"Import Transactions" node

This node allows you to initiate an import of transactions to Synerise. The transactions are imported in the form of the transaction.charge events and they are saved in a profile’s history with the timestamps declared in the imported file.

The configuration view contains a list of required parameters that must be included in the imported file.
Optionally, you may use enable automatic calculation of revenue. The system recognizes the items purchased within a specific transaction based on the order ID and multiplies the quantity of purchased items by the price of a single item piece. The result of the calculation is saved in the following parameters of the transaction.charge event: revenue.amount and revenue.value.

Requirements

• The file must include the following columns (case-sensitive):

  • each transaction must have at least one of the following customer identifier columns: client.email, client.id client.customid, client.uuid
  • orderId
  • paymentInfo.method
  • products.finalUnitPrice.amount
  • products.finalUnitPrice.currency
  • products.name
  • products.quantity
  • products.sku
  • revenue.amount
  • revenue.currency
  • value.amount
  • value.currency
  • recordedAt (the date of transaction, it must be given in the ISO 8601 format, for more information about the date format for the parameter, see this link)

• This node must be preceded by one of the following nodes:

  • Local File
  • SFTP
  • HTTP

Node configuration

No configuration is required. However, optionally you can enable automatic calculation of the revenue:

1. Enable the Calculate revenue option.
2. In the Product unit price field, enter the name of the column (in the case of importing transactions from CSV file), or the name of the parameter that contains the price of a single piece of an item.
3. Confirm by clicking Apply.

Example of use

You can launch a single import of transactional data to Synerise for a particular customer. The file used in this example contains transactions for one customer.

orderId,paymentInfo.method,products.finalUnitPrice.amount,products.finalUnitPrice.currency,products.name,products.quantity,products.sku,revenue.amount,revenue.currency,value.amount,value.currency,client.id
1,cash,13.99,PLN,shoe1,1,990,13.99,PLN,13.99,PLN,4421574246

1. Start the workflow with the Scheduled Run node.
2. In the configuration of the node:
   1. Set the Run trigger to one time.
   2. Select the Immediately tab.
   3. Click Apply.
3. Add the Local File node.
4. In the configuration of the node:
   1. Upload the file with transactions.
   2. Click Apply.
5. Add the Import Transactions node.
6. Add the End node.