CSV import is the fastest way to get a year of spreadsheet history into Churning Tracker. Map your columns once, save the mapping, and reuse it for every future import.Documentation Index
Fetch the complete documentation index at: https://docs.churningtracker.com/llms.txt
Use this file to discover all available pages before exploring further.
The 4-step workflow
Go to Orders → Import to start.Upload
Drag in your CSV file. Churning Tracker auto-detects the header row and previews the first few rows.
Map columns
Match each column in your CSV to a Churning Tracker field. The system suggests mappings based on column names.Save the mapping with a name (e.g., “My old spreadsheet”) to reuse on future imports.
Validate
Every row is checked for required fields, valid dates, and known retailers. Errors show inline so you can fix them in the CSV and re-upload.
Field mappings
Below is the full list of fields you can map. Required fields must be present for the import to run.Order fields
| Field | Required | Notes |
|---|---|---|
| Order type | Yes | buying_group, cashback, or gift_card |
| Retailer | Yes | Matched by name; unknown retailers prompt you to create them |
| Order date | Yes | Most date formats supported (YYYY-MM-DD, MM/DD/YYYY, etc.) |
| Order number | Yes | The store’s order/confirmation number |
| Account owner | Recommended | Matched by name; defaults to the importing user if blank |
| Credit card | Recommended | Matched by issuer + last 4 |
| Retailer account | Optional | Matched by label under the retailer |
| Buying group | Conditional | Required when order type is buying_group |
| Order status | Optional | Defaults to pending |
| Notes | Optional | Free text |
Line item fields
Repeat one row per line item, or use a single row per order with comma-separated lists.| Field | Required | Notes |
|---|---|---|
| Description | Yes | Product description |
| Model / SKU | Optional | Useful for resale matching |
| Quantity | Yes | Defaults to 1 if blank |
| Unit price | Yes | Numeric, no $ sign required |
Order total fields
| Field | Required | Notes |
|---|---|---|
| Subtotal | Auto | Calculated from line items |
| Shipping | Optional | Numeric |
| Taxes | Optional | Numeric |
| Discounts / fees | Optional | Negative values reduce the total |
| Order total | Optional | Used as a check against calculated total |
Shipping & tracking
| Field | Required | Notes |
|---|---|---|
| Tracking number | Optional | Multiple numbers can be comma-separated |
| Carrier | Optional | Auto-detected if blank |
Saved mappings
Once a mapping is saved, the next import picks it automatically when the column headers match. You can also pick a saved mapping manually from the dropdown.
Validation errors
Common issues you’ll see in the validation step:- Unknown retailer — fix the spelling or add the retailer first
- Invalid date format — reformat in your CSV
- Missing required field — fill in or map a different column
- Duplicate order number — Churning Tracker won’t import an order with the same number twice for the same retailer
After import
- Orders appear in the Orders list immediately
- Shipment tracking starts on any tracking numbers included
- Payouts are not imported — see CSV imports for payouts below or log them manually
Other imports
Beyond orders, you can also import:- Credit cards — from the Credit cards page
- Point balances — from Points → Balances
- Account owners — from the Account owners page