Uploading Historical Data

Not seeing an integration for the marketing platform you’re currently using? If not, that’s when you’ll want to export the data from your current CRM or payment processor in CSV format and upload the file into your SegMetrics account. 

Uploading Historical Contacts

Upload contacts to your SegMetrics account through CSV file via the Custom CRM integration. Still need to connect to the Custom CRM integration? Head over to the integrations page in your account and connect the Custom CRM. Once connected, move on to the steps below.

To upload your historical Contact Data:

  1. Click the Gear icon in the top right of your account
  2. Click Integrations
  3. From the Custom CRM, click Settings
  4. Select Upload Historical Data
  5. From the “Data Type” drop down, select Contact Data
  6. From the “Data File” selector, click Browse
  7. From your computer, select the CSV containing your contacts
  8. Click Map Field Data
  9. Map the fields
  10. Click Upload Data

Available Fields for Contact Mapping

The following fields are available to map data when uploading contacts to your SegMetrics account: 

  • Contact ID
  • Email Address (Required)
  • Date Created (Required ) date must be in UTC format
  • First Name
  • Last Name
  • Tags (As CSV)
  • Custom Field

Here’s an example of a CSV with those required fields:

Upload Historical Orders

Upload your historical order data to your SegMetrics through CSV file via the Custom Payments integration. Still need to connect to the Custom Payments integration? Head over to the integrations page in your account and connect the Custom Payments. Once connected, move on to the steps below.

To upload your historical Order Data:

  1. Click the Gear icon in the top right of your account
  2. Click Integrations
  3. From the Custom Payments, click Settings
  4. Select Upload Historical Data
  5. From the “Data Type” drop down, select Order Data
  6. From the “Data File” selector, click Browse
  7. From your computer, select the CSV containing your order data
  8. Click Map Field Data
  9. Map the fields
  10. Click Upload Data

Available Fields for Order Mapping

The following fields are available to map data when uploading historical orders to your SegMetrics account: 

  • Contact ID
  • Email Address
  • Line Item Amount (Required)
  • Date Created (Required ) date must be in UTC format
  • Line Item ID
  • Shipping Amount
  • Taxes Amount
  • Discount Amount
  • Quantity
  • Product Name (Required)
  • Product ID
  • Order ID (Required)
  • Invoice Total
  • Is Refunded (if is a refund, should be marked as “TRUE”)
  • Is Paid
  • Custom Field

Here’s an example of a CSV with those required fields:

Still need help? Contact Us Contact Us