How to add Product Purchases and Account Purchases

Objective

Add product purchases and account purchases to Outreach.

Applies To

• Outreach Admins
• Outreach Users

Procedure

Product Purchases

Manual

1. Log in to Outreach as an Admin.
2. Click Administration  > Products.
3. Click Add product.
   

CSV

1. Log in to Outreach as an Admin.
2. Click Administration  > System Activity.
3. Click Import > Products.
4. Import product purchases as a part of a csv upload.

Account Purchases

Adding purchased products manually

1. Log in to Outreach.
2. Navigate to an Account.
3. Navigate to Purchases
4. Click Add Product.
   

Adding purchased products using Public APIs

Users can create, read, update, and delete using HTTP ReST-based APIs. The necessary request and response data structures are detailed in the public API documentation here. These APIs can also be utilized for automated integration processes to integrate and bring in data from external sources.