Creating a Destination for Transactions Import or Synchronization

Modified on: Wed, 29 Oct, 2025 at 2:16 PM

If you want to configure a transaction data connection from a third party system to a Dialog Insight project, you must create a destination for the transactions you import or synchronize. This destination is a relational table. You have 2 options for this table.

Option 1 (recommended): Activate the standard E-commerce structure and adapt it
Dialog Insight has standard tables for e-commerce that you can activate quickly.

Under the list of project fields (created in step 1), you can activate this structure with the Create my Data Structures.

For more details, consult Creating a Project with E-commerce Structure.

Option 2: Create a custom relational table
If your structure is different from the standard e-commerce structure, you can create a custom table. This table must be a profiling table for each transaction to be linked to a contact.
→ See How To Create a Custom Table

Examples of fields for a transaction table
TransactionID (NVarChar ou Int)	This is the transaction number or code which identifies each transaction. It is the primary key of the table.
Email (NVarChar)	It is a foreign key that identifies the contact who made the transaction with the email (linked to the email field from the project).
Price (decimal)	Price of the item.

*All these fields must be defined as required for the import.