How Can I Import Sales Transactions Via FTP
The FTP connection allows you to upload CSV files as transactions within Sales Cookie.
Here are the steps to add an FTP connection:
- Login to your workspace
- On the left pane, click on "Settings > Connections"
- Click on "FTP Server"
- Enter your server name, user, and password
Using secure FTP is recommended and supported. We recommend you provide an FTP server which meets your own security, user access, and backup requirements. If you cannot provide an FTP server, contact support.
Once you have added an FTP connection, you can drop CSV files with specific names, under specific file paths. You can then go to Transactions > All Transactions and import from FTP once, or setup a hourly recurring import job. You will be asked to provide a file path when importing transactions from FTP.
You can import data from multiple data sources from the same FTP server. For example, you could import AE opportunities and SDR calls using two separate CSV files. You should use consistent names when dropping files (ex: do not include a date in the file name).
How Can I Import Transactions?
For programmatic import options, click here. You can use the following methods to add transactions: Manually or automatically from CSV files Manually upload CSV files containing sales transactions Automatically by having us fetch CSV files from FTP ...
How Can I Programmatically Import Sales Transactions?
For non-programmatic import options, click here. Three options are available: You can use a Web Endpoint. Using this model, you deploy a web page, from which we securely pull transaction data. We will query your web page at least every hour. You can ...
Why Do I Need To Import Transactions?
In order to efficiently determine sales performance and calculate incentive rewards, Sales Cookie requires sales transactions to be imported. For each incentive plan you design, you can specify a saved query, which will filter imported transactions ...
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 ...
Which Format Do You Support When Importing Transactions?
We do not have a pre-defined, preferred format. You can import transactions using any CSV file, SalesForce view, Dynamics CRM view, HubSpot, QuickBooks, Stripe, FTP, Web Endpoint, etc. You can also import multiple batches of transactions using ...