How to Use the Offline Event Uploader Tool

The Offline Events Uploader Tool lets you upload offline customer data (like leads, purchases, or service) right inside BuyerBridge to four platforms at once. Those events can then be matched back to people who viewed or clicked your ads, so you can measure real results beyond clicks.

🚨Important: BuyerBridge encrypts and protects customer data during this process. Platforms receive hashed data for matching—raw contact details aren’t exposed.

Quick links

What are Offline Events?
Before you start
Step 1: Find the Offline Events Uploader
Step 2: Upload + validate your file
Step 3: Check Upload Status

What are Offline Events?

Offline Events are customer actions that happen “off the website,” like:

A purchase
A service appointment / RO
A lead that came in by phone, walk-in, or another system

Uploading these events helps you answer the big question: “Did our ads influence real business?”

Before you start

Here’s what you’ll want ready:

A CSV file (required)
Events that are one event type per file (example: only Purchases in a file)
At minimum, include a name and one strong identifier (email or phone)

Export your customer data

Log into your CRM / DMS / data provider.
Export the list of events you want to measure.
- Example: “Purchases from last month” or “Service ROs from last month”
Save the export as a CSV.

💡 Pro tip: Keep your export clean. Remove test records, blanks, and duplicate rows when possible.

Prep your CSV for a higher match rate

Your match rate depends on how well platforms can identify the customer.

File rules (important)

CSV format only
No empty column headers
No duplicate column header names
One file = one event type
Use clear, consistent formatting (especially emails + phone numbers)

Minimum recommended fields

At minimum, include either:

full_name (or first_name + last_name)

AND
email or phone

Best-practice fields for stronger matching

The more reliable identifiers you include, the better the match rate usually gets:

email, plus email_2 / email_3
phone, plus phone_2 / phone_3
date_of_birth
Address fields: street, city, state, postal_code, country

Match Rate “power moves” ✅

Use both email + phone when possible
Make emails lowercase (example: name@email.com)
Use phone numbers in a consistent format (include country code if you can)
Add DOB + ZIP when available

Field descriptions (what to put in each column)

Use the Field Descriptions link inside the upload box anytime you need a refresher. Here are the key fields your file can include:

Field	When it matters	What it means
full_name	Helpful when first/last missing	Full name (system may split into first/last)
first_name	Required if full_name missing	Customer first name
last_name	Required if full name missing	Customer last name
email	Required if no phone	Primary email
email_2, email_3	Recommended	Extra emails to improve matching
phone	Required if no email	Primary phone
phone_2, phone_3	Recommended	Extra phones to improve matching
date_of_birth	Recommended	DOB can be a strong match signal
street	Recommended	Primary address
state	Recommended	Primary state
country	Used if not set	Defaults to dealer’s country if missing
postal_code	Recommended	ZIP / postal code
date	Recommended	Event date (defaults to today if missing; can’t be older than 62 days)
vin	Optional	VIN tied to the event (if relevant)
value	Optional	Value of the transaction (local currency)
currency	Optional	Currency code (defaults if not supplied)

Step 1: Find the Offline Events Uploader

In BuyerBridge, open the left-side navigation.
Click Offline Event Uploader (or Upload Offline Events, depending on your menu layout).

Step 2: Upload + validate your file

Drag and drop your CSV into the upload box (or click to select).
Choose the Event Type for the whole file (example: Purchase or Service).
Select the platforms you want to upload to:
- Meta
- TikTok
- Snapchat
- Pinterest
Optional: Turn on Send me a Notification and add recipients.
Check the box to agree to BuyerBridge data usage policies.
Click Validate File.

Fixing validation issues

After validation, you may see:

Fatal errors → rows won’t upload (platform will reject them)
Warnings → rows can upload, but matching may be weaker

You can fix the file and re-upload, or continue if warnings are acceptable.

Step 3: Check Upload Status

After upload, scroll to the Upload Status table.

Search or Sort by:

Platform
Event Type
Upload Time
Processed At
File/Upload Tag
Status

Here’s what you’ll see:

Status (example: Completed, Processing)
Upload time and Processed at
File / Upload Tag (helps you identify what you uploaded)
Pre-Processing KPI (example: “received vs sent” and a %)
Match Rate (platform-provided matching details when available)

What “Pre-Processing” means

This shows how many rows BuyerBridge:

Received from your file
Sent forward to the platform
The % is a quick “health check” that your file is clean and usable.

What “Match Rate” means

Match Rate is how many events were successfully matched to platform users after processing (example: “valid / matched”). Higher match rate = stronger matchback reporting.

💡 Pro tip: If Match Rate is lower than expected, go back to your CSV and add more identifiers (extra email/phone, DOB, address fields).