In this guide, we’ll walk you through sending data to your WhatConverts account using endpoints.
To begin, log in to your WhatConverts account. Once you're logged in, navigate to the top of the page and:
This will take you to the Integrations page, where you can manage your data connections.
On the Integrations page:
On the Endpoints page, click the Add Endpoint button. This is where you'll set up a new data connection for your lead details.
Now that you're on the Endpoints page, you need to choose your file format: CSV or JSON. For this guide we'll choose CSV, but you can also find more detailed JSON instructions here.
Make sure to download the template provided. This will guide you in formatting your data correctly.
With your file format selected, it's time to set up rules for how the lead data should be processed from the endpoint:
Rules:
Click Save Endpoint after setting your rules, and ensure you copy the generated Endpoint URL as you’ll need it later.
With your data prepared, it's time to send it to WhatConverts through your endpoint. This requires utilizing a tool capable of making HTTP requests, such as Postman.
After creating the request:
Click the Send button in Postman and wait for the confirmation that your data has been sent successfully.
Finally, head back to your WhatConverts account and go to the Leads page. Your new leads should now be visible.
With this guide, you're well prepared to handle data integration smoothly and efficiently. Keep this guide handy as a reference whenever you need to send leads to WhatConverts.
If you have any questions, please contact WhatConverts Support or email support@whatconverts.com
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