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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 our sample file: Orders

How to prepare a data file for import?

Prepare your import file as follows:

  1. The import file must be in one of the following formats: CSV, TXT, XLS, XLSX or ZIP.
  2. The max file size for the mentioned formats is 28 MB.
  3. Use UTF-8 as the preferred character encoding.

To format your order data properly, use the following guidelines:

Order dateRequireddd.MM.yy HH:mm, e.g., 30.09.2022 10:09Date when the order was made. 
Order IDRequiredA string of digits, no spaces: 1, 23, 678, 3954Order identifying number. If order ID already exists in the system or is duplicated within a file, we will not import it.
Order valueRequired## ##, e.g., 5 250 or 0,00, e.g., 5,99Total order value.
CRM IDRequiredA string of digits, no spaces: 1, 23, 678, 3954Customer CRM ID. Fill in this field if the CRM ID is set as default matching mode in Settings > Customers.
Customer emailRequiredjohn.doe@gmail.comCustomer email address. Fill in this field if email is set as default matching mode in Settings > Customers.
Customer phoneRequiredInclude country calling code preceded with 00, no spaces, e.g.,: 0016102347946Customer phone number with country calling code. Fill in this field if the phone number is set as default matching mode in Settings > Customers.
Product IDRequiredA string of digits, no spaces: 123, 55, 9476Product custom identifying number.
Product nameRequiredA string of characters, can include digits and punctuation marks: Body Care Serum, Black t-shirt  Product name.
Product priceRequired## ##, e.g., 5 250 or 0,00, e.g., 5,99Product price at the time of order. 
Product quantityRequiredA string of digits, no spaces: 3, 15Amount of product added to the order.
Website IDOptionalhttps://my 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.
CurrencyOptionalAn ISO currency code, e.g.,: EUR, PLN, USDOrder currency. Order currency should match your account currency. Otherwise, we will convert order currency to match the account currency. 
Product URLOptionalhttps://my address of a product page.
Product image URLOptionalhttps://my t-shirts/black-no-logo-men-tshirt.jpgURL address of the main image for a product.
Product categoryOptionalAccessories, t-shirts, backpacks.Product category available in your online store.
Product return quantityOptionalA string of digits, no spaces: 2, 10Amount of returned products.  

How to import order data?

Order import is a simple three-step process.

  1. Go to main menu and select Customers > Orders.
  2. Click the Import orders button.
  3. Click Select file and choose the file location on your computer. Then click Open to upload the file.
  4. 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.
  5. 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.
  6. A sample of your imported data will be displayed below. If the result is not as expected, you may need to map the columns.
  7. 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:

  1. Click a dropdown list on the left side of each row.
  2. 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.
  3. 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.
  4. 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.

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