How to Know if Your 3rd Party Data Can Be Uploaded to Invoca

Data can be uploaded to Invoca if it’s tied to individual calls and includes one of Invoca’s accepted unique identifiers.

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Applies to

• Customers with data captured in a third-party system that isn’t already in Invoca
• Customers who want to attribute third-party data to calls in Invoca reporting
• Customers using the Invoca file upload feature

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Objective

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Steps

1. Confirm the data you want to upload relates only to calls driven by Invoca.
2. Confirm you can export the data as a CSV or Excel file — check your third-party system’s documentation if you need help.
3. Confirm the data can be matched to individual calls. Invoca’s Calls and Transactions reports contain records for individual calls, so data aggregated at the campaign level will be difficult to map to specific call records.
4. Confirm the data includes one of Invoca’s accepted unique identifiers:
   • transaction_id — the ID of the specific transaction (call leg) being reported on
   • call_record_id — the ID of the complete call being reported on
   • call_start_time — doesn’t need to be exact, since clocks won’t be perfectly synchronized; Invoca matches to the closest record. Pairing this with calling_phone_number or duration_in_seconds improves matching precision.
5. If none of these fields are available, talk to your account representative about options for getting that data into a system that can map to call records.

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Where to go next

• Manual Data Import
• What Are the Automated Ways to Post Data Into Invoca?