How to format and upload a CSV when requested for match-back results
From time to time, the PostPilot account team may request you upload past order data into the platform for additional analysis.
Step 1: Navigate to Settings -> Matchback Uploads
Doing this is straightforward, and can be done from the Settings tab in the app.
You can access the upload section for match-backs by selecting the appropriate tab in the Settings page:
Step 2: Prepare your CSV file for upload
Similar to the process for importing customer lists into the app, we provide a sample CSV that you can use as a guide for formatting your data.
When preparing your upload, please keep in mind the following required guidelines for the required fields for the upload:
- order ID (required)
- date (required)
- total_price (required)
- customer_email (optional if address is included)
- discount_codes (optional; if needed, you can provide multiple codes as a comma-separated list)
- order_address_line_1
- order_address_line_2 (optional)
- order_address_city
- order_address_state
- order_address_postal_code
- order address country_code (optional, defaults to US if not provided)
Step 3: Upload your file
When uploading the file, you can utilize our upload interface to map any header row(s), and otherwise review the data before it is submitted:
After uploading this file, it will be shown at the top of the “previous uploads” card:
Step 4: Follow-up with your account manager
You're all set! Just let your account manager know you have submitted the data, and we will take it from there.