📍 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:

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
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