Frequently Asked Questions
How Can I Integrate With My Existing ERP / CRM System?
If your system is not listed under our current Integrations, you have four options.
First, you can always import sales transactions using CSV data.
Second, you can deploy a web page, from which we will pull transactions every hour.
Third, you can use our web API to automatically import sales transactions.
Fourth, if you use Zapier, you can use our Zapier action to connect your system and create sales transactions.
For more information, refer this KB article
to review all available options.
Most implementations require an IT department or developer and take 4-8 hours.
Do My Imported CSV Files Need To Be In a Specific Format?
No. You can use your own format.
We will automatically detect content and map fields.
For example, if your CSV data contains country names, we will automatically map those to sales territories.
Of course, you can always override mappings. Finally, we remember your mappings, so when later you need to import more data, you don't need to map fields over and over again.
How Can I Integrate With My Existing Payroll System?
You have four options.
First, you can always export payouts as CSV data, which you can then process manually.
Second, you can deploy a web page, which we will post payment information to when you release rewards.
Third, if you use PayPal, you can use our native Mass Payment integration to pay vendors, agents, etc.
Fourth, if you use Zapier, you can use our Zapier trigger to connect to your payroll system and process payouts.
What Do Exported Payment CSV Files Look Like?
When you export commission payment information from Sales Cookie, we generate a CSV file with all necessary details.
You can export information about credits (a list of sales transactions, credited users, and credited amounts).
You can also export information about payments (a list of commission payouts, beneficiaries, and goal attainment).
Will My Integration Be Secure?
When you configure integrations, you can specify a secret which is only known to you.
You can revoke access any time.
Also, all data is encrypted when transferred and stored.