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 to those matching a specific condition (ex: order status must be closed).

We provide different ways to ingest sales transactions - from CSV files, from CRM and accounting systems (ex: QuickBooks, HubSpot, SalesForce, Stripe, Chargebee, Xero, Dynamics, etc.), from FTP, from databases (ex: PostgreSQL, Snowflake, etc.), from APIs (ex: upload API, Zapier), from Web Endpoints. This allows you to securely import sales transactions from any sales or accounting system (even those only accessible within your intranet). You can even make the import fully automated.

To learn more about the meaning of "transaction", click here.
To learn more about how to import transactions, click here.
To learn more about how Web Endpoints can help you import data from any sales or accounting system, click here.