Adding external purchases to ONTRAPORT?

I am using Acuity Scheduling to book appointments and I have a few coaching Packages set up in there for them to purchase. Is there a way to integrate those purchases into Ontraport? I tried to do it using Zapier, but I don't see a way to update purchases in ONTRAPORT.

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Zapier is a web application that integrates with ONTRAPORT to add or update Contacts. In addition to adding the Contact to ONTRAPORT, Zapier can also add a Tag to the Contact.

Set Zapier to tag the contact based on the purchase. Create a global Rule in ONTRAPORT that looks for that tag to be added, and then uses the action "Add Product to Purchase History". In this example I have a product named "Coffee" and a Tag named "Customer: Coffee". The following global Rule is created in Contacts > Rules:

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The Tag "Customer: Coffee" is added to my contact Isaac Newton, and the Rule runs and adds the product purchase to his history:

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Note that the Rule uses the price set for the product in Sales > Products.

The sale will be reflected in sales reports, Dashboard metrics, and will otherwise act like a regular purchase through an ONTRAPORT order form, including reporting Partner Program commissions, etc.

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Asked: 2016-02-11 09:36:33 -0700

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Last updated: Feb 11 '16