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Custom Data Import: Marketing Costs
Custom Data Import: Marketing Costs

Manage diverse marketing costs with manual entry and CSV upload methods for accurate expense tracking.

Katie Kirtley Jones avatar
Written by Katie Kirtley Jones
Updated over 3 months ago

Understanding Marketing Costs

The Custom Costs section of your cost settings enables you to track expenses beyond Meta, Google Ads, and TikTok costs. While these platforms are automatically ingested, you may need to import additional costs such as agency fees, platform fees, or offline marketing spend.

Why it Matters

Without accounting for all expenses, we cannot provide an accurate contribution profit, hindering informed decision-making. By manually adding costs such as agency fees or offline marketing spend, businesses gain a comprehensive understanding of their marketing investments and can optimize strategies accordingly.

How to Manually Add Marketing Costs:

  1. Navigate to the Custom Data Import tab under ‘Connectors’ on the left-hand side navigation bar.

  2. Select ‘Marketing Costs’.

  3. Fill out the table provided with the following details:

    • Store (optional): If applicable to a specific Shopify store.

    • Shipping Country

    • Start Date (optional): Specify the start date of the cost in the format yyyy-mm-dd. If no value is entered, the costs will be applied across the entire store period automatically.

    • End Date (optional): If known, provide the end date in the format yyyy-mm-dd.

    • Period (required): Frequency of the costs incurred (e.g., monthly).

    • Channel Group/Cost Description: The channel group the cost should be applied against.

    • Currency: Select the currency of the cost.

    • Amount: Input the cost amount (e.g. if a period of 'monthly' was selected, this will be the monthly amount to you).

  4. Repeat for additional costs and select ‘Submit Data’.

  5. Your data will sync overnight and appear in your report.

To remove costs, identify the file under ‘My Imported Data’ in the custom data import tab and select the delete button.

Alternatively, fill out the cost data offline by downloading the csv template file.

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