File Upload Data Construction: Daily Totals vs Records
There are two methods for constructing data: Daily Totals and Records.
For examples below assume three File Upload Metrics have already been created within Ambition: Calls, Emails, Appointments.
Use the Daily Totals method if you will be processing data into Metrics within your system and then sending the daily values.
Use the Records method if you will be transmitting individual records to Ambition where you will then build out business logic within our UI to convert data into daily values.
Every row/record must contain:
- Unique Employee Identifier (Email, Extension, ID)
- Date OR Date/Time (Standard YYYY-MM-DD hh:mm:ss Format)
Each row/record is keyed to a specific date, not a given week or month.
- If you are sending data via CSV (as opposed to JSON), you must include every field even if there are no values for given time period.
- If Records format, each row/record has to have a Unique Record Identifier.
Note: By default, we assume Date/Times are sent in local timezones to Ambition. However, if you would like to send Date/Times in UTC, contact gethelp@ambition.com to aid in setup.
Daily Totals
In this example we have Jason with 11 Calls, 12 Emails, 3 Appointments and Sarah with 6 Calls, 9 Emails, 10 Appointments for August 17th, 2020.
CSV Example
email,date,calls,emails,appointments jason@yourcompany.com,2020-8-17,11,12,3 sarah@yourcompany.com,2020-8-17,6,9,10
JSON Example
[
{
"email": "jason@yourcompany.com",
"date": "2020-8-17",
"calls": 11,
"emails": 12,
"appointments": 3
},
{
"email": "sarah@yourcompany.com",
"date": "2020-8-17",
"calls": 6,
"emails": 9,
"appointments": 10
}
]
You can upload multiple days at once, popular for backfilling historical data for analytical purposes or reconciling previous values due to backdating issues.
email,date,calls,emails,appointments
jason@yourcompany.com,2020-8-13,32,3,1
jason@yourcompany.com,2020-8-14,1,3,0
jason@yourcompany.com,2020-8-15,5,8,4
jason@yourcompany.com,2020-8-17,11,12,3
Daily Totals Uniqueness Constraint
When sending Daily Totals data the uniqueness constraint will be the unique employee identifier
and date
fields which effectively means that an employee can only have one value per Metric for a specific date. This allows you to automatically overwrite/update data.
Example
Ambition processes the following data at 9:00AM
date | calls | |
jason@yourcompany.com | 2020-8-17 | 2 |
Ambition then processes the following data at 9:05AM
date | calls | |
jason@yourcompany.com | 2020-8-17 |
3 |
Ambition will overwrite the previous value of 2
with a new value of 3
.
We recommend setting up your system to send files every X minutes/hours to automatically overwrite previous data.
Records
Let's assume we've created an additional Metric, Revenue.
In this example we have eight CRM records owned by Jason. Ambition is responsible for applying user-defined logic to determine if these records count towards Metrics... in this case Jason is credited with 2 Calls, 1 Email, 1 Appointment, $700.11 Revenue for August 17th, 2020.
Metric Logic
# Call Logic "type" EQUALS "call" "status" EQUALS "completed" "date" EQUALS "created_date" # Email Logic "type" EQUALS "email" "status" EQUALS "completed" "date" EQUALS "created_date" # Appointment Logic "type" EQUALS "appointment" "status" EQUALS "completed" "date" EQUALS "appointment_date" # Revenue Logic "type" EQUALS "booking" "status" EQUALS "completed" "date" EQUALS "bookings_date" SUM "revenue"
email,created_date,record_id,type,status,appointment_date,booking_date,revenue jason@yourcompany.com,2020-8-14 8:23:11,abc123,appointment,completed,2020-8-17,, jason@yourcompany.com,2020-8-17 7:59:23,abc124,call,completed,,, jason@yourcompany.com,2020-8-17 8:01:45,abc125,call,completed,,, jason@yourcompany.com,2020-8-17 8:31:34,abc126,email,completed,,, jason@yourcompany.com,2020-8-17 10:44:33,abc127,appointment,not started,2020-8-18,, jason@yourcompany.com,2020-8-17 11:01:09,abc128,appointment,not started,2020-8-20,, jason@yourcompany.com,2020-7-6 13:12:57,abc129,booking,completed,,2020-8-17,300.11 jason@yourcompany.com,2020-7-27 14:04:19,abc130,booking,completed,,2020-8-17,400.00
Records Uniqueness Constraints
When sending Record-based data you will need to map a unique record identifier to a) avoid duplicate data and b) retroactively update data.
Example
Ambition processes the following data on 8/17/2020:
JSON
[
{
"email": "jason@yourcompany.com",
"date": "2020-8-17 8:31:11",
"record_id": "10002acda13",
"booking_date": "2020-8-17",
"revenue": 1000
}
]
Jason now has $1,000 Revenue for 8/17/2020.
Unfortunately a 50% refund must be issued and Ambition processes the following data on 8/24/2020:
JSON
[
{
"email": "jason@yourcompany.com",
"date": "2020-8-24 11:10:43",
"record_id": "10002acda13",
"booking_date": "2020-8-17",
"revenue": 500
}
]
Assuming that record_id
was established as the unique field Ambition would automatically update Jason's Revenue value on 8/17/2020 for record_id 10002acda13
to be $500 as opposed to $1,000.
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