CSV Upload

If you have external datasets that are not automatically pulled into Peel through an integration, you can import them into your account manually through our Add CSV feature.

Dataset Types Available for Import

In Peel, you are able to import the following dataset types:

Customer Tags
Ad Spend
Order Tags
Product Costs (COGS)

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Best Practices:

Even if you only upload "required" fields, the data will still pair so long as it's in the correct format

Please make sure to delete empty columns that don't have data in their cells - while not always a necessary measure, doing this will help ensure that your upload goes smoothly and that the data gets pulled into Peel correctly

When adding values to the "ID" column, please make sure that they are unique values - otherwise, this may cause issues when uploading the data to Peel

CSV Formatting

Ad Spend
Ad Spend is linked directly to "Source".

Column Name	Format	Examples
ID	Letters or Numbers	gid://shopify/__ , 234123123
Amount (Required)	Decimal Numbers (Ideally without Currency Character)	54.67, 1021.12
Currency	3 Letters	USD, CAD, GBP
Date (Required)	YYYY-MM-DD	2020-12-02
Source (Required)	Letters or Numbers	Google, Tiktok, Pinterest
Clicks Count	Numbers (No Decimals)	4, 15, 2032
Conversions Count	Numbers (No Decimals)	4, 15, 2032
Impressions Count	Numbers (No Decimals)	4, 15, 2032
Revenue Amount	Decimal Numbers (Ideally without Currency Character)	54.67, 1021.12
Checkout Start Count	Numbers (No Decimals)	4, 15, 2032
Add to Cart Count	Numbers (No Decimals)	4, 15, 2032
Engagements Count	Numbers (No Decimals)	4, 15, 2032
Purchases Count	Numbers (No Decimals)	4, 15, 2032
Landing Page Views	Numbers (No Decimals)	4, 15, 2032
Source	Letters or Numbers	Google, Tiktok, Pinterest

Order Tags
This may be linked by “Order ID” or “Order Name”. Whichever you prefer to link will be a required field.

Column Name	Format	Examples
Order Tags	Letters or Numbers	newsletter, party_time
Order ID	Letters and/or Numbers	gid://shopify/Order/12341234, 1234556789
Order Name	This is dependent on your choice of prefix/suffix on your settings page. Some companies may not have this at all and order names are “Null”.	Reference Order Name Format

Product Tags
This may be linked by “Product Name” or “Variant ID”. Whichever you prefer to link will be a required field.

Column Name	Format	Examples
Amount (Required)	Decimal Numbers (Without Currency Character)	4.67, 1021.12
Currency	3 Letters	3 Letters
Type of Identifiers	What type of Unique Identifier is this? Product ID? Variant ID? SKU?	Product ID, Variant ID, SKU
Unique Identifiers (Required)	Product ID or Variant ID Related to the Type of Identifiers such as Product or Variant	gid://shopify/ProductVariant/1234556, ABC12345
Product Name	Letters or Numbers	Test Product, Another Product 5
Variant ID	Letters or Numbers	gid://shopify/ProductVariant/1234556, Variant Test Name

Customer Tags
This may be linked by “Customer ID” or “Email Address”. Whichever you prefer to link will be a required field.

Column Name	Format	Examples
Customer Tags	Letters or Numbers	loyalty, influencer
Customer ID	Letters or Numbers	gid://shopify/__ , 1234567890123
Email Address	Letters or Numbers containing an @ sign and .___ (Standard Email Formatting)	[email protected], [email protected]

Product Costs
This may be linked by “Product ID” or “Variant ID”. Whichever you prefer to link will be a required field.

Note: Product and Variant ID's require either the full Shopify/Amazon ID to be mapped properly during the upload.

Column Name	Format	Examples
Product ID (Required)	Letters & Numbers	gid://shopify/Product/123455678910000
Variant ID (Required)	Letters & Numbers	gid://shopify/ProductVariant/123455678910000
Cost (Required)	Decimal Numbers (Without Currency Character)	4.67, 1021.12
Currency	3 Letters	3 Letters

Adding an external CSV

Navigate to Data > Connections and Datasets.
Click on Datasets.
Click Add CSV to create manual dataset.
In the field box, Dataset Name, enter in the unique identifier for this dataset.
In the radio button selection area, choose the Dataset Type from the list: Customer Tags, Ad Spend, Order Tags, or Product Costs.
If applicable, select the Linking Field from the drop down menu.
Click Save. You can now upload a spreadsheet file from here. Make sure the required fields are all matching!

Note: All columns with an asterisk * are required fields for your upload.

Once uploaded, you will see the "Processing data..." screen.

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How long will it take for my CSV to be available in my account?
Your CSV will be computed in the nightly data refresh/re-compute.
Having trouble uploading your CSV? Reach out to us [email protected].