📍 Bolt Help / Dashboard / Orders / Import Past Order Data Import Past Order Data Learn how to import past order data to tailor Bolt's fraud algorithm to your store. Page Contents Click to expand. INFO These settings are only available via the Legacy Bolt Merchant Dashboard. All Bolt features and settings will be included in the new Merchant Dashboard at a later date. As a merchant, you can import any existing order and chargeback data you have collected directly into Bolt. Doing this adds an extra layer of intelligence to our risk models and allows us to understand your typical shopper’s behavior. How to Import Past Order Data Step 1: Export Chargeback Data Chargeback data is typically only available through your payment processor. Use the following links to learn how to export this information as a CSV file: Authorize.net Braintree Chase Merchant Services (Chase Paymentech) Stripe Step 2: Export Order Data Order data is rich with information unique to your store that is not captured by your payment processor. Use the following links to learn how to export order data from your chosen platform as a CSV file: BigCommerce WooCommerce Magento 1 Magento 2 Step 3: Merge & Format Data After you have extracted both your chargeback data and your cart platform’s order data, you can upload the two datasets separately or merge both datasets into one CSV. Merging the datasets Merge the two datasets using your unique reference in the CSV. For example, you can use a vlookup or index match formula to link a chargeback with your general transactions export with your unique reference, indicating which transactions have a chargeback in the has_chargeback column, 0 being false, and 1 being true. You can also use the chargeback_reason column and specify which transactions had a chargeback reason – as long as one column with chargeback information is included in the csv file, the upload will be successful. NOTE If uploading chargeback data and order data separately, ensure that both datasets include the common unique order_id so that we may merge them on your behalf. Formatting the CSV Use the following table to format your merged dataset as a CSV file that is compatible with Bolt. The six columns that are required are as follows and must be named as they appear (including underscores): reference email amount/amount_float currency purchase_date has_chargeback OR chargeback_reason If you are unable to convert your order history into a CSV format, contact your Customer Success Manager. CSV Columns Column Header Content Data Type Requirement reference Order ID text Required email User email text Required amount_float (if in dollars) amount (if in cents) Order Amount number Required currency Order Currency currency type, e.g. USD Required purchase_date Date of Purchase timestamp Required has_chargeback Chargeback Status boolean (0 or 1) Required, unless Chargeback Reason Code is included chargeback_reason Chargeback Reason Code text Optional user_first_name User First Name text Optional user_last_name User Last Name text Optional type_of_user Type of User text Optional time_of_purchase Time of Purchase timestamp Optional description_of_goods Description of Goods text Optional ip_address IP Address text Optional phone_number Phone Number number Optional shipping_address Shipping Address text Optional refund_status Refund Status boolean (0 or 1) Optional order_source Order Source text Optional payment_type Payment Type text Optional CSV Template Use this template CSV file to collect your data. The columns in green are mandatory columns; those in yellow are optional. Step 4: Upload Past Order Data Log in to your Bolt Merchant Dashboard. Navigate to Settings > Checkout. Scroll to the Past Order Data section. Select Choose File. Find and select your formatted CSV. Select Upload. Refresh your browser. You can upload more than one dataset if desired.