Transaction Integration Overview
Rokt provides a few different ways for you to receive your transaction data and we can accommodate the one that makes the most sense for you and your business. Common methods are Real-time API or CSV files via FTP. Read on for more information about each.
Real-Time API
An Automated Programming Interface (API) is a set of requirements that govern how one application can talk to another. In layman terms, an API allows Rokt to automatically share data with your CRM as it is collected.
Clients that have an existing API system in place with technical support who want to receive transactions in real-time should consider integrating with the Rokt platform using this method.
Learn about setting up an API with Rokt.
Scheduled Deliveries
Rokt can schedule referral delivery to be sent in batches at regular intervals that suit you and your business. We support these scheduled sends via FTP.
We provide a large number of fields for each consumer (transaction) that engages on your site and what they opted into. This can help you optimize your site for each audience.
You can also create custom fields to change the data that we provide if you would prefer it in another format (e.g., ‘Male’ instead of ‘M’). Learn more about creating custom fields in this article.
Only the new transactions generated since the last send will be sent to ensure you do not receive duplicates.
File Transfer Protocol
File Transfer Protocol (FTP) is a network protocol that provides access, file transfer and file management functionalities. In layman's terms, an FTP allows Rokt to run over a secure channel to transfer and/or collect data files over a secure channel.
Learn about setting up FTP referral delivery with Rokt.
As a security measure, we will soon remove support for FTP, and will continue to support data access via SFTP and FTPS.
Manual Export
However, you like to have your referrals delivered to you, all of your data will always be accessible on the Rokt platform by going to Customer Data > Referrals > Export. This is useful for when you would like to look at all of your referrals over a certain time frame, or if you think you’ve missed something.
If something did go wrong, such as an API failing or you accidentally deleted an email, don’t worry! You can always log in to Rokt and download all of the customers you’ve acquired over the course of any of your campaigns.