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    Customer Adoption Data Export Fields & Definitions
    • 12 Jun 2024
    • 2 Minutes to read
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    Customer Adoption Data Export Fields & Definitions

    • Updated on 12 Jun 2024
    • 2 Minutes to read
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    Article summary

    Once you’ve downloaded the Customer Adoption Data Export, your CSV file will be filled with a range of columns designed to give you a detailed understanding of how customers are engaging with Versapay.

    Scroll down to explore a comprehensive breakdown of each data point included in your export, helping you to better understand and analyze your customers’ activities.

    Column Name

    Definition

    Customer Name

    Name of the customer.

    Customer Identifier

    A unique identifier for each customer.

    Default Email ID

    The primary email address associated with the customer. 

    Status

    Current adoption status of the customer:

    • Not Activated: Customers that have not been invited.

    • Activated: Customers that have been invited to receive notifications but have not entered the site.

    • Invited: Customers that have been invited to receive notifications and sent a welcome email but have not entered the site. The Invited status also has secondary states indicating the state of the email invitation: Invitation Sent, Delivered, Clicked, Invitation Not Known.

    • Express: Customers that have entered the site but have not added a password.

    • Signed Up: Customers that have added a password.

    • Paying: Customers that have made a Versapay payment after signing up, or a Versapay payment was made on behalf of a customer. A customer moves directly from any status to Paying if a payment is made on behalf of a customer via the supplier or some automated payment.

    Date of Status Update

    Date when the customer's status last changed. For example, if the customer's status is 'Invited', this would show the date the customer was first invited. 

    Last Login Date

    The most recent date the customer logged into the Customer Portal. 

    Tags

    Tags associated with the customer. 

    Notification Suppressed

    Indicates if customer notifications are suppressed by the customer. 

    Outstanding Balance

    The current outstanding balance for the customer. 

    Has Saved Payment Method

    Shows if the customer has saved payment methods. 

    Express User First Visit

    Date when an express user first previewed an invoice, if applicable. 

    Parent Company Name

    Name of the top-level parent company in a hierarchy, if applicable. 

    Receives Paper Invoices

    Shows if the customer receives paper invoices, if applicable. 

    Paper Statement

    Shows if the customer receives paper statements, if applicable. 

    Paperless

    Indicates if the customer has opted for paperless billing via the Customer Portal, if applicable. 

    Currency

    The currency used for the customer's transactions. 

    Last Payment Date

    Date of the customer's most recent payment through Versapay. 

    Last Payment Method

    The payment method (bank account or credit card) used for the most recent payment. 

    Last Payment Transaction Status

    Status of the customer's most recent payment. 

    Last Payment Autopay or Checkout

    Indicates if the last payment was made via autopay or during checkout. 

    Payor Email

    Shows the email of the user who completed the payment. 

    Payor Name

    Shows the name of the user who completed the payment. 

    Latest Invoice Date

    Date when the most recent invoice was issued. 

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