OneDrive
A) Prepare your data.
Make sure all new files uploaded only contain net new transactions!
If transactions are duplicated across files, AIQ will continue add all transaction from the file, including any duplicates, if they are uploaded across files.
Note: The file should be in Comma Separated Values (CSV) format.
There should be a header row with column names. The following column names are supported (unknown columns will be ignored):
Bolded headers in the table below require specific formatting for successful data integration.
If one file has data formatted incorrectly for a field that requires specific formatting, it can affect the connection for all OneDrive uploads.
Column Name | Description | Example |
|---|---|---|
TransactionID *required* | Unique Transaction ID | RD.1234 |
TransactionRefundID | Transaction ID used when refunding an order | RD.1234 |
Patient Number *required* | Unique Customer ID | A12345 |
LocationID | Unique Location ID | 60 |
Order Type |  | Online |
Item ID |  | 1711273-D |
ProductName |  | Big Hoss Trucker Hat |
Product Category Name |  | Clothing |
VendorName |  | Hat Co. Inc. LLC |
InventoryQuantity | Product Quantity in-stock | 9 |
Agg - Product Sales (subtotal) |  | 49.98 |
AllocatedTax |  | 7 |
Product Discount |  | 5 |
AllocatedPrice |  | 52 |
TransactionDate | Transaction Date (YYYY/MM/DD) | 2006-01-02 |
Completed Time | Transaction Time (24hr format) | 15:04:05 |
Patient Postal Code |  | 80023 |
Patient Address |  | 2205 W 136th Avenue. Broomfield, CO 80023 |
Patient Name |  | James Brown |
Patient email |  | |
Patient Phone Default | Customer Phone number (no dashes/spaces/etc.) | 9165550100 |
Patient Age | Patient DOB (YYYY/MM/DD) | 2006-01-02 |
Facility Name | Store Name | My Awesome Shop! |
B) Place the data in a folder in OneDrive. This folder should be at the top level; it should not be inside any other folders.
C) Enable AIQ to see your data.
- In AIQ, go to "Connect data" on the left-hand navigation, and then select the "Data Sources" tab on this page.
- Click "Connect" on OneDrive.
- Check the box indicating "All users from this source have passed an age-gate compliant with my industry."
- At the bottom of the modal, enter the OneDrive folder name in the box labeled "Folder".
- Click "Update Connection".
- Reopen the modal by clicking "Connect" again.
- Click "Connect Account via OAuth2".
- Follow the prompts to authorize AIQ to import your data.
- Send an SMS double opt-in request if a contact with a phone number is synced from this source after: X Date - recommend turning this on after going live with new sign-ups. This will trigger an SMS to be sent to any phone number that is not currently opted in to ask them to join the marketing list (message shown under SMS defaults).
- Turn on loyalty membership if contact is synced from this source after: X Date - this will auto reenroll any persona sourced from LeafLogix as a loyalty member regardless of signup on a form; useful to speed up the process and catch everyone if desired.
- Use AIQ's last backup of this sources data - Turn this on to freeze your data from this source from the last audience run and discontinue hitting the source's API for new data. DO NOT TURN ON UNLESS SWITCHING POS AND WANT TO KEEP DATA 

