Import Sales Data via a CSV
How to add your revenue to Ruler Analytics via a CSV upload
Not all CRMs or data platforms have a direct integration or API so Ruler allows you to upload your Revenue data via a CSV file upload.
Import to Ruler Analytics
You will need to ensure your Csv file has all the required values needed to upload Revenue to Ruler. Its important that your csv is in the same format each time to allow successful and automated uploads.
Please see all fields to upload data. Please note Email, Phone, Raid, Cookie Value and Payload Values are your Identifier keys. You must provide at least one value for at least one of these Variables to attempt a match to the online visitor event.
Variable | Description | Required |
|---|---|---|
The email address of the closed sale/deal | N | |
phone | The callers number of the closed sale/deal | N |
RaId | The Ruler Cookie ID associated to the closed sale/deal | N |
Cookie Value | The GA captured Cookie ID associated to the closed Sale/Deal | N |
Payload Value | A unique identifier captured on your Form Submissions associated to the closed Sale/Deal | N |
date | Date of closing/won. The date your revenue was received | Y |
value | The total revenue received for that deal/sale | Y |
label | You can add any variable here for you own reference such as Order ID | Y |
currency code | The currency code for the sale value you are uploading, Supported currencies are GBP, EUR, USD, CAD, NZD, SGD, ZAR, AUD | Y |
Upload Options
There are multiple ways a CSV can be used to upload data into Ruler Analytics, please review options below and discuss with your onboarding manager the best method to use.
Scheduled imports work well when you can schedule a consistent report in a uniformed format to send on a schedule. Manual imports are good for ad hoc or backdated imports, where you may not be able to set up a schedule.
Manual Import via the App
CSVs can be manually imported directly in your app following the instructions here.
Scheduled Import via email attachment
Ruler can provide you with a unique Email address to send your CSVs to, allowing you to scheduled csv reports to be delivered and uploaded into Ruler Analytics. Please confirm with your onboarding manager your account upload email.
You can upload this data on your own desired schedule.
NOTEPlease ensure you confirm your upload format with Ruler Analytics prior to your initial upload attempt. It is important to note your csv upload must be in the same format each upload to ensure you do not break your pre set upload rules.
Should you wish to make changes to your upload format please contact Ruler prior who will be able to make any necessary updates.
Updated 7 days ago