CSV Upload

Upload external data into Peel!

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

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  1. Navigate to Data > Connections and Datasets.
  2. Click on Datasets.
  3. Click Add CSV to create manual dataset.
  4. In the field box, Dataset Name, enter in the unique identifier for this dataset.
  5. In the radio button selection area, choose the Dataset Type from the list: Customer Tags, Ad Spend, Order Tags, or Product Costs.
  6. If applicable, select the Linking Field from the drop down menu.
  7. 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.

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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].