Why Do I Need To Import Transactions?

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.
​

    • Related Articles

    • 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 ...

    • Which Format Do You Support When Importing Transactions?

      We do not have a pre-defined, preferred format. 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 ...

    • 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 ...