Prepare Your Data for Optimove- Forex

Required Data Tables

The following data tables describe the content, format, and labels of the required data.

Customers – Each row describes the attributes of a single customer
Assets – Assets IDs and their associated textual names and category
Positions – Each row describes a single position
Transactions – Each row describes a financial transaction

Important*:* All monetary figures must be converted into a single consistent currency.

Customers

Key	Field	Data Type	Description
PK	Customer_ID**	string/int	Unique customer identifier
	Registration_Date**	date	Date the customer registered
	Email*	string	Mandatory when using Optimail or if required by external ESP
	Mobile_Number*	string	Mandatory if required by external service provider
	Date_Of_Birth	date	Customer’s date of birth
	Is_OptIn	string	Determines whether it is acceptable to send promotional messages to the specified player. Should hold the values 'Yes' or 'No'.
	Allow_Email*	string	Determines whether sending promotional Email messages to the specified email address is acceptable. Should hold the values 'Yes' or 'No'.
	Allow_SMS*	string	Determines whether sending promotional SMS messages to the specified mobile address is acceptable. Should hold the values 'Yes' or 'No'.
	Allow_Push*	string	Determines whether sending promotional Push messages to the specified mobile number is acceptable. Should hold the values 'Yes' or 'No'.
	Is_Email_Verified	string	Determines whether the email address is verified. Should hold the values 'Yes' or 'No'.
	Is_SMS_Verified	string	Determines whether the mobile number is verified. Should hold the values 'Yes' or 'No'.
	Is_Blocked	string	'No’ = regular customer; 'Yes’ = blocked customer (e.g. fraud)
	Is_Test	string	'No’ = regular customer; 'Yes’ = test customer
	Gender	string	Customer’s gender. Must hold values ‘Male’, ‘Female’, ‘Unknown’
	Country	string	Customer’s country
	City	string	Customer’s city
	Address	string	Customer’s address
	First_Name	string	Customer’s first name
	Last_Name	string	Customer’s last name
	Language	string	Customer’s language
	Balance	Decimal/int	The monetary value of a customer’s current balance
	Brand_Name	string	When multiple brand platforms exist
	Alias	string	User name
	Currency	string	Customer’s currency
	Referral_Type	string	The method by which the player was referred to your site (e.g., SEO, Affiliate, Advertising, Marketing, etc.).
	Affiliate_ID	string	Affiliate identifier or name
	Registered_Platform	string	The platform the customer had registered with (e.g. Web, Android App, iOS App, etc.)
	Last_Login_Date	date	The date of the customer’s last login to the website
	Allow_Whatsapp	string	Determines whether sending promotional WhatsApp messages to the specified mobile number is acceptable. Should hold the values 'Yes' or 'No'.
	LastUpdated	date	Date when the record was last modified or added (Mandatory in case of DB to DB connection)
	Is_Optin_Email_Time_Stamp*	Timestamp	Determines when it is acceptable to send promotional Email messages to the specified email address in case of approval

Notes:

Please include any additional information that you find helpful
IsOptinEmailTimeStamp* - In case Optimove will manage the “unsubscribe” for the Opti-Mail integration please include an additional column to describe when the customer opts in \ out, in order to allow perfect sync with the daily batch.

*=Mandatory if required for the execution channel integration

**=Always mandatory

Assets

Key	Field	Data Type	Description
PK	Asset_ID**	string	Unique asset identifier
	Asset_Name	string	Asset name (e.g. USD/EUR, Gold, Apple)
	Asset_Category	string	Asset category (e.g. Currencies, Indices, Commodities, etc.)
	Update_At	date	Date when the record was last modified or added (including status changes)

Note: Please include any additional information that you find helpful.

** Always Mandatory

Positions

Key	Field	Data Type	Description
PK	Position_ID**	string	Unique position identifier
	Customer_ID**	string	Unique customer identifier
	Investment_Amount**	decimal	The amount invested in the position by the customer
FK	Asset_ID	string	Unique asset identifier
	Position_Open_Date**	date	Position open time
	Position_Close_Date	date	Position close time
	Leverage	decimal	Customer Leverage. Shouldn’t be negative.
	Customer_Profit	decimal	The amount won (Positive) amount lost (negative)
	Net_Revenue	decimal	Customer net revenue
	Position_Status	string	Indication of position status (e.g. Open, Closed,)
	Platform	string	The platform used to open the position. Should hold ‘Web’, ‘Mobile’, other Forex possible platforms.