How Often Do Automated Transaction Imports Run?
When you configure automated import of sales transactions from connections, we will retrieve new (and updated) transactions every hour. Those imports are performed in the background, and do not result in user notifications (so as to avoid excessive "noise"). However, if the import fails to run, we will notify you via system alerts.
To learn more about how to monitor data synchronization, click here.
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How Can I Manage My Automated Transaction Imports?
Applicability This article applies to the following situation: You have configured a connection from a system such as SalesForce, Dynamics CRM, HubSpot, QuickBooks, FTP, Stripe You configured automated (recurring) imports of transactions from your ...
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 ...
How Is Multi-Source Transaction Data Handled?
Sales Cookie stores transactions in a data pool. If you import data from multiple data sources (each with different field names), you can: Refer to original field names (from each data source) BUT ALSO Work across data sources via mapped system ...
What Is A Transaction?
A transaction is any compensable event you may want to use to measure sales performance. Transactions can be: A list of orders A list of purchases A list of opportunities A list of refunds Any type of compensable events (ex: sales qualification, ...
How Can I Use the Simplified Transaction Import Rest API?
This article is about the simplified transaction import REST API. Click here for more options. Importing Sales Transactions To import transaction data, follow these 2 steps: Step 1 - Get your API key Step 2 - Import transactions by making a POST call ...