How to integrate your CRM or Order System to Wicked Reports, when a native integration is not available
List of Options
- Route data from a Non-Native Integration to a Native Integration
- Custom API
- HTTP Post
- CSV Uploader
- 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.
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.
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.
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.
For help building your Zap, contact firstname.lastname@example.org. 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.
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.
For help building your HTTP Post, contact email@example.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:
- You do not need fresh data on a live or daily basis
- There is an infrequent or insignificant amount of data that needs to be imported
- You have a member on your team that can take care of this task for you on a regular basis
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 firstname.lastname@example.org. We will connect you with one of our preferred partners to complete the migration.