What files should be uploaded?

There are two required files plus three optional files, described below.

Transaction file (required): This is a record of who bought what, and when. It must include a transaction date, a transaction amount (which may be $0), one or more product identifiers (such as SKU or product category) and a customer identifier. There should be one record for each transaction.

Products file (required): This file associates a product name with an SKU or product category. Including this file facilitates using the targeting tool and makes the subsequent downloads more understandable. There should be as many records as there are current and discontinued products in the transaction data.

Customer file (optional): For some services (for example email or direct mail) it is necessary to upload a customer file with one record per customer. This file should include email or postal address as appropriate.

Promotions Transactions file (optional): Send one record for each promotion offered to each customer. If a customer is offered ten promotions, than there should be ten records for that customer. Each record should include a description of the promotion matching a record in the prom_desc file.

Promotions Descriptions file (optional): Use this file to describe promotions and coupons which may appear in the transaction record, with one record per promotion.

What is the file format for uploaded files?

We recommend tab delimited text files. There should be one record per line. The first record must contain the field names for each column. See the Data Requirements document for more details.