Transactional Data: CSV Upload
Measuring the impact of your direct mail campaigns can easily be done from inside the platform. We recommend waiting 30-90 days after your campaign's in-home date to see the full scope of success accurately reflected in the numbers.
A CSV record of your order data can be uploaded to the Transactions page of your account. Records can be uploaded more than once, without having duplicates - the platform will ignore duplicates and update any changes to existing orders by order_id.
The maximum file size is 20MB so if your uploading large amounts of order data, we recommend splitting the CSV and uploading separately.
Reports can take a few hours to generate or refresh upon upload. If you have new order data to submit, it is best to upload without deleting the existing data (unless the existing data is flawed).
Required Data
To run attribution reports the platform requires (at minimum) order_id, order_date, shipping address OR billing address and order_amount to calculate revenue related metrics. For campaigns that mailed using emails for Address Enrichment, we accept email OR hashed_email to match against as well.
| order_id | Required | A unique identifier for each order |
| order_date | Required | YYYY-MM-DD Must be an ISO8601 formatted date representing the date and/or time of purchase |
| order_amount | Required/Optional | Required to calculate Revenue and related metrics (CPO, ROAS, etc.), must represent the total order value in decimal form Optional for use cases that don't require revenue tracking (site sign-ups, app downloads, etc.) |
| customer_id | Optional | A unique identifier for the transacting customer in your e-commerce system |
| billing_name billing_address_1 billing_address_2 billing_city billing_state billing_postal_code |
Required/Optional | Required if Shipping Address data is not provided Optional to include with Shipping Address data |
| shipping_name shipping_address_1 shipping_address_2 shipping_city shipping_state shipping_postal_code |
Required/Optional | Required if Billing Address data is not provided Optional to include with Billing Address data |
| Optional | Can be used to match against campaigns that mailed using emails for Address Enrichment This data is not stored by Poplar, it is used to compute a hash and then discarded |
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| hashed_email | Optional | The SHA256 has of the customer's email address as a 64 character string Please convert the value of the email address to lowercase prior to hashing |
| metadata | Optional | Additional order details such as items purchased or New Buyer tags |
| currency_code | Optional | Three character ISO country-code - if not provided will default to USD |