Importing your data into Websand

Importing your data

API is our preferred method of collecting your data - simply put it makes things easier for everyone and keeps your head out of spreadsheets. 

We have a growing list of API's including Wordpress, Eventbrite and Visualsoft.  

However, you can't send email marketing or put your marketing automation processes in place if you haven't got any data, so you need to be able to import your data into Websand.

Before you put your API in place, you may want to add some test data, or you might simply want to use Websand using manual imports.  Both are perfectly fine.

 

Importing Rules

Data can be tricky, so we've got some rules you need to follow.  Stick to the rules and all will be well.  

  • To import you need to have your data in CSV format.  We recommend you use Google sheets and download the sheet as a CSV file. We've created two templates in Google Sheets to help get you started.
  • The CSV file will need to contains a MINIMUM amount of information.  Be that subscriber list or transactional information.  See the sections below for more details.
  • In addition to the MINIMUM information, you can add any additional data fields you like. Websand will add these fields and the content to your data, so...if you are adding extra fields we strongly recommend you create your own template to make sure your data capture is consistent.
  • Be aware that any data you upload with the same field information will overwrite previous information that has been uploaded.  

Subscriber / Audience data

The subscriber or audience data contains non transactional customer data – i.e. a list of people.  This is your traditional email list or sign up data.

When you are uploading your CSV we have three MANDATORY fields.  If these fields aren't included, we won't be able to upload the data. 

  • The date of signup  [field name = subscribed_at]
  • The email address  [field name = email]
  • The source code (where they signed up) [field name = source].  

You can add any additional data you like, and Websand will add these fields and the content to your data.   These fields will also be added to the 'Freestyle' segment so you can create segments on that data too. 

Creating a Subscriber Template

If you are planning to import data into Websand.  We find that Google Sheets is a great way to create a data template.  

We've created a subscriber template with the 'MANDATORY FIELDS' for you to copy and create your own template, click on the link below and get started.

CLICK TO ACCESS THE SUBSCRIBER IMPORT TEMPLATE IN GOOGLE SHEETS

Note that every column from D onwards are unique to your circumstances. If you are going to import, then copy this to your own Google sheet and make it a template. That way your data will be consistent.

Websand Subscriber Plugin for Wordpress

If you have a Wordpress website, we strongly recommend you use our  Wordpress Subscriber Widget

See  http://websand.helpscoutdocs.com/article/42-wordpress-api for more details.


Transactional data

Without the spend data we can't generate your customer lifetime value dashboard and your spend based segmentations will be empty.   That might be perfectly fine, but we think you'll want to get that spend data in place.

As the name suggests, the transactional data contains transactional customer data – i.e. a list transactions from people that have bought things from you.   This normally the output of a sales transaction. 

When you are uploading your Transactional CSV we have four MANDATORY fields.  If these fields aren't included, we won't be able to upload the data. 

Minimal request body is below.  This is the MINIMAL REQUEST.  

  • Transaction date - [submit_datetime] : the date that the transaction took place
  • Email - [customer.email] : the email address of the customer 
  • Item name - [item.name] : The item they have bought, if someone has bought multiple items, then please include these as separate line items.
  • Item price - [total.total] : The price they paid for that item.  This can be a ZERO item.  If so please enter 0.00 in the field.   If the transaction has multiple items, you don't need to include the total order value. Websand will work that out and use it to create the customer lifetime value for each customer.   
  • If you have an order number or a transaction id then please also include this in your data.

You can add any additional data you like, and Websand will add these fields and the content to your data.   

These fields will also be added to the ' Freestyle' segment so you can build customer segments based on that data instantly!

Creating a Transaction Template

If you are planning to import data into Websand.  We find that Google Sheets is a great way to create a data template

We've created a subscriber template with the 'MANDATORY FIELDS' for you to copy and create your own template, click on the link below and get started.

CLICK HERE TO ACCESS THE TRANSACTIONAL IMPORT TEMPLATE IN GOOGLE SHEETS

To help get you started, in addition to the mandatory fields we've included the following fields to the transactional template -

  • items.sku
  • qty_shipped
  • items.product_type
  • items.product_id
  • order_id
  • state
  • status
  • coupon_code
  • shipping_description
  • customer.id
  • customer.firstname
  • customer.lastname

Note that the template we've provided is a guide.  You need to include the MANDATORY data columns however, every column from E onwards are unique to your circumstances. If you are going to import, then copy this to your own Google sheet and make it a template. That way your data will be consistent.


Creating your CSV file from Google Sheets

Once you are ready with your data, create your CSV file 

Select File / Download as / Comma-separated values (.csv)  and you've got a CSV ready to import.

Importing your data into Websand

To import your CSV file into Websand, select the Import Data from the Menu

You'll then enter the Data Import Screen (see below).  This shows a history of all Data Imports into Websand.  

To upload your CSV file to Websand.  Press on the [+ New Data Payload Import] button in the top right corner of the screen.  You'll then see the following Pop Up.  'Upload Data'If your data is a Subscriber CSV then please select 'Audience'

If your data is a Transaction CSV then please select 'TransactionCsv'

Then select the CSV file you want to upload and select Upload Data. 

Map the key fields for your transaction or audience import to columns from the data you've uploaded.  (the screen below is for transaction)

The next step is to check you've mapped the 'critical' data to the right places

Hit the Start Import button and your import will begin.

The details of your import will appear once the import has been completed.

Refresh the screen and you'll get key details from the import. 

Any problems, please let us know. 


 

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