CSV
Allodial Predict from a CSV export
No connector required. If you can export order history, you can run this — and you can try it before talking to anyone.
What it reads
- ·A customer identifier, which may be an opaque code
- ·An order date
- ·An order total
- ·Optionally a product or SKU and a quantity, which unlock category detail
Who owns which account
Add a salesperson column and account ownership imports with the file.
Column names are matched automatically, and anything unmatched is named so you can map it yourself.
Test it on an export first