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: QuickBooks, HubSpot, SalesForce, Stripe, Chargebee, Xero, Dynamics, etc. (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"