Importing purchase data in recipient lists

Generally all purchase data of your recipients is imported automatically if you are using interfaces with e.g. Shopify, Magento, Shopware or WooCommerce. 

You can also upload this type of data manually in a csv-file. You will find this option under import of recipient data. Such an upload must contain the following information to ensure the data can be transferred to CleverReach:

  1. Email address
  2. Process number (order number)
  3. Product title
  4. Quantity
  5. Price
  6. Date of purchase
  7. Product source

In the import section you will find a separate area you can access to import your purchase data. Under [Order information] you can link the database fields to the respective columns in your import file. Fields marked with * are mandatory. The names of the column headers within your import file are irrelevant since you will be linking the columns directly when importing.

The important thing is to use the function [Update and add] since otherwise existing data will not be updated. If the data has been imported correctly you will be able to view this information in the recipients’ profiles under [Purchase data]:

This information can be used e.g. within the segment functionality (under [Segments] within the group) to filter e.g. for customers who have purchased a specific product.

You will find an example of such an import file below this article. It is also possible to import multiple products per purchase. The only thing you need to do for this is clearly link this information to the email address and order number within your import file.