Setting Up Other Data Sources
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      3. Setting Up Other Data Sources

      Contact Upload With CSV

      There are many scenarios where you were not able to get tracking for a New contact or an Order and you know how a new contact or an order should be attributed.  There are unfortunately a number of reasons Wicked Reports may not have known how to attribute it. 

      One common scenario is that you might want to import a new contact from before you were a Wicked Reports user.

       For this reason, we offer the ability to manually upload your custom "contact" upload via CSV inside Wicked Reports.
       You will find the Clicks Upload Screen in the API & Uploaders section

      wicked reports manual contact upload with csv

      Required Fields

      • CONTACTID: Unique ContactID from the source Contact system (ActiveCampaign, MailChimp, etc.) 
      • CREATEDATE: Date & Time the Lead/Contact was created (Correct formatting example: "9/26/2016 20:15")
        • Correct Date Format: MM/DD/YYYY HH:MM  (in 24-hour format)
          • If 12-hour format, you must include AM/PM, and the correct date format would be:  MM/DD/YYYY HH:MM AM/PM
          • An example of a correctly formatted CREATEDATE field would be: "9/29/2016 20:15" if 24-hour, or "9/29/2016 8:15 PM" if 12-hour.
          • Using a date and time like this "4-10-17 0:00" will not work.
      • TIMEZONE: Timezone of Contact Date/Time (EST Timezone= "UTC-5", CST Timezone= "UTC-6", etc)
        • This is the timezone the date is represented in, not the timezone of the contact.  If your CRM system shows orders in EST, then you would use UTC-5
        • These values change based on Daylight Savings Time  
      • EMAIL: Email address of the Lead/Contact
        • CRM SYSTEM:  A reference field of the source system that the contact was added to.  This can be any value and does not affect how Wicked Reports processes Leads/Contacts

            Optional Fields

            • FIRST NAME: First name of the Lead/Contact
            • LAST NAME: Last name of the Lead/Contact
            • STATE:  State of Lead/Contact
            • COUNTRY:  Country of the Lead/Contact
            • PHONE: Phone of the Lead/Contact
            • Upload New Contacts:  You can drag and drop (or select) the .csv contacts file you want to upload
            • Upload Attempt History:  You can see all the upload attempts you've made (successful and failed)

            Make sure all required fields have some value. The CreateDate filed is usually a problem area for many as the date needs to be formatted exactly (Correct formatting example: "9/26/2016 20:15")

            wicked reports manual contact upload with csvwicked reports manual contact upload with csvwicked reports manual contact upload with csv

             

            • Each contact must have an ContactID
            • Each contact must have an Email Address
            • Each contact must have a valid Date/Time of the Contact Creation
            • Each contact must use a valid Timezone
            • Each contact must have s Contact Source

            Here is another example of an error. All fields are REQUIRED.

            wicked reports manual contact upload with csv