MarginDriver includes the capability to accept data via flat file upload if the data cannot be retrieved programmatically.

File Upload Instructions

Navigate to Settings > File Upload.

Choose your desired file template from the Select File Type menu and click Download Template. Open the file in a spreadsheet application that will allow you to edit the contents and save the file as a .csv.

The available templates and data fields are listed below. Optional (non-required) fields are denoted by ***. The omission of valid data in the required fields will result in upload failure.

Generic Order File Upload

1. Order ID - the alphanumeric identifier used to mark your orders in MarginDriver. If you use an order management system that centralizes all of your orders and assigns them with a unique identifier, it is wise to use the same identifier for this field. If your orders are coming directly from a marketplace or ecommerce platform, use this ID, which you will also use for the Site Order ID field.
   
2. Order Site Name - the sales channel name used to identify this channel in MarginDriver. Use a unique name for each sales channel and use it for all orders on from that sales channel.
   
3. Order Site Profile*** - a value populated by MarginDriver when two sales channels have matching origins. Only populate this field if a value has been already been assigned by MarginDriver on the Sales Channels and Integrations page.
   
4. Site Order ID - the ID of the order from the sales channel where it was placed (Amazon, eBay, Shopify, etc). If you do not have a centralized order management system, this ID will also be used in the Order ID field above.
   
5. Order Date - the date the order was placed. The correct format is MM/DD/YYYY.
   
6. Shipping Date*** - the date the order was shipped (if it has been shipped already). The correct format is MM/DD/YYYY.
   
7. Checkout Status - indicates whether payment has been completed for the order. Enter Completed for ALL orders.
   
8. Shipping Revenue - payment the seller took in from the customer to cover shipping cost.
   
9. Sales Tax - payment the seller took from the customer to cover sales tax (not necessarily the actual sales tax owed by the seller to the taxing authority).
   
10. Discounts - discounts applied to the order at checkout. This value is not included in the value you enter into the product revenue or shipping revenue. This value is primarily provided to explain why your margins may be lower than expected for certain orders.
    
11. SKU Number - a unique alphanumeric identifier for each unique product.
    
12. Product Cost Per Unit - the seller's cost per each individual unit of a SKU sold.
    
13. Product Brand*** - the brand of the product sold.
    
14. Product Title*** - the title of the product sold.
    
15. Product Price Per Unit - sales revenue per each individual item of SKU sold.
    
16. Product Quantity - the number of units sold per SKU.
    
17. Distribution Center ID*** - third party distribution center ID
    
18. Distribution Center Name*** - name of the distribution center, warehouse or dropshipper where the order was sourced and shipped from.
    
19. Distribution Center Code*** - a short 1-2 letter abbreviation for the Distribution Center Name. This is the distribution center field that will appear in MarginDriver reports.
    
20. Shipping Country*** - shipping destination country
    
21. Shipping State or Province*** - shipping destination state or province (2-letter abbreviation)
    
22. Shipping Carrier*** - e.g., UPS, USPS, FedEx, DHL, etc.
    
23. Shipping Class*** - e.g., First Class, Ground, SmartPost, Global Mail, etc.

Generic Product File Upload

1. SKU Number - a unique alphanumeric identifier for each unique product.
   
2. Product Cost Per Unit - the seller's cost per each individual unit of a SKU sold.
   
3. Product Title*** - the title of the product sold.
   
4. Product Brand*** - the brand of the product sold.
   
5. Product Category*** - the category (as determined by the user) of the product sold.

Generic Shipping File Upload

1. Order ID - the alphanumeric identifier used to mark your orders in MarginDriver. If you use an order management system that centralizes all of your orders and assigns them with a unique identifier, it is wise to use the same identifier for this field. If your orders are coming directly from a marketplace or ecommerce platform, use this ID, which you will also use for the Site Order ID field in the order file.
   
2. Shipping Cost - the cost incurred by the seller to pack and ship the product to the customer.
   
3. Package Weight (oz)*** - the final shipping weight, in ounces, of the package shipped to the customer.

Generic SKU Shipping File Upload 

1. SKU Number - a unique alphanumeric identifier for each unique product.
   
2. Shipping Cost - the estimated cost to ship a single unit of the SKU. MarginDriver will multiply this value by the number of units ordered to arrive at the order's Shipping Cost.
   
3. Package Weight (oz)*** - the final shipping weight, in ounces, of the package shipped to the customer.

Populate all of the required data in the desired template and save the file as a .csv. Locate the saved file using the Browse button and then select Upload.

BEFORE YOU UPLOAD: Choose the corresponding file type from the Select File Type menu before clicking Upload or it will fail.

Refer to the File Upload Status section to see a list of your most recent uploads. The Status column will indicate whether the file was uploaded successfully. Please allow 15 minutes for the upload and data validation to complete processing.

File Upload Status

1. Uploaded - the file format was accepted and the data validation process has begun.
   
2. Completed - the upload has been completed successfully and your newly uploaded data is available in MarginDriver.
   
3. Failed - the file failed the data validation process. Click on the hyperlink to get a brief description of the error that led to the failure. Reopen the .csv file, fix the error and attempt to upload the file again.