How Can I Automate My Transactions Imports?

How Can I Automate My Transactions Imports?


Applicability
This article applies to the following situation:
  • You have been performing manual transaction imports using CSV files
  • You have a source sales or accounting system with sales transactions
  • You want to automate transaction import into Sales Cookie
  • You don't want to use API calls

Explanations
To enable automatic import of transactions, you need to:
  • Add a connection
    • Follow steps listed here
    • Example: SalesForce, Dynamics CRM, HubSpot, QuickBooks, FTP, Stripe (we provide native support for those)
    • Example: a sales or accounting system (you can deploy a web endpoint)
  • Import transactions
    • Follow steps listed here
    • Make sure to select "Import Transactions Automatically"

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