ClickCease Send Data to WhatConverts with Endpoints - Help Center - WhatConverts

Send Data to WhatConverts with Endpoints

Once you've configured your endpoint rules and prepared your data file, you're ready to send lead data into WhatConverts. This guide walks you through the process using an API tool.

Watch the step-by-step video guide for a full walkthrough.

Note: Before you begin, make sure you have your Endpoint URL from the Configure Rules for Endpoints setup process.

Send CSV Data Using Postman

To send CSV data to WhatConverts using Postman:

  1. Open Postman (or download it from postman.com) and create a new request.
  2. Set the request type to POST.
  3. Enter your Endpoint URL (copied from your WhatConverts endpoint settings) into the request URL field.
  4. Navigate to the Body tab in Postman.
  5. Select form-data as the body type.
  6. Add your CSV file to the request:
    • In the Key field, enter: csv_file
    • In the Value field, click the dropdown and select File
    • Click Select Files and choose your prepared CSV file
  7. Click Send to transmit your data to WhatConverts.
  8. Wait for the response confirming your data was processed successfully.

Send JSON Data Using Postman

To send JSON data to WhatConverts using Postman:

  1. Open Postman and create a new request.
  2. Set the request type to POST.
  3. Enter your Endpoint URL into the request URL field.
  4. Navigate to the Body tab in Postman.
  5. Select raw as the body type.
  6. Change the format dropdown from Text to JSON.
  7. Paste your filled-out JSON template into the body field.
  8. Click Send to transmit your data to WhatConverts.
  9. Wait for the response confirming your data was processed successfully.

Verify Your Data

After sending your data:

  1. Log in to your WhatConverts account.
  2. Navigate to Leads to access the Lead Manager.
  3. Filter or search for your newly imported leads using the date range or other identifiers from your upload.
  4. Verify that the lead data appears correctly with all fields populated as expected.

Troubleshooting

If your data doesn't appear or you receive an error:

  • Verify your Endpoint URL is correct
  • Confirm your file includes the required Profile ID and Date columns
  • Check that your date format is YYYY-MM-DD
  • For CSV: Ensure the field name is csv_file and the content type is form-data
  • For JSON: Ensure the content type is set to application/json and the body type is raw
  • Ensure your file is properly formatted (no special characters or encoding issues)
  • Review your endpoint rules to confirm they match your intent
  • Check the response message from the API for specific error details

Related Topics

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