To import E-commerce data, you must first create a project with a compatible structure to receive these data. Dialog Insight offers a simple method to generate built-in E-commerce tables. By using the structure provided by DI, your results for transactions and products will be automatically compiled. To set up this structure, follow the steps presented in this article.
Note: if you set up Shopify, Adobe Commerce or PrestaShop, you don't have to follow the procedure from this article.
Step 1: Create the Primary Key
When creating a DI project dedicated for E-commerce, it is recommended to choose email or client/member number as the primary key (ideally the same as used in your E-commerce shop):
If you choose to create an Other type key, you must select the Text format so that the key is compatible with the structure.
Step 2: Generate the Data Structure
When you are selecting fields for the project, before building the tables, click Create my data structures (scroll to the bottom of the page):
Select the template that fits your activity area:
Details on tables that are generated | |
Events | Retail business |
| Transaction (ECommerce_Transaction) Information on a customer's purchase. | Transaction (ECommerce_Transaction) Information on a customer's purchase. |
| Admission (ECommerce_Item) Admissions bought in a transaction. | Transaction Items (ECommerce_Item) Products bought in a transaction. |
| Event Concert, conferences, festivals, workshops, etc. | Produit (ECommerce_Product) Good or service for sale. |
| Event Category (ECommerce_ProductCategory) | Product Category (ECommerce_ProductCategory) |
| Ticket Ticket with its status, type and price. | Cart (ECommerce_Cart) Cart containing products for a visitor of the online shop. |
| Representation Location and date for the representation of an event. | Cart Items (ECommerce_CartItem) Products added to a cart. |
Step 3: Verify the Tables
You can consult the E-commerce automatically generated in Project → Data Management → Relational Data:
The entries in profiling tables are all linked to a contact using the primary key field. The lookup tables have links with other E-commerce tables but not with the contact list.
Normally, the fields in these tables cover most cases, but if you need more, you could add some:
Some fields can be modified, however modifications are limited.
Step 4: Select the Currency
Once the tables are generated, you must indicate the currency to use in Project -> Data Management → E-Commerce:
Next step
You can now import data into your project.