---
title: Upload match-back order data to the app
description: How to format and upload a CSV when requested for match-back results
---

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# 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](https://codaio.imgix.net/docs/vz0h_0VkOy/blobs/bl-PmIEnluNCO/f98f636e96c30e2c31f17d1ccd6a865065e377dfdb3a7907120ebdb3643a98eba0f39af2e6997ff3aabb1dadf3b44f6d454278503b2f0636708d1beae809c9ef0ef0fd767484f4e7a10d3ac2e80b1899e55e994e75fe58b2d415c6ba750841e0d3e93f65?auto=format%2Ccompress&fit=max)

### Step 2: Prepare your CSV file for upload

Similar to the process for [importing customer lists into the app](https://help.postpilot.com/knowledge/import-static-lists-of-customers-into-postpilot?hsLang=en), 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](https://codaio.imgix.net/docs/vz0h_0VkOy/blobs/bl-L5QcbiMFGU/067ba5b663d4aa361effcc0ff6d045b7f103188f9b34cec2b32363ab649931e336ef98b4c10dcc72f8a74beff0ad99cc45cc63478e1688d17255c3e66090ff81d198ee66e8a92fd30f0a0335ea409230ec26d869a6f18eddd78b77a168494eed00a02ec1?auto=format%2Ccompress&fit=max)

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](https://codahosted.io/docs/vz0h_0VkOy/blobs/bl-dyLSPOBxEO/e9da3039877c3f43df544b6249fe9a03e391f993d65e69775357015ffab393e99b8461ac474285dcbc76797112a19a9d3c88bf078a8b527b9eebf37d4ff3973755840306a37acf5b7b81de92301ed71df108f6c51db3750058b085c52ef7371195e102de)

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](https://codahosted.io/docs/vz0h_0VkOy/blobs/bl-G01qoQkRNc/15e972f7f9daff47a6b94cb184efed224d88aca6f3c56530e2b8b052012d57adb9847810085c76b8053f94d535b79828412d6c12834c9d27455f4dff29164a4e3108776a50429374d63885be90b62e561199b91673868b75a574822db75cfb27c1196fe2)

### 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.

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