Standard requirements for sending in CRM data in CSV format

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  
Name customer_name Required. The customer's full name. This can alternatively be provided in seperate 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 customer was created in your CRM
Updated at customer_updated_at Preferredl. 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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