Automations > Signal

Tutorial: How Do I Export A Pricing Rules Recipe Through An API (Signal)?

 

This tutorial is interactive. To move to the next step, please follow the prompts showing you where to click, or use the < and > arrows along the bottom.

 

15 STEPS

1. In this tutorial you will learn how to export your recipe via your API.

EDITED recommends collaborating with your dedicated Customer Success team to determine the best process for API delivery.

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2. From the Recipe landing page, click Exports.

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3. Under the API section, click Schedule.

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4. You will be required to add the Export Name.

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5. Next you must select the Access Key.

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6. Similar to scheduling emails you can now select the Export Type Publish frequency and reporting period.

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7. You have two Delivery Methods to choose from:

Collect from Dynamic Action API or
Deliver to Client endpoint.

Your Customer Success team will advise on the best option for you.

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8. Select Export Fields you want to include in your API report.

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9. In this example we have selected Product ID which now appears in the Selected Export Fields column.

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10. Once you are happy with your API set-up click Schedule Export.

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11. You can also manage your API exports.

Click Exports.

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12. Click Manage.

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13. You can view and access My Exports as well as All Exports, which includes any exports scheduled by colleagues in your business.

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14. Click the box next to the export name.

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15. You can now have the option to edit or delete this export.

You have now completed the tutorial.

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Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2539004/Pricing---Pricing-Rules---Signal---How-To-Export-A-Recipe-Through-An-API