RECOVER CSV TEMPLATE PACK
=========================

Nine header-only CSV files for the Recover CSV Revenue Leak Audit.
Fill them in, then upload them in Recover for a CSV Revenue Leak Audit
(included in the free trial). No mailbox access needed.
Prefer a spreadsheet? Use the free Google Sheets customer data template instead:
https://docs.google.com/spreadsheets/d/1FjAFzyP-EqNTqOJlDSIGaquGddpeDqo86kZy5-tVKnQ/copy

FILES (do not rename the files or change the column names or their order)
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customers.csv      id,name,domain,email,phone,industry,status,first_seen_at,last_activity_at,total_revenue
quotes.csv         id,customer_id,number,amount,currency,status,sent_at,answered_at,followup_count,last_followup_at
invoices.csv       id,customer_id,number,amount,currency,status,issued_at,due_at,paid_at,amount_paid
payments.csv       id,invoice_id,amount,paid_at,method
contacts.csv       id,customer_id,name,email,role
contracts.csv      id,customer_id,title,value,currency,start_at,end_at,renewal_type,status
activities.csv     id,customer_id,type,summary,occurred_at
email_threads.csv  id,customer_id,subject,message_count,direction_last,last_message_at
emails.csv         id,thread_id,direction,from_name,from_email,subject,snippet,amount,currency,occurred_at,has_attachments,body_text

FILL-IN RULES
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1. Dates and times: ISO 8601 in UTC, for example 2026-09-15T14:30:00Z
2. Amounts: plain numbers only, no currency symbol and no thousands separator.
   Write 46000 or 12500.50, not "AED 46,000".
3. Currency: the three-letter ISO code, for example AED, SAR, QAR, KWD, BHD, OMR, USD, EUR.
4. Dropdown values are lowercase and must be one of:
   customers.status          active | dormant
   quotes.status             sent | answered | rejected | won | expired
   invoices.status           sent | paid | overdue | partially_paid | void
   contracts.renewal_type    annual | monthly | none
   contracts.status          active | expired | renewed
   activities.type           call | meeting | note | email
   email_threads.direction_last and emails.direction
                             inbound | outbound
5. emails.has_attachments: TRUE or FALSE (uppercase).
6. emails.body_text: leave it empty for the web upload. The snippet is enough.
7. ids: any unique text per row (for example C-001, Q-2026-031). Use the same id
   in the linking columns: quotes.customer_id = customers.id,
   payments.invoice_id = invoices.id, emails.thread_id = email_threads.id.
8. Leave a cell empty when you do not know the value. Do not write "N/A".
9. Save as CSV with UTF-8 encoding.

Fill in the files you have data for. The more you add, the more leaks the audit
can check: quotes for forgotten quotes, invoices and payments for overdue
invoices, contracts for renewals, customers and activities for dormant customers,
and email threads for unanswered enquiries.

Nothing is ever sent without your approval.
Recover, a product of MindBridgeXR Inc.
