Transaction and Customer Import File
The goal of this section is to explain the purpose of the Transaction
and Customer Import file and its data elements, and to describe the
characteristics and requirements of each Transaction file data field so that
this data can be transferred from your Company to
In addition to providing transaction data, clients use this file to provide fundamental customer data.
General Description
The Transaction and Customer Import file (sometimes called the Transaction file for short) is used to provide data about a client’s transactions. Most clients provide this file daily. The Transaction file includes data about the client’s customers (shoppers), the item (product or SKU), and the store or location associated with the transaction, as well as the quantities, amounts, and payment tendered.
Transaction files provide the most important data imported into a
During the integration process and prior to launch, most clients also provide the previous two years of historical transaction data, which can be used as a baseline to create customer histories and profiles.
Ultimately,
Use this file to import customer Data
Clients also use the transaction file to provide customer data to
- TransactionID
- RetailStoreID
- ReceiptDateTime
The use of this file to add, change, and delete customer data is addressed in detail in the Customer Data section.
Initial Integration Notes
After a client has completed the Onboarding Questionnaire and when a
client is ready to start the initial data integration process, the
These tables and templates are particularly crucial when file
transformations are necessary. If you need copies of these templates or
information about them, contact your Account Management representative. During
the initial data integration process and any subsequent integration efforts
that involve the Transaction file,