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Import Past Order Data

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 by allows us to understand your typical shopper’s behavior.

How to Import Past Order Data

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:

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:

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.

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

CSV Template

Use this template CSV file to collect your data. The columns in green are mandatory columns; those in yellow are optional.

example spreadsheet

4. Upload Past Order Data

  1. Log in to your Bolt Merchant Dashboard.
  2. Navigate to Settings > Checkout.
  3. Scroll to the Past Order Data section.
  4. Select Choose File.
  5. Find and select your formatted CSV.
  6. Select Upload.
  7. Refresh your browser.

You can upload more than one dataset if desired.