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:
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:
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
- 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 |
| 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.