Integrate Codat with AdRoll
Codat is an API that allows for seamless, straightforward integrations with accountancy and financial software systems. By simplifying the integration process, it allows users to take their mind off of ETL and shift their focus to improving their business and their core offerings.
AdRoll is a marketing platform that works to increase the conversion rates of potential customers through retargeting. This involves capturing visitor data for a company’s website and retargeting those visitors with personalized ads that are displayed on other websites they visit.
Popular Use Cases
Bring all your Codat data to Amazon Redshift
Load your Codat data to Google BigQuery
ETL all your Codat data to Snowflake
Move your Codat data to MySQL
Bring all your AdRoll data to Amazon Redshift
Load your AdRoll data to Google BigQuery
ETL all your AdRoll data to Snowflake
Move your AdRoll data to MySQL
Integrate Codat With AdRoll Today
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Codat's End Points
Add company entities and organize them by various properties, including contact details, company name, registration number, etc. Then, retrieve this information as necessary or integrate it with other relevant customer platforms.
Use the bills resource to integrate your billing and organize it based on various properties, including ID, status, issue date, and currency. You can also retrieve all bills for a company as necessary to ensure that your information is always accurate and comprehensive.
Keep a record of the reduction in amount owed to a company resource by a customer. This information may also be linked to an invoice in the underlying accounting platform.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.
AdRoll's End Points
Retrieve information about a brand that you are advertising for using AdRoll, including the name of the advertisable, what campaigns are linked to it and what ads are included in those campaigns. Then, use this data to determine if there are any ways to improve or refocus your current marketing endeavors for that brand.
Segment your audience through a variety of methods, including integrating your CRM’s email list, tracking which customers trigger certain events or grouping customers based on a set of relevant attributes. Once those segments are created, create personalized marketing campaigns for them to ensure that you are targeting the needs of each customer segment.
Design a prospecting campaign that searches digital profiles to find and target audiences that are similar to the ones you have already segmented. Then, you can create a campaign with a range of customizable fields - such as date range, weekly budget, and adgroup - that you can modify to provide the best performance when marketing to that audience.
Track the effectiveness of your marketing with a range of reporting data, including ad clicks, impressions, new visitors and generated revenue. AdRoll then separates these reports into a variety of types - such as reports for advertisables, campaigns, customer segments, and individual ads - all of which provide different insights into your marketing efforts.