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 your customers who have made a successful referral.

This data is scheduled to be sent on a weekly basis and will only send ECR data for customers whose ECR has changed from the previous week.

In this guide, you will learn how to import all your customers' ECR data into Bloomreach as a one-off before Mention Me sends the weekly updates.

Steps to Import ECR Data

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

Download ECR Data from Mention Me

The first step in uploading full ECR data to Bloomreach is to download the extract from the Mention Me Platform. 

1. Login to the Mention Me Platform and navigate to the Customer Revenue page in the Advocacy Intelligence section
   
   
   
   
2. Click the Download customer segments button (If you cannot see the Download customer segments button, reach out to your CSM for help)
   
   
   
   
3. Select all segments and click Generate.
   
   
   
   This will generate a CSV file of all your customers with ECR segments which will take up to 15 minutes to be created. You will be sent an email to let you know when it is ready. 
   
   
4. Click on the link in the email to download the CSV file (You might be required to log in again to the Mention Me Platform)
   
   
5. You can find the file by going to Settings & Tools -> Secure file sharing
   
   
   

Create a CSV file for Bloomreach

Next, you will need to format the ECR CSV file in a way that Bloomreah can import. Use any spreadsheet tool to open your file that has been downloaded, like Excel or Google Sheets.

1. Open the CSV file downloaded from Mention Me
   
   
2. Remove the first 3 rows so that only the headers remain
   
   
3. Remove the following columns as they are not needed by Bloomreach:
   • Individual Revenue
   • Revenue Referred
   • Friends Ecr Value
   • Report Currency Code
   • First Name
   • Surname
     
     
4. Rename the following columns:
   • Email address -> email
   • Activity Status -> mention_me_ecr_activity
   • Ecr Segment -> mention_me_ecr_status
     
     Note: Please ensure that the column names are case sensitive, so they have to be exact otherwise it will cause duplicates in Bloomreach 
     
     
5. Move the email column to the first column. Your CSV file should now look like this:
   
   
   
6. Save your CSV file
   
   

   Upload your CSV to Bloomreach

   For more info on how to import customer profile data into Bloomreach, click here

   
   Now you can upload your CSV file to Bloomreach by following the steps below:

   1. Navigate to Data & Assets -> Imports -> New import in Bloomreach
      
      
      
      
   2. Choose Customers
      
      
      
      
   3. Click Upload a file and select the CSV file you created
      
      
      
      
   4. The file will automatically be previewed, click Next to move to Data Mapping
      
      
      
      

   5. Complete the following data mapping actions:

      • De-select the tick next to the email field to not import as a customer property
      • Drag your hard_id email identifier to the email column to identify the customers being imported
      • Leave the 2 x new field names as is they will be used as the names in the contact properties
        
        
   6. Your mapped fields should look like this, Click Run Import
      
      
      
      
   7. Your import is now complete!
      
      All your customers who have made a successful referral will have an ECR segment and activity against their customer profile in Bloomreach.
      
      Next time Mention Me's automatic ECR export runs, it will only update your customers whose ECR activity/status has changed.