Create a Transaction

The "Advertiser - Create a Transaction" Zapier Action enables advertisers to report conversion data to Awin using the underlying Post Transaction API. This Action is highly flexible and supports a wide range of automation scenarios using Zapier’s no-code workflow builder.

Advertisers can go with a simple set up that only collects the total order amount and uses the DEFAULT Commission Group. Or they can choose to add detailed basket information and split transactions out across various Commission Groups to do more complex commissioning strategies.

On this page we will explain a possible basic set up as well as passing on basket details.

Overview

The ‘Advertiser - Create a Transaction Action’ in Zapier sends a transaction to Awin's system, typically after a sale occurs. The underlying API is the Post Transaction API. In case you encounter any difficulties with setting up this Action please consult this page for debugging and making sure all input fields meet requirements.

In order to fire these transactions into Awin your Zap workflow must have a trigger. Depending on your set up you for example could use:

• Trigger on a new spreadsheet row (e.g. when a sale is logged in a spreadsheet)

• Trigger on a scheduled basis (e.g. scan a sheet every hour)

• Trigger via webhook (e.g. data pushed from an e-commerce platform, then looked up in Google Sheets)

Source Data

It’s the advertiser’s responsibility to ensure their spreadsheet or data source is populated with the necessary information. Above are just a couple of examples but you can use any type of trigger that works for your particular set up.

When adding the Awin Zapier Action, you'll be prompted to connect your Awin Advertiser account using an API token. This token grants permission to create transactions via the Post Transaction API. More information on how to connect your Awin account with Zapier can be found here.

Input Fields

Required Fields

*These are required by Zapier but can be populated with ‘Undefined’ or ‘0’ to meet input requirements in case you do not desire to share basket details.

Differences to Zapier and Post Transaction API

To simplify things some fields that are required according to the Post Transaction API are not present in the Zapier Action:

awc

The parameter Awin adds to the landing page URL to identify the source of the click. Since this can be technically complex to store and obtain with the Zapier flow this field is left out. Instead users are required to provide a Clicktime and Publisher ID themselves. Making it unnecessary to provide the awc.

amount

The underlying Post Transaction API requires you to input the total amount. In Zapier this field is constructed in the background when you populate the price for each of the items in the basket. If you do not wish to split the items within your basket, simply provide the total order value within the Price field under the Basket section. Set the other required field to either 0 or Undefined.

custom

The Post Transaction API also allows to add Custom Parameter for each transaction. These are extra bits of information which may be used to commission differently. This is unfortunately currently not possible via Zapier.

Optional Fields

Simple Set Up (No Basket Details)

In this example we will connect Zapier with Google Spreadsheets to scan for new rows (transactions) being added to a Spreadsheet. Every time a new row is added it takes the Transaction details such as Order Reference, Price, etc. and inserts them dynamically in the ‘Create a Transaction’ Action. To be able to visually reference if all transactions are uploaded it then also adds the insertion date into a column within our spreadsheet.

1. Prepare the spreadsheet in your Google Drive. Use column headers to specify which data goes where. Add a column called ‘Uploaded’ or something similar which we can populate at the end of our flow once the transaction has been uploaded.

2. Go to zapier.com and click to create a new Zap. You are now in the workflow editor.

3. Configure the Trigger for your Zap to your preference. In this example we use the ‘New or Updated Spreadsheet Row’ from the Google Spreadsheet app.

4. Connect Zapier with your Google Account and specify which spreadsheet is the source for your transaction data.

5. Test your Connection. Make sure there is some data already in the spreadsheet so that it finds a test record.

6. Add the ‘Advertiser - Create a Transaction’ Action and select your Advertiser Account. Add new if you haven’t already. Read more here on how to connect your account.

7. Complete the form fields by selecting which column should be inserted where.

8. In the Basket section, insert the total order amount under Price. Fill in ‘0’ or ‘Undefined’ for the other input fields.

9. Test the Action to see if the Transaction is correctly uploaded. If Successful it should show a response in the Data Out tab. Double check in the Awin UI if the Transaction has come through. It might take a couple of minutes before you see the Transaction in the UI.

10. Publish your Zap.

11. You are all done!