How to Import Extended Customer Revenue (ECR) Data into Bloomreach

About this Guide

Mention Me can automatically send your customers' Extended Customer Revenue (ECR) data to your Bloomreach account. ECR is only calculated for customers who have made a successful referral.

This data is sent on a weekly basis and only includes customers whose ECR segment has changed from the previous week.

This guide explains how to import a full set of ECR data into Bloomreach as a one-off setup before automated syncing begins.

Steps to Import ECR Data

1. Download ECR Data from the Mention Me Platform
2. Create a CSV file formatted for Bloomreach
3. Upload your CSV to Bloomreach

Step 1: Download ECR Data from Mention Me

1. Log in to the Mention Me Platform and go to Customer Revenue under the Advocacy Intelligence section.

2. Click the Download customer segments button.

If you can't see the button, contact your Mention Me CSM.

3. Select all segments and click Generate

It may take up to 15 minutes to generate. You'll receive an email when it's ready.

4. Click the download link in the email (you may need to log in again to Mention Me).
5. Alternatively, go to Settings & Tools Secure File Sharing to download the file.

Step 2: Create a CSV File for Bloomreach

Use any spreadsheet tool, such as Excel or Google Sheets.

1. Open the downloaded CSV file.
2. Remove the first three rows so only the headers remain.
3. Delete unnecessary columns:
   • Individual Revenue
   • Revenue Referred
   • Friends ECR Value
   • Report Currency Code
   • First Name
   • Surname
4. Rename columns:
   • Email address → email
   • Activity Status → mention_me_ecr_activity
   • Ecr Segment → mention_me_ecr_status

Column names are case-sensitive. Incorrect names will cause duplicates in Bloomreach.

5. Ensure the email column is first.

6. Save the file as .csv

Step 3: Upload Your CSV to Bloomreach

For more guidance, visit this Bloomreach help page.

How to Upload to Bloomreach

1. In Bloomreach, go to Data & Assets Imports New Import

2. Select Customers

3. Click Upload a file and select your prepared CSV

4. Preview will load automatically. Click Next to proceed to mapping.

Data Mapping

• De-select the checkbox next to the email field (do not import as a property)
• Drag email to hard_id identifier column
• Leave the two custom ECR fields as is—they’ll be added as customer properties

The mapping should appear as follows before you proceed:

6. Click Run Import

Import Complete

All customers who have successfully referred someone will now have an ECR segment and activity attribute added to their profile in Bloomreach.

From here on, Mention Me’s weekly ECR export will only update customers whose ECR status has changed.