OneDrive

how to add onedrive as a source 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 required unique transaction id rd 1234 transactionrefundid transaction id used when refunding an order rd 1234 patient number required 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 jbsoloman\@gmail com 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 other integration settings 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 do not turn on unless switching pos and want to keep data