Reporting: Upload your Transactional Data

SafeMatch 1.0:

Download a sample file as a template to reference here. 

What type of data does my client need to send me so that we can upload it to our systems?​

Mandatory columns needed for upload:

• Transaction Date
• Street Address
• Zip code

Not mandatory columns but would benefit us and the client:

• Product Services
• Customer Name
• City, State
• Phone Number(s)
• Email

For financial reporting:

• Sales Amounts

How do I upload the data into our system?

Data File Upload Instructions:

1. Upload customer data from the client's Instant Marketing Page by pressing the 'Upload Data' button.
2.  Make sure to map the data with the correct column in the file (this is especially important for the required fields).
3.  If adding in product or service information, make sure to tag the same column month over month.
4.  If needing financial reporting, make sure to include sales amounts in the file.

*Note that the "Transaction Date", "Address_1, and "Zip Code" are all mandatory fields for upload.

SafeMatch 2.0:

What is SafeMatch Beta 2.0?

• SafeMatch Beta allows you to upload your customer transaction data securely.
• Upload your data in CSV format to enable analysis, attribution, and measurement of business outcomes.

How Does It Work?

• After uploading, SafeMatch processes the data to resolve customer identities at the household level without using cookies.

How to Upload Your SafeMatch List

Step 1: List Preparation

If you have an existing transactional data file:

• Ensure it is saved in CSV format.
• Include required information: Street Address, Zip Code, and Transaction Date.

If you do not have an existing transactional data file:

• Click "Download file template" to save UploadTemplate_fullthrottle_ai.csv to your computer.
• Open the template, complete the columns with your transactional data, and save it.

Step 2: Select List Type

Transactional Value:

• If your list includes financial data (e.g., sales price, profit, total), click "Yes."
• If not, click "No."

Advanced Data Protection/Analysis:

• If you want data preparation services for future uploads, click "Yes."
• To continue with the guided instructions, click "No."

Step 3: List Upload

Uploading Your File:

• Drag and drop your file or click the "Upload File" button to select one or more CSV files.
• Ensure the file(s) include Street Address, Zip Code, and Transaction Date columns.
• After upload, the file name(s) will appear on the screen. To replace the file(s), click the ‘x’ button.

Transaction Type:

• Select the Business Outcome Goal for SafeMatch to match your data list.
• These goals will match Goal 1 and Goal 2 set up in settings.

Transaction Time Period:

• Choose the month and year for the reporting period of your transactions.

Name Your Transaction List:

• This is optional. Provide a name if desired.

Step 4: Data Mapping

• Map columns from your list, ensuring required Street Address, Zip Code, and Transaction Date are included.
• If you selected "Yes" for transactional value, map the Revenue column.
• To exclude a column, select “Do Not Upload.”
• Review and correct any errors, then click "Next."
• When Formatting Errors Are Present:
• Errors will display at the top of the screen.
• Correct errors in your original CSV file(s), then click "Re-upload File" to upload the corrected file. This will bring you back to upload the list again.

Step 5: PreMatch Review

• The PreMatch analysis flags any data warnings.
• It is highly recommended to correct any warnings for data completeness.
• To correct warnings, update your original file, re-save, and click "Start Over."
• To proceed without corrections, click "Upload Anyway."

Step 6: Confirmation

• SafeMatch has successfully uploaded your file(s).
• The matching process will begin, and you will receive an email confirmation.