Backfill historic orders to see new versus returning order and fully utilize the Northbeam LTV tool
As part of your setup process, we highly suggest backfilling historic orders to see new vs. returning orders and fully utilize the LTV tool in your Northbeam dashboard. Our recommendation is to backfill 12-18 months' worth in order to maintain high data integrity.
How to backfill using Server to Server API
For companies with a development team, average monthly order total of >2,000
- Follow the Server API instructions to upsert batches of orders
- Batches of <100 at a time
- Use the API Key and Client ID generated in your onboarding setup; if you are having trouble finding your credentials, please reach out to our Customer Success team by using this form to submit an inquiry.
How to backfill using Order .CSV Upload
For companies with an average monthly order total of <2,000
- Send orders in .CSV format to success@northbeam.io using this .CSV template in batches of <1,000 (must follow the format in the template)
- Get in touch with Northbeam Customer Success to upsert the orders internally and data will backfill in your dashboard accordingly.