How to Upload Historical Data to SegMetrics

The Historical Data uploader provides an easy way for you to upload your historical contact, orders, and subscriptions data into SegMetrics. This guide will walk you through the complete process of uploading and mapping your data correctly.

Upload Your Historical Data

You can access the historical data uploader from the integrations page. You can upload your historical contacts data through your CRM or Email Tool integrations, and custom CRM, Payment, and Ad integrations.

Upload Process

1. Head over to the Integrations page (https://app.segmetrics.io/a/integration) in your SegMetrics account
2. Select the integration to upload your historical data:

• Contact data can be uploaded via your CRM or email marketing tool integration
• Order and Subscription data can be uploaded via your Custom Payments integration
• Ads Performance data can be uploaded via the Custom Ads integration

3. Click the Gear icon on the integration that supports the type of data you'd like to upload
4. Click Upload Historical Data
5. Select the type of data to upload
6. Select the data file to upload (.csv only)
7. Please Note: There is a 60,000 row limit. We recommend under 40,000 to prevent any slowdown/data delays in the upload
8. Map the data fields

Mapping Your Data File

Once you've selected your data file, map the required data fields for the data you'd like to upload. Below you'll find examples of available data fields as well as all required fields.

Please note: Not all fields are required, email is. The fields that aren't required can be removed.

With some data fields, it's possible to clarify to SegMetrics how to handle a specific data field, such as the "Is Paid" field in the Orders and Subscriptions imports:

In the examples above, we have a column in our file to indicate whether an order has been paid. We've marked paid orders as "Yes" and unpaid orders as "No." Using those two values from our file, we'll set the No value to "No" and the Yes value to "Yes." This tells SegMetrics to mark any order with the "Is Paid" value of Yes to paid, and any value of "No" to unpaid.

Mapping Contact Data

Required Fields

• Contact ID (Required if no email address is included)
• Email Address (Required if no contact ID is included)
• Date Created (Required) - date must be in UTC format

Optional Fields

• First Name
• Last Name
• Tags (As CSV)
• Custom Field

Example CSV File

Mapping Order Data

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

Example CSV File

Mapping Subscription Data

Required Fields

• Subscription ID (Required)
• Order ID (Required)
• Product ID (Required)
• Product Name (Required)
• Subscription Amount (Required)
• Billing Cycle (month, year, etc) (Required)
• Subscription Start Date (Required)
• Email (Required)
• Contact ID (Only required if email is blank)
• Billing Frequency (1, 2, 3, etc)
• Status
• Next Billing Date
• Last Billing Date
• Subscription End Date

Example CSV File

Mapping Ads Performance Data

Required Fields

• Date (Required)
• Ad Spend (Required)
• Ad ID (Required)
• Ad Name (Required)
• Ad Campaign ID (Required)
• Ad Campaign Name (Required)
• Ad Set ID (Required)
• Ad Set Name (Required)

Optional Fields

• Impressions
• Clicks
• Ad URL
• Ad Status

Example CSV File

Review Data For Upload

If you see any red cells when you get to the review data for upload screen, you can hover over the cell to see the error message.

You can also edit the red cell within the uploader to fix the issue the error message caught.

Common Error: Invoice Amount Mismatch

A frequent error message users see for order uploads is "The sum of line item amount must equal the invoice amount". If you see this, use the below guide to help:

• Line item total = (Price x qty) + tax + shipping - discount
• Invoice total = Price + tax + shipping - discount
• Invoice total will be the same in the entire column

In summary: For rows with the same "Invoice ID", the "Invoice Total" of each row must equal the sum of "Line Item Total" of every row, where "Line Item Total" is the result of the equation (("Price" * "Quantity") + "Shipping" + "Tax" - "Discount")

Frequently Asked Questions

Q. What happens if the data I uploaded causes duplicate data?

A. Uploading historical data isn't always easy. If there was an error or mistake causing any duplicate contacts, reach out to our support help@segmetrics.io. Attach the file you used and an example of a duplicate contact. We can go in and fix it right up for you!

Q. What happens if the data doesn't look correct?

A. Contact our fantastic support team at help@segmetrics.io and be specific about what data looks off and the steps you performed to upload the data. We will fix it on the backend.

Q. Can I delete what I uploaded?

A. As of right now users don't have the ability to delete any of the data they upload. If there was a contact or order uploaded by mistake simply submit a request to our support team along with the data you need deleted.

Q. What file format should I use?

A. Only CSV files are supported for historical data uploads. Make sure your file is properly formatted with clear column headers that match the field requirements.

Q. What's the maximum file size I can upload?

A. There is a 60,000 row limit for uploads. We recommend staying under 40,000 rows to prevent any slowdown or data delays during the upload process. If you have more data, consider splitting it into multiple files.