Upload match-back order data to the app

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:

Screenshot 2025-03-12 at 4.03.34 PM.png

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.

Screenshot 2025-03-12 at 4.14.23 PM.png

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)
The following fields are required only if customer email is not provided, but are strongly recommended to improve the quality and accuracy of matches:
  • 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:
Screenshot 2025-03-12 at 4.21.01 PM.png
After uploading this file, it will be shown at the top of the “previous uploads” card:
Screenshot 2025-03-12 at 4.22.50 PM.png

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.