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Migrate to impact.com from SaaSquatch

This article houses useful references to assist you through the migration process to impact.com from SaaSquatch.

CSV file column reference

Users data file

Column

Required

Description

User ID

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The participant's identifier.

Account ID

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The participant's account identifier.

Email

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The participant's email address.

First Name

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The participant's first name.

Last Name

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The participant's last name.

Referral Code

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The participant's primary program referral code (if specified).

Image URL

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The participant's image URL.

First Seen IP

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The IP address of the participant's the first time they did a non-API upsert.

Last Seen IP

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The IP address of the participant's the last time they did a non-API upsert.

Date Created

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The date this participant user was created, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Email Hash

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The MD5 hash value of a participant's email address.

Locale

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The participant's geographical location.

Country Code

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The participant's country code.

Segments

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The participant's user segments.

Share Link

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The participant's primary program (if specified) share link.

Facebook Share Link

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The participant's primary program (if specified) Facebook share link.

Twitter Share Link

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The participant's primary program (if specified) Twitter/X share link.

Email Share Link

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The participant's primary program (if specified) email share link.

Linkedin Share Link

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The participant's primary program (if specified) LinkedIn share link.

Clean Share Link

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The participant's primary vanity link without encoding.

Custom Field

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If a participant has a custom field, {ExampleName} will be the field name.

Referral data file

Column

Required

Description

Referred User - User ID

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The referred friend's external user id.

Referred User - Account ID

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The referred friend's external account id.

Referring User - User ID

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The customer advocate's external user id.

Referring User - Account ID

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The customer advocate's external account id.

Referral ID

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The referral's unique identifier.

Date Modified

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The date the referral was last modified (i.e. started, converted, moderated, etc.), formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Referral Started

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The date the referral was created, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Converted

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The date the first goal was achieved, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date User Modified

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The date a user was deleted from a referral (user deletion) or added to a referral, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Program ID

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The identifier of the program for which the referral was created.

Program Name

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The name of the program for which the referral was created.

Referred User - Email

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The referred friend's email address.

Referred User - First Name

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The referred friend's first name.

Referred User - Last Name

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The referred friend's last name.

Referred User - Referral Code

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The referred friend's primary referral code (depends on the program in which this referral was created.

Referred User - First Seen IP

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The first IP address the referred friend used when loading a widget.

Referred User - Last Seen IP

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The most recent IP address the referred friend used when loading widget.

Referred User - Image URL

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The referred friend's image.

Referred User - Locale

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The locale of the referred friend.

Referred User - Date Created

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The date the referred friend was first seen by SaaSquatch (created in SaaSquatch), formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Referred User - Segments

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The referred friend's user segments.

referredUserCustomFields.<fieldName>

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The referred friend's custom fields.

Referring User - Email

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The customer advocate's email address.

Referring User - First Name

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The customer advocate's first name.

Referring User - Last Name

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The customer advocate's last name.

Referring User - Referral Code

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The customer advocate's primary referral code (e.g. the referral code used to create this referral).

Referring User - First Seen IP

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The first IP address the customer advocate used when loading a widget.

Referring User - Last Seen IP

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The most recent IP address the customer advocate used when loading a widget.

Referring User - Image URL

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The customer advocate's image.

Referring User - Locale

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The locale of the customer advocate's.

Referring User - Date Created

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The date the customer advocate was first seen by SaaSquatch (created in SaaSquatch), formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Moderation Status

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The referral fraud moderation status (e.g., PENDING, ACTIONED).

Date Moderated

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The date the referral started, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Referred User - Reward ID

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The referred friend's reward identifier.

Referring User - Reward ID

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The customer advocate's reward identifier.

Referrer User - Segments

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The customer advocate's user segments.

referrerUserCustomFields.<fieldName>

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The customer advocate's custom fields.

Referral Code Used

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The customer advocate's referral code that was used for the referral.

Share Link Used

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The customer advocate's share link that was used for the referral.

Reward data file

Column

Required

Description

User ID

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The user's identifier.

Account ID

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The user's account identifier.

Type

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The type of reward, e.g., Credit, Discount, Gift card, etc.

Reward Unit

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The unit in which rewards are earned, e.g., Cash, Points, Months, etc.

Reward Value

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The numeric value of the reward in its smallest measurement unit, e.g., for a cash reward of $1.00, the value would be 100 (cents).

Reward Name

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The name you assigned to the reward when creating it in your program.

USD Value

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The value of the reward in USD.

Program ID

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The identifier of the program for which the reward was created.

Global Reward Key

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Key of the global reward configuration in the reward catalog. This is under Rewards → Catalog → Create rewards → Reward Name.

Reward Source

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How the reward was created, e.g., Manual, Referred user, Friend sign up.

Date Created

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The date the reward was earned, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Given

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The date the reward was given, formatted in milliseconds since unix epoch external-link-alt-solid.svg. (This value can differ from Date Created if the reward was pending).

Date Scheduled For

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The date the reward was scheduled to be given to the user, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Expires

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The date after which the reward can no longer be redeemed, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Cancelled

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The date you cancelled the reward, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Modified

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The date you made modifications to the reward, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Date Redeemed

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The date the full reward was redeemed by the user, formatted in milliseconds since unix epoch external-link-alt-solid.svg.

Assigned Credit

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The amount in the base unit for Credit rewards. This is the equivalent of Reward Value, but for Credit rewards.

Redeemed Amount

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The Value of the portion of the reward that was redeemed.

Fuel Tank Type

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This can be either Credit or % discount.

Fuel Tank Code

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This is like coupon code, e.g., SummerSave20, 20%OFF, etc.

Referred User ID

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The user identifier of the referred friend.

Referred Account ID

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The identifier of the referred friend's account.

referral.referredUser.id

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Used in conjunction with Program ID to link a referral to a Program ID, if we want to attach a referral to a reward. This may not always match the User ID.

referral.referredUser.accountId

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Used in conjunction with Program ID to link a referral to a Program ID, if we want to attach a referral to a reward. This may not always match the Account ID.

Validation error reference

You can get 3 types of validation errors:

  1. Inline error message: these appear in the preview validation table and cause error rows to be highlighted in red:

    • INVALID_FIELD — e.g., the Date Created field wasn't formatted in milliseconds since unix epoch external-link-alt-solid.svg.

    • MISSING_FIELD — e.g., a required field such as User ID or Account ID is missing.

    Screenshot_2024-09-17_at_11_16_19_AM.png
  2. Error callout: these appear in place of the preview validation table as red warning messages:

    • MISSING_HEADER — e.g., a required column header such as Account ID or Reward Value is missing.

    • CSV_PARSING — e.g., the CSV file contains special characters that are improperly formatted.

    • FILE_REF_IO — e.g., the file is corrupted and can't be read.

    Screenshot_2024-09-17_at_11_17_20_AM.png
  3. Listed errors: these appear as a list of error counts on the Imports & Exports screen when the import type doesn't have a preview validation table. Row errors and file errors will display together:

    Screenshot_2024-09-10_at_10_58_19_AM.png

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