Send call data you’ve captured in a third-party or proprietary system into Invoca’s Marketing Data fields using file upload.If you use Invoca Marketing Data fields but sometimes capture that data through a system that isn’t integrated with Invoca, you can still bring it in using Marketing Data File Upload.
Step 1: Gather your source data
Export your call data from the third-party system into a CSV or spreadsheet file, making sure you’re only including calls that Invoca actually drove. You can upload either new call records containing Marketing Data, or corrections to previously tracked calls.Step 2: Format and upload your data
- In the sidebar, click Signal.
- In the Upload Signal Records tile, click Upload.
- Click Download Template, select “No, I am only uploading Signals and/or Marketing Data,” and download the formatted spreadsheet.
- In the template, use one of the three identifier columns to match each record to a call in Invoca:
transaction_id,call_record_id, orcall_start_time. You only need to fill in one — if you fill in more than one, Invoca matches in that priority order. If using onlycall_start_time, we recommend also includingcalling_phone_numberorduration_in_secondsfor a more precise match. - Scroll to the blank columns and enter the exact Partner (API) Name of each Marketing Data field you’re reporting on.
- Fill in your call data — one row per call, with the identifier columns from step 4 and a value in each Marketing Data column from step 5.
- Save the file as
.xlsxor.csv. - Back in Invoca, in the Upload New File menu, click the cloud icon and select your file.
- Select your time zone, then click Upload and Preview.
- Review for errors. If none, click Proceed to apply the records to your account.