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← Optional setup

How to Cross-Match Customer Data

Written by Jannik Wielath, last updated on September 16, 2024.

What you will learn in this article:

• How to set up and connect a Google Drive integration
• What data is required for the customer cross-matching

Prerequisites

To get started, you’ll need to share a Google Drive folder with Admetrics. You can name the files as you like, but the sheet names and column headers must follow our provided format. The schema for each sheet is outlined on the schema page. You can access the template through the example sheet.

Step 1: Set Up Google Drive Integration

1. Log into your Data Studio account and go to the data integration settings.
2. Click Add Integration.
3. Choose Google Sheet: Orders.
4. Name the integration (for example, “Cross-Matching Sheet”).
5. Leave the Shop filter option blank, and then click Submit.

Step 2: Create a Copy of the Template

1. You’ll see a popup with a link and an email address.

2. Click on the link labeled this Google Sheet.
3. In the Google Sheet, go to File → Make a Copy.
4. Save the copy in a new folder in your Google Drive.

We recommend creating multiple sheets on either a daily, weekly, or monthly basis. This streamlines the data loading process and helps manage your exports more efficiently.

Step 3: Share the Google Drive Folder

1. Share the folder (not the individual file) where you saved the copy with the email address provided in the popup. E.g., sa-9f10a9f99e3193bb@adm-shopifyprod.iam.gserviceaccount.com

Step 4: Update Customer Data

1. Open the copied sheet and enter your customer data.
2. The following columns are required:
• customer_id: Unique identifier for the customer (e.g., 1213445912).
• email: Email address of the customer (e.g., max.mustermann@gmail.com).
• first_name: First name of the customer (e.g., Max).
• last_name: Last name of the customer (e.g., Mustermann).
• default_address_country_code: The two-letter code for the country of the customer's default address (e.g., DE).
• default_address_city: The name of the city, district, village, or town of the customer's default address (e.g., Berlin).
• default_address_zip: The zip or postal code of the customer's default address (e.g., 10178).
3. The following column is optional but recommended for better coverage:
• phone_number: Contact phone number for the customer (If you don’t have this, leave it blank).
• customer_created_at: Timestamp when the customer profile was created (e.g., 2022-09-01 14:00:00).
• Other tabs in the sheet can be left empty.

Step 5: Data Import

• The Admetrics system will automatically scan the shared folder for any updates or new sheets.
• It will bulk import any sheets that have been added to the folder and updated since the last scan.

• How to Cross-Match Customer Data
• Prerequisites
• Step 1: Set Up Google Drive Integration
• Step 2: Create a Copy of the Template
• Step 3: Share the Google Drive Folder
• Step 4: Update Customer Data
• Step 5: Data Import