It's essential that order data is complete and timely. This data is used for historical analysis, building recommendation models, and triggering or stopping campaigns. The import of order data is typically broken into two parts - uploading historical data and syncing ongoing data.
- Order field reference: This will direct you to the Objects & Fields section of your account, where you can review your existing default and custom order fields.
- Create custom fields: An article outlining the creation and review of custom order fields.
Upload historical order data
Your historical order information can be imported via CSV. When you provide order data, Zaius will automatically create an event for the orders and associate them with the customer you include in the import file. If an order is associated with a customer that does not exist in your account, then a new customer profile will be created.
To upload a CSV file and add order data in bulk:
- In your Zaius account, click the Account Settings icon in the main navigation bar.
- In the sidebar, select Integrations under the Data Management section.
- At the top of the integrations page, click the Upload CSV button.
- Drag and drop a CSV file onto the Drag & Drop area or select the browse option to locate the file elsewhere. To ensure the information is imported correctly, please follow the file formatting guidelines outlined below.
Format your data correctly
The file's name should begin with zaius_orders and use the CSV UTF-8 format, with a header row of field names. An identifier field, such as order ID, is required to import the information.
Importing custom information
You will need to create custom fields if your import contains information that does not align with existing Zaius fields. Once a suitable field has been created, you can import the associated information by including the field name as a header in your import.
Sync ongoing order data
Instead, we recommend that the data be sent via the Zaius HTTP API. You can use the API in conjunction with webhooks to ensure all orders and revenue are accurate.