Import Sales Data as a CSV via Upload

How to add your revenue to Ruler Analytics via a CSV upload

For the Closed Loop Revenue Attribution platform you can manually import your data into Ruler Analytics via a CSV Upload using the import tool in your Ruler Dashboard - https://app.ruleranalytics.com/#/imports

Import to Ruler Analytics

  • Step one - Enable your API Key in the Dashboard

  • Step two - Download the template we have provided to use to upload your Sales data. Download Here

  • Step three - Populate the CSV with your own sales data. (read the above guide on how to format your upload if you are having difficulties populating your CSV)

VariableDescription
emailThe email address of the closed sale/deal
phoneThe callers number of the closed sale/deal
dateDate of closing/won. The date your revenue was received
Please use the following format 2019-03-15T13:14:00
valueThe total revenue received for that deal/sale
labelYou can add any variable here for you own reference such as Order ID
uaYour Google Analytics UA that you want us to fire events to
eventNameThe name of the event you would like us to fire to Google Analytics, such as Offline Sale
transactionSet this as 1 if you wish to fire it as a transaction in your Google Analytics account, 0 if not
  • Step four - Submit the file to Ruler via the Import tab in your dashboard.

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NOTE

For clients who may require a more end to end attribution solution and want to send their Sales data to Ruler Analytics, Google Analytics, Google Ads, Facebook Ads and Bing Ads for example, importing sales data via email is recommended.


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