What Are Some Pre-Requisites For Using Sales Cookie?

What Are Some Pre-Requisites For Using Sales Cookie?


There are no pre-requisites to using Sales Cookie. 

We do NOT require any of the following:
  • Provisioning servers
  • Setting up new permissions in your environment
  • Purchasing additional software / hardware
  • Providing a credit card at sign up

You can start automating sales incentives in a matter of hours.

Here is an example of a typical setup:
  1. Create a new production workspace
  2. Add users
  3. Create teams
  4. Import transactions (ex: from a CSV file)
  5. Design a new incentive plan
  6. Start a calculation
  7. Review calculation results (ex: create reports)

If you use a system such as QuickBooks, HubSpot, SalesForce, Stripe, Chargebee, Xero, Dynamics, etc., we offer native integration, allowing you to automatically import users and transactions. The integration is very easy - but does require you to gather SalesForce / Dynamics CRM / HubSpot / QuickBooks / Stripe credential information to configure the connection. For other types of sales or accounting systems, you can deploy a Web Endpoint connection to automate transaction upload. This requires you to deploy a single, secure web page. We also offer an option to fetch CSV files from an FTP site.

To learn more about connections, click here.
​

    • Related Articles

    • How Does Sales Cookie Retrieve SFDC Data?

      Securing Access When you add a SalesForce connection to your workspace, you specify an account to use for authentication purposes. You can restrict permissions as needed, for example: Only grant this account read-only access Only grant this account ...

    • 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 ...

    • 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 ...

    • How Can I Use The Transaction Import API?

      The data import API allows you to create (or update) sales transactions within Sales Cookie using HTTP requests. Three options are available to import sales transactions using an API: Use the CSV Upload API (easiest) Manually upload a sample CSV file ...

    • 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 ...