Setting Up Other Data Sources
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      3. Setting Up Other Data Sources

      Non-Native Integration Options (CRM/OMS)

      How to integrate your CRM or Order System to Wicked Reports, when a native integration is not available

      List of Options

      1. Route data from a Non-Native Integration to a Native Integration
      2. Webhooks
      3. Zapier
      4. Custom API
      5. HTTP Post
      6. CSV Uploader
      7. Migrate to a Native Integration

      1. Route data from a Non-Native Integration to a Native Integration

      Let's say you use Software X. Software X does not integrate with Wicked Reports.
      However, you also use Software Y. Software Y does integrate with Wicked Reports!

      Are you able to have all of Software X's data sent to Software Y?
      If so, then enable the native integration with Software Y to access your data.

      Example:
      Wicked Reports does not have a native integration with SamCart. However, SamCart sends their data to Stripe. In this scenario, you will natively integrate Stripe with Wicked Reports.

      2. Webhooks

      Some softwares (like Shopify) offer no-code, WYSIWYG webhooks. If your software offers this option, then this an easy way to send data to Wicked Reports without having to bring a middleware software (like Zapier or Custom API) into the picture.

      Example:

      How to Manually Integrate Shopify with Wicked Reports

      3. Zapier (or similar)

      3rd-Party integrators, like Zapier, offer pre-built API connections. Depending on your monthly task load & available tech team, this may be a more affordable, low-maintenance solution instead of building your own custom API.

      How to Create Contacts with Zapier

      How to Create Orders with Zapier


      For help building your Zap, contact support@wickedreports.com. We will connect you with one of our preferred partners to complete the build.

      4. Custom API 

      This option requires custom development, but is a great solution for large and/or customizable task loads.

      Wicked Reports API Documentation

      For help building your API, contact support@wickedreports.com. We will connect you with one of our preferred partners to complete the build.

      5. HTTP Post

      This option may require custom development, unless you use Webhooks by Zapier. Some developers prefer to create HTTP Posts over Custom APIs.

      Creating Contacts With HTTP Post

      Creating Orders With HTTP Post


      For help building your HTTP Post, contact support@wickedreports.com. We will connect you with one of our preferred partners to complete the build.

      6. CSV Uploader

      The CSV Uploader is a great option for the following scenarios:

      1. You do not need fresh data on a live or daily basis
      2. There is an infrequent or insignificant amount of data that needs to be imported
      3. You have a member on your team that can take care of this task for you on a regular basis

      Contact Upload With CSV

      Order Upload With CSV

      If you need a working hand to import the CSV files for you, contact support@wickedreports.com. We will connect you with one of our preferred partners to complete the work.

      7. Migrate to a Native Integration

      If you are not in love with your current tech stack, migrating to a software that has a native integration with Wicked Reports may be a refreshing decision for your business.

      For help migrating softwares, contact support@wickedreports.com. We will connect you with one of our preferred partners to complete the migration.