CSV Import
Import historical orders, ad spend, and product data using our CSV template.
CSV Import lets you bring in historical data that predates your integration connection, or data from platforms we don’t yet support natively.
Supported Data Types
- Orders — Historical revenue, order counts, and AOV
- Products — SKU catalog with COGS data
- Ad Spend — Campaign-level spend and conversion data
- Email Metrics — Campaign sends, opens, clicks, revenue
- Inventory — Stock levels at a point in time
Getting the Template
- Go to Settings → CSV Import.
- Select the data type you want to import.
- Click Download Template to get a pre-formatted CSV with the correct column headers.
- Fill in your data following the column descriptions in the template.
Required Columns (Orders)
| Column | Required | Format |
|---|---|---|
| order_id | Yes | Unique string |
| order_date | Yes | YYYY-MM-DD |
| gross_revenue | Yes | Decimal (USD) |
| discounts | No | Decimal (USD) |
| refunds | No | Decimal (USD) |
| shipping | No | Decimal (USD) |
| customer_email | No | Email string |
| platform | No | shopify | amazon | etsy | other |
Uploading Your File
- Return to Settings → CSV Import and select your data type.
- Click Upload CSV and select your file (max 50 MB).
- Dashified will validate your columns and show a preview of the first 5 rows.
- If the preview looks correct, click Import.
- Processing takes 30 seconds to 2 minutes depending on file size.
Handling Errors
If any rows fail validation, they are skipped and a detailed error report is available for download. Rows that pass validation are always imported — you don’t lose valid data because of a few bad rows.
Avoid duplicates
If you later connect a native integration (e.g., Shopify) that covers the same date range as your CSV import, Dashified will deduplicate records by order_id.
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