Setup & Deployment
What Type Of Support Is Available For NetSuite?
This article assumes you've already setup a connection to NetSuite. Next, click on Transaction > Add Transactions and select NetSuite. Here is a basic SuiteQL query: SELECT T.*, TO_CHAR(T.lastmodifieddate, 'YYYY-MM-DD HH24:MI:SSxFF') AS ...
Who Can View Whose Commission Statement (Permissions / Hierarchies)?
This article describes rules applied to determine who can view whose commission statement. First, to allow user A to view the commission statement of user B, you need to either a/ define a team hierarchy or b/ a direct manager hierarchy. Learn more ...
What Type Of Support Is Available For PostgreSQL?
By adding a PostgreSQL connection to your workspace, you can: Automatically import and sync sales transactions to your workspace We support any SQL query as long as we can incrementally retrieve data (details below) Newly created PostgreSQL records ...
Can I Use Restricted Keys For Stripe Access?
When you add a Stripe connection to your workspace, you can choose to use a restricted key. This allows you to safeguard your Stripe environment by: Limiting access to read-only mode Limiting access to those entities required to calculate commissions ...
What Type Of Support Is Available For Snowflake?
By adding a Snowflake connection to your workspace, you can: Automatically import and sync sales transactions to your workspace We support any SQL query as long as we can incrementally retrieve data (details below) Newly created Snowflake records ...
What Is Direct Access?
Sales Cookie's authentication uses strong security measures by default: Users must complete the authentication flow each time they connect. Users must provide a strong proof of identity, such as a correct email & password, a valid Google ...
How Do I Get My Dynamics CRM Service URL?
To obtain a Microsoft Dynamics CRM Service URL, follow these steps. In Dynamics CRM, go to Settings and expand the drop down: Click on Customizations: Click on Developer Resources: Copy the Organization Service URL:
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 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 ...
How Do Custom Variables Work?
Custom variables (also known as custom properties) help you define values which change over time. Custom variables are essential to Sales Cookie's ability to calculate commissions en-masse. Custom variables also help you manage various ...
How To Allow Managers Permission To View Rep Statements?
To allow user A to view the commission statement of user B, you can: Set B's direct manager to A Edit the user Set field "Direct Manager" Create a permission team Set A as the manager Set B as a team member Learn more about the difference between ...
What Type Of Support Is Available For Stripe?
By adding a Stripe connection to your workspace, you can automatically import and sync sales transactions to your workspace We support charges, invoices, refunds You will need to map fields the first time you import transactions Newly created Stripe ...
How Can I Use The CSV Upload API?
This article is about CSV transaction upload API. This is by far the easiest way to upload sales transactions, and it is also blazing fast. About 1-3 lines of code are required to upload transactions. All you need to do is prepare a CSV file and then ...
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 ...
How Can I Use the Full Transaction Import Rest API?
This article is about the full transaction import REST API. Click here for more options. Importing Sales Transactions To import transaction data, follow these 3 steps: Step 1 - Get your API key Step 2 - Prepare for import by mapping your fields to ...
How Can I Use The Zapier Integration?
The Zapier integration provides access to: A "Create Transaction" Action This allows you to add or update sales transactions within Sales Cookie. For example, you could create a Zap which calls this action when a new invoice or opportunity is created ...
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 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 ...
What Type Of Support Is Available For QuickBooks Desktop?
All editions of QuickBooks Desktop are supported: Pro, Enterprise, etc. By adding a QuickBooks connection to your workspace, you can: Automatically import users into your workspace We will detect users who are already present within your workspace ...
What Type Of Support Is Available For QuickBooks Online?
By adding a QuickBooks connection to your workspace, you can: Automatically import users into your workspace We will detect users who are already present within your workspace and only suggest adding missing ones You will be able to review and edit ...
Which Personal Incentive Dashboard Settings Are Available?
Here are the steps to customize personal incentive dashboards: Login to your workspace On the left pane, click on "Settings > Dashboards" Click on the "Settings" tab (if needed) Here are available settings: Announcements This option on the ...
