Transaction integration overview
There are a few ways for you to receive your transaction data. We can accommodate the one that makes the most sense for you and your business. The most common methods are real-time data via API or CSV files via File Transfer Protocol (FTP). Read on for more information about each.
Real-time API
An API is a set of requirements that governs how one application can talk to another. In this case, an API allows Rokt to automatically share data with your CRM as it is collected.
Partners that have an existing API system and technical support to help with the integration should consider using APIs to get their data in real time.
Learn about setting up an API with Rokt.
Scheduled deliveries
Rokt can schedule data deliveries to be sent in batches at regular intervals that suit you and your business. We support these scheduled sends via FTP.
You can choose to receive a number of fields for each customer completing a transaction and what types offers they opted in to. This can help you optimize your site for different audiences.
You can also create custom fields to add or change the data in the batch files. Learn more about creating custom fields.
Only new transactions generated since the last send are included so you don't receive duplicates.
File Transfer Protocol
File transfer protocol (FTP) is a network protocol that provides access, file transfer, and file management functionalities. In other words, an FTP allows Rokt to send or receive data files over a secure channel.
Learn about setting up FTP delivery with Rokt.
Note: As a security measure, we will soon remove support for FTP, and will continue to support data access via Secure File Transfer Protocol (SFTP) and FTPS.
Manual export
However you like to have your data delivered to you, all of your data is always accessible on the Rokt platform by going to Customer Data > Transactions > Export. This is useful for when you would like to look at all of your transaction data over a certain timeframe, or if you think you’ve missed something.
If something does go wrong, such as an API failure or an email being deleted, don’t worry! You can always log in to Rokt and download all of your transaction data at any time.