Shopify Order Data
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.
Transactional data can be programmatically shared with Poplar via the Poplar for Shopify app, by heading to the Order Data tab and clicking Enable:
This will supply a live feed of order data for in-platform reporting from the moment it is turned on. You can confirm the connection is successful if you head to your Poplar Audiences and click into Customers (Orders API), you should see a list of customer shipping and billing addresses start to populate as orders roll in. You can also confirm the connection by heading to the Transactional Data tab on the API page under Settings in your Poplar account.
If you enable Transactional Reporting after your initial in-home date, you'll have to backfill the order data by exporting from Shopify and manually uploading a CSV to the Transactional Data tab in your Poplar account.
Exporting Orders from Shopify
If you enable data sharing via Shopify after a campaign has reached homes, you'll need to back-fill the order data manually by exporting a CSV from Shopify and uploading it to Poplar to generate the correct metrics.
How to Export
When exporting order data, you'll want to follow the steps detailed in Shopify's documentation linked below:
It is important to filter your orders to include only the relevant data, otherwise you will likely run into issues when uploading your CSV to Poplar, or end up with incorrect metrics.
- Delivery Method: ship to customer
- Payment status: authorized, paid, partially paid
- Date: first campaign launch - present/date when transactional data sharing was turned on
Next you'll want to click Export in the top right, specify the date range if necessary, select Plain CSV file then Export orders:
How to Upload
Minor formatting adjustments will need to be made to your CSV before it can be successfully uploaded to Poplar. We recommend making these updates in Excel (if you're proficient), or copy and pasting the required columns into Google Sheets to make adjustments.
|Shopify Column||Poplar Required Field||Format|
|Name||order_id|| Integer (Not scientific notation)
|Created at||order_date|| ISO8601 Date
| Billing Name
|Optional to include with Shipping Address data|
| Shipping Name
|Optional to include with Billing Address data|
| 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
The platform will automatically dedupe records by Order ID. Shopify will export individual items in an order under the same Order ID, but the total for the order will only be present on one record, which is why you'll see a number of blank rows in the total column - this is expected and will not skew attribution results.
Once you've double checked your column headers and formatting, head to the Transactions page in Poplar and click Upload Transactional Data to upload your CSV. Map the headers accordingly:
If you experience a high number of invalid records after authorization, click Download File with Error Report for a CSV record of each row with an added column explaining why it was marked invalid. From there, you can make the necessary adjustments or reach out to email@example.com via our chat beacon for assistance.