This guide is designed to present a typical use case and will provide an overview of the steps involved in a custom integration. If you require additional assistance with your particular use case please contact us for more information.
There are typically two parts to a full Ometria integration:
Ecommerce data API: allows products, orders and customers data to be pushed via a REST endpoint and should be used to import historic data in a batch run as well as to push new data and updates in realtime. In addition to data collected from your ecommerce platform, it is also possible to push data that has been collected offline (from a POS).
After following your live and staging links and agreeing to the terms of service we will send you your account hash and an access token for your staging account. This will allow for testing of the validity of any data pushed to our system, before moving to the live account (for which there is a different account hash and access token).
Ecommerce data API
The Ometria API defines traditional REST endpoint for the main data objects we import (orders, products and contacts). We also define a push API that allows easier batch upload. For most use cases the push API will be simpler to work with.
We use historic data to build a single customer view, helping to maximise each customer’s lifetime value. When working on the staging account, it is recommended to import all of your historic data; using this as an opportunity to test that the data you have pushed to the Ometria API is passed correctly. The data format used for uploading historic data is the same as that which is used for the realtime updates and using the push API it is possible to send 100 records at once. It is also advised to import your entire product catalogue to the staging server, for the same purpose of ensuring that the data is passed correctly to Ometria.
It is best practice to push an order, product or contact object to Ometria as soon as you consider that order, product or contact is created. Following on from this, any subsequent changes to the order, product or contact should be pushed in real time where possible.
When pushing orders it is possible to add the product object inside of the order object, however we recommend that products are pushed separately from orders and that they are referenced inside of an order by using the product id. Where your products have variations it is important to include variant_options in the line items of the order object. This has a number of advantages inside of the Ometria platform, including allowing us to better recommend products to your customers.
See Ecommerce Data API.
Once you are happy with the methods in place for pushing data and any issues have been resolved, we will generate an account ID and access token for your live account.