Connect your CRM, form or cash on delivery system to Nevian

Time needed: about 15 minutesLast updated:

Send the sales from your own CRM, order form, WhatsApp flow or cash on delivery