CSV File Format and Structure

In order to provide you with analytics tools and reports, Everhort needs to receive your transaction data. We currently support automatic import from Shopify, uploading CSV files, and we have more data integration methods on the way. Let us know if there is a data import method that you would prefer.

CSV File Type

CSV files are plain text files, where each line includes values separated by commas. You can export CSV files from MicrosoftExcel, Google Docs, and many other programs. It is recommended to use a software program to generate your CSV file to make sure it is formatted correctly.

Make sure your file has a .csv extension, or you will not be able to select it for upload.

CSV Row Structure

Each row in your CSV file should represent either an entire transaction, or a line item within a transaction. If you only sell one product per order, you only need one row per order in your file. If your transactions can consist of multiple line items, you should pass one row per line item so that you can do product-level filtering in your reports.

Your file must include a header row on the first line. You will use the header row to tell Everhort how to identify the columns it will use.

CSV Column Structure

Your CSV file should include columns with following data. Note that some columns are required and some are optional. Columns may be in any order. Your file may have additional columns that Everhort does not need and will not use.

Required Columns

  • Date/time transaction was placed. A date or a full timestamp with date. We support multiple formats including YYYY-MM-DD HH:MM:SS (plus timezone), YYYY-MM-DD, DD/MM/YYYY, or MM/DD/YYYY. It is recommended to pass full timestamp data if you have it.
  • A unique user identifier. This can be any string that uniquely identifies a customer across all of your transactions.
  • Net revenue. The gross revenue of the purchase or line item, less any discounts. This value should not account for cost of goods sold or other expenses.

Recommended Columns

  • Contribution margin. An amount (not percentage) representing net revenue minus cost of goods sold and other variable costs incurred in delivering this purchase or line item. This value should not account for fixed costs and overhead. This field will be used in all LTV reports in Everhort. If you don't provide it (or it is not available), Everhort will default contribution margin to 100% of net revenue.
  • Name or SKU of product purchased. Any string that uniquely identifies the product sold to the customer. If provided, it will be available for filtering in reports, so it should be a value that you can easily recognize or recall when searching.
  • A unique line item identifier. Any string that uniquely identifies the purchase or line item. This will be used to de-duplicate rows when subsequent files are uploaded. New files containing rows with the same line item identifier will update and replace previous data. If you do not map this field, then you will need to make sure you don't upload files with overlapping/duplicate data.
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