Customers can provide CRM data in CSV format on a regular basis by sending the files nightly to their server. In either case, this document describes the requirements for the files.
1. File format
While there is no official standard for CSV file formats, we follow the format as described in the "Basic rules and examples" section from the Wikipedia article on CSV: http://en.wikipedia.org/wiki/Comma-separated_values
2. File data
Files can combine customers only, or sales only, or a combination of both (ie where each line contains the details for a customer and the item they purchased).
The columns that the system will recognise for creating customer data are:
| Data | Example column name | Description |
| Customer ID | customer_id | Required. This is an identifier from the CRM that can be used to match a sale up with a customer record. |
| Name | customer_name | Required. The customer's full name. This can alternatively be provided in separate columns, ie first_name, surname. |
| Telephone number(s) |
phone_1 phone_2 phone_x |
Required. We will store as many telephone numbers as are provided. The customer must have at least one phone number, otherwise they cannot be linked to calls.Telephone numbers must be in a consistent format, ideally in standard international format: +ccaannnnnnn where cc is the country code, aa the area code, and nnnnnnn the subscriber number. |
| Postcode | customer_postcode | Preferred. This is used to resolve duplicate customer names. |
| Created at | customer_created_at | Preferred. The date the sale was entered in your CRM. |
| Updated at | customer_updated_at | Preferred. The date the customer was last updated in your CRM |
The columns that the system will recognise for creating sale data are:
| Data | Example column name | Description |
| Customer ID | customer_id | Required. This is an identifier from the CRM that can be used to match a sale up with a customer record. |
| Sale ID | sale_id | Required. An identifier from the CRM. e.g. Invoice number |
| Date of sale | sale_date | Required. The date that the sale took place. |
| Amount | sale_amount | Highly Recommended. A monetary value for the sale. |
| Product identifier | product_code | Highly Recommended. An identifier for the item or service purchased |
| Product description | product_description | Highly Recommended. A description for the item or service purchased |
| Transaction type or sale stage | transaction_type | Highly Recommended. If you wish to track different types of transactions (eg sale, service), or different stages in the sale process (eg ordered, delivered, cancelled), you can specify those here. |
| Created at | sale_created_at | Preferred. The date the sale was entered in your CRM. |
| Updated at | sale_updated_at | Preferred. The date the sale was last updated in your CRM |
If providing a combined data set, you can combine both sets of columns into one file.
Keywords: CRM upload, CRM Data, CRM Template, CRM Data Format
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