How to Pass Sales Data in to Ruler Analytics
There are a few options available when sending your Revenue and sales data back into Ruler Analytics, allowing you to Close the Loop regardless of your dev resources.
Directly Pass Data from your CRM into Ruler
With our Zapier Integration, we have the ability to receive sales data directly from your CRM as soon as the deal is marked as Closed/Won.
Take a look here to see if your CRM is one of the 100’s of apps we can directly hook into.
Import your Revenue into your Ruler Analytics Dashboard
If you have your sales data available in a CSV format, you can import your data straight away into your Dashboard via the Imports feature.
Take a look at our guide on how to format and upload your Revenue.
Email your Sales data via a CSV to be uploaded to Ruler Analytics
This method works well for weekly / monthly reports which allows you to automate your revenue upload.
Take a look at our guide on how to format and email over your Revenue CSV.
Send your Sales data to Ruler Analytics using Webhooks
You can send your sales data to Ruler directly using our Revenue Web hook.
Please take a look at our developer webhook documentation here.
For more information on passing your sales data into Ruler get in touch today, we will be happy to help.