custom attributes before starting data imports. Learn how to add custom attributes.
- Once you finish mapping, click Save.
Column mapping is optional but recommended. It ensures that information is properly displayed in the ExpertSender CDP platform’s grid tables.
Adding product data to ExpertSender CDP
Adding product information to the platform is different from a standard file import.
First, you need to configure the web tracking channel for your online store. Web tracking allows for collecting product information directly from your website, including price and availability changes.
In the platform, you can add a product feed:
- Automatically – the web tracking code automatically adds all products viewed online by the visitors.
- Manually – you format all products in a product feed file and upload it to the platform.
For more details on adding product data to the platform, refer to the article: Creating a product feed.