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›Transactions

Overview

  • Introduction

Getting started

  • Glossary

Administration

  • Account settings
  • User management
  • Billing - Rokt Acquire

    • Billing & payment for campaigns
    • Invoicing & payment for monetization
    • Financial responsibility assignment
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    Billing - Rokt Commerce

    • Billing & payment for campaigns
    • Invoicing & Payment for monetization

Campaigns

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  • Campaign status guide
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  • Audiences

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    Creatives

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    • Linking creatives to audiences
    • Effective creative copywriting

    Nurture

    • Creating Nurture Journeys
    • Creating emails

    Coupons

    • Sending coupon codes
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    Campaign policies

    • Policy overview
    • Quality consent
    • Transparency accuracy
    • Editorial requirements
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Transaction

    Pages

    • Pages

    Placements

    • Placements

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    • Campaign & marketplace controls
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    Audiences

    • Audience targeting

Rokt Calendar

  • Overview
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Reporting & measurement

    Performance - Rokt Acquire

    • Conversion attribution
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    Performance - Rokt Commerce

    • Transactions Dashboard

Data integrations

    Events

    • Import via Rokt SFTP
    • Import via measurement providers
    • Manual import

    Referrals

    • Overview
    • Export via API
    • Export via Rokt SFTP
    • Export via client SFTP
    • Export via email
    • Export via Mailchimp
    • Export via Sailthru
    • Export via Zapier
    • Manual export

    Transactions

    • Overview
    • Export via API
    • Export via Rokt SFTP
    • Export via client SFTP
    • Export via email
    • Manual export

    Custom audiences

    • Overview
    • Import via Rokt SFTP
    • Import via CSV (email)
    • Import via CSV (ZIP code)
    • Import via Mailchimp
    • Import via Zapier

    Unsubscribes

    • Export via API

    Advanced guides

    • Rokt SFTP setup
    • Rokt Tracking ID for attribution
    • Tracking application installs
    • Rokt IP addresses
    • Hashing sensitive data
    • Custom field management
    • Managing templates
    • Google Tag Manager integration
Edit

Manually exporting transactions

However you like to have your transaction data delivered to you, all of your data is always accessible on the Rokt platform by going to Customer Data > Transactions > Export.

If something goes 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.

Rokt offers downloadable data in CSV format. To download:

  1. From the left navigation, click Customer Data.
  2. Select Transactions.
  3. Choose the placement that you want to view transaction data for.
  4. Adjust the date range in the top navigation bar.
  5. Click Export Data.
  6. Your export will immediately begin downloading to your computer. Depending on the number of records in the report, it may take a little while to complete. You should be able to open the CSV files into most common spreadsheet applications.

Transaction Export Manually

Note: A maximum of 100,000 records can be downloaded at once.

Customizing export data fields

The export uses a default template containing the key fields for your transactions. In needed, you can customize what data you export by adding, removing, and reordering the columns.

  1. From the Template dropdown, select Create new template.

    Transaction Export Manually

  2. On the screen that appears, use the drop-down menu to add or remove data fields.

    Transaction Export Manually

  3. Update the order of columns in the export file by dragging and dropping the fields.

    Transaction Export Manually

  4. Click Save as and enter a template name, if you want to use this template for future exports.

    Transaction Export Manually

  5. Click Export to download your data to a CSV file.

    Transaction Export Manually

← Export via emailOverview →
  • Customizing export data fields
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