Onboarding to Catalog via EDI

This guide walks you through onboarding to Rokt Catalog as a Brand using EDI (Electronic Data Interchange).

Sign up for Catalog

Navigate to catalog.rokt.com/signup to create an account. Or, if you were invited via email by a Partner, accept the invitation by selecting Get Started.

Create your account

1. Enter your Brand name along with the email and password you want to use to log in, then select Create account.
2. Select Sign up as a Brand.

Complete in-app onboarding

After your account is created, you'll be prompted to complete the onboarding steps. To complete onboarding you need to add:

1. Brand name and website that Partners see.
2. EDI information:
   • ISA ID
   • ISA ID Qualifier
3. Email contacts:
   • Primary contact — receives all communication from Catalog.
   • Customer service contact.
   • Additional collaborator emails — anyone else you want to have access to your Catalog account.
4. Business location.
5. Set Partner commission:
   • This is the percentage your Partners earn on sales of your products.
   • Standard rates vary between 35% and 40%.
6. Shipping policy:
   • Shipping costs you would like Partners to pay on average.
   • Your average fulfillment time.

List your products on Catalog

To import your products to Catalog, you can either complete the test scenarios for 832 and 846 from your system of record (detailed in the Pre-Launch steps and test scenarios article), or upload your products via CSV under the Catalog page within the Catalog app.

note

Do not edit the CSV format when adding your products — this causes the upload to fail. Read more about Catalog's CSV requirements.

Next step

Onboarding to Orderful

You might also find these helpful

• Referring a Brand
• Pre-Launch steps and test scenarios