Do I Need To Install Anything?
You do not need to install anything because our solution is 100% cloud based. You can create an online account and start working immediately. One situation where you would "install" anything is if you want to automatically sync sales transactions ...
What Type Of Support Is Available For SalesForce?
By adding a SalesForce connection to your workspace, you can: Automatically import users into your workspace We will detect users who are already present within your workspace and only suggest adding missing ones You will be able to review and edit ...
What Type Of Support Is Available For Microsoft Dynamics CRM?
By adding a Microsoft Dynamics CRM connection to your workspace, you can: Automatically import users into your workspace We will detect users who are already present within your workspace and only suggest adding missing ones You will be able to ...
How Do I Build And Review My Team Hierarchy?
To build your sales team or territory hierarchy, you can: Create new teams (lean more here) When creating a new team, specify a parent team The parent team is available on the "Overview" tab of each team's form Once your team's hierarchy has been ...
What Can Participants Do?
Users with the participant role do not have access to any management aspect of your workspace. All they can do is access their personal incentives dashboard. However, some participants may be able to view other user's personal incentives dashboards: ...
What Is A Team?
Teams and territories are handled the same way and represent a hierarchical group. Use teams to represent your sales organization's hierarchy, specify performance targets, or control how rewards should be split between team members. Good to know: ...
What Can Full Admins Do?
Users with the full admin role have unlimited access to all entities in the workspace - including all hidden plans (and their related calculations, credits, rewards). The following table summarizes what full admins can do: To learn more about ...
How Can I Add Users To A Team?
You can add users to teams from different places: From a user form: Login to your workspace On the left pane, click on "Users > All Users" Search for the user Click on the user row Click on the "Teams" tab (if needed) Click on "Add to Teams" in the ...
Who Is The Sender Of User Invites Emails?
When adding users, we use the following to send invitation emails: The sender's email is info@salescookie.com The sender's display name is set to your own user name The reply-to address is your email address Using your own name as a display name is ...
How Can I Change A User's Role?
Here are the steps to change a user's role: Login to your workspace On the left pane, click on "Users > All Users" Search for the user to update Click on the user row Click on the "Overview" tab (if needed) Select a new value for "Access Level" Click ...
How Can I Delete A Connection?
Here are the steps to delete a connection: Login to your workspace On the left pane, click on "Settings > Connections" Click on the connection to delete Click on "Delete" The connection will be deleted Automated Imports If automated (recurring) ...
Who Can Create, Edit, Or Delete Connections?
Only full admins can create, update, or delete connections. Limited admins cannot create, update, or delete connections. To learn more about different roles, click here. To learn more about limited admins, click here.
Who Can View Connections And Their Details?
Only full and limited admins can view connections. Note that credentials are read-only and masked. They can never be retrieved back by the web page. There is currently no way to hide connections from specific limited admins. To learn more about ...
How Can I Add Users?
You can use the following methods to add users: Manually using Quick Add Add a single user by filling a form You can copy/paste data from any spreadsheet editor Manually using Bulk Add Edit a spreadsheet directly from the web interface You can ...
Which Aliases Are Automatically Created?
When you add a user, we automatically create aliases such as: "Last Name, First Name" "First Name, Last Name" "Email Address" etc. When you create a team, we just create one alias with the team's name. This is designed to reduce data entry. You can ...
How Can I Delete A Team?
Here are the steps to delete a team: Login to your workspace On the left pane, click on "Teams > All Teams" Search for the team to delete Click on the team row Click on "Delete" The team will be deleted To learn more about the effects of deleting a ...
How Can I Deactivate A User?
Here are the steps to deactivate a user: Login to your workspace On the left pane, click on "Users > All Users" Search for the user to deactivate Click on the user row Click on the "Overview" tab (if needed) Click on "Deactivate" The user is ...
How Can I Delete A User?
You cannot delete users. However, you can deactivate them. To learn more about what happens when you deactivate a user, click here. To learn more about when to deactivate users, click here.
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