How do I change the status of a sale or quote?

This documentation details the methods available for sales and quote validation/cancellation operations.
These operations allow you to update your performance metrics with actual conversion volumes and associated actual revenue.
Business Cases:
E-Commerce: Cancellation of sales due to returns/non-payment.
Bank, Insurance: Cancellation of quotes due to non-contractualization.



How do I manage the validation/cancellation of my conversions?



Procedure by flat file deposit:

The Eulerian Client can upload a flat file to the sFTP of their choice, with the recurrence of their choice, in order to modify the status of a sale.
This file must be composed of 3 columns: conversion type, unique conversion reference, status.
The possible values ​​for each column are:
Conversion type: "sale" | "quote"
Order reference: indicate the unique reference of the order or lead
Status: "valid" | "invalid"
Please contact our Customer Success team to set up automatic synchronization for a flat file submission.

You will need the following information:
type of operation (validation or cancellation)
synchronization frequency
drop-off time
file name
destination (sFTP Eulerian or sFTP Client)
If desired, the Eulerian Client can benefit from a dedicated sFTP , within the Eulerian platform, where they can deposit flat files.


API procedure:

This API allows:

  • to query the list of sales available in the datamining report → list of sales,
  • to perform actions on your sales, including their automatic validation or cancellation,
  • and inject offline sales into the system in order to associate them with an online marketing history collected via Eulerian.


Specific information regarding status changes

  • If the current status of a sale is PENDING : you can change it to VALID and provide a partial amount via the valid method.
  • If the current status is PENDING : you can change it to INVALID via the cancel method.
  • If the current status is VALID : you can change it to INVALID via the cancel method, unless the sale has already been partially validated with a partial amount.
  • If the current status is INVALID : You can change it to VALID via the valid method, unless the sale has already been partially validated with a partial amount — in this case, it is not possible to partially validate a previously canceled sale.