📤 File Upload Overview
Need to get your sales data into Kintsugi but don’t have an existing integration? No problem! You can easily upload your sales transactions using a CSV file.
Before uploading, please ensure your CSV file follows the required format. This guide will walk you through the simple steps to prepare and upload your file successfully.
📋 Step 1: Get the Manual Upload Template
Open the Kintsugi App.
Navigate to Data Sources.
Click on File Upload Template.
Download the template from the next screen.
This template is crucial as it ensures your data is the correct format for Kintsugi.
💡 Step 2: Prepare Your CSV File
✅ Required Fields
The template has required fields marked in red.
Make sure your CSV includes all of these. Upload errors may occur if any are missing.
📅 Date Formatting Tip
To ensure the date field is in the correct format, use the following Excel formula:
=TEXT(D27,"YYYY-mm-dd") & "T" & TEXT(D27,"hh:mm:ss")
For detailed explanations of each column and best practices, refer to this additional resource.
🗺️ Data Mapping Reference
Use the table below to match your data to the Kintsugi template columns:
Kintsugi template | Customer data |
related_external_id |
|
transaction_external_id | Order ID |
status | COMMITTED |
date | Order Date |
currency | Order Currency
|
description | Product Details
|
customer_id | Customer ID |
customer_name | Customer Name |
customer_email | Customer Email |
marketplace | FALSE / TRUE |
ship_to_phone | Shipping Phone |
ship_to_street_line_1 | Shipping Street 1
|
ship_to_street_line_2 | Shipping Street 2 |
ship_to_city | Shipping City |
ship_to_state | Shipping State |
ship_to_postal_code | Shipping Zip Code |
ship_to_country | Shipping Country |
bill_to_phone | Billing Phone |
bill_to_street_line_1 | Billing Street 1 |
bill_to_street_line_2 | Billing Street 2 |
bill_to_city | Billing City |
bill_to_state | Billing State |
bill_to_postal_code | Billing Zip |
bill_to_country | Billing Country |
line_item_id |
|
product_external_id | SKU |
ProductName | Product Name |
product description | Product Details |
amount | Subtotal (excluding tax) |
tax amount | Tax Total |
quantity | Total Shipped / Total Quantity |
exempt | TRUE / FALSE |
Transaction type | SALE
|
operation | IMPORT |
Discount Amount | Discount Amount |
📂 Step 3: Upload Your CSV File
Save your completed file as a .CSV file
Log in to the Kintsugi App.
Go to the manual upload option.
Select the original source of the data from the dropdown.
If your source is not listed, select Other.
🧾 Special Case: Refunds
For refunded or partially refunded transactions:
Include the related_external_id.
Set the transaction_type to Partial_Credit_Note.
🚀 Step 4: Complete the Upload Process
Click Choose File to select your CSV.
Kintsugi will run validation checks on sample data.
If errors are found, you’ll see them in Preview Mode and must fix them before uploading.
If no errors are found, you can proceed with the upload.
Once uploaded, a confirmation email will be sent to the logged-in user’s email.
Double-check that all required fields are filled—missing any mandatory fields may result in upload errors.
For refunded or partially refunded transactions, be sure to include the related_external_id and set the transaction_type as Partial_Credit_Note
If you need further assistance, please reach out to Kintsugi Customer Success using the chatbot in the bottom right corner of the platform.
🆘 Need Help?
For further concerns, we're always here to help. If you can't find the answer you're looking for, please reach out to us using the chat bubble in the bottom right corner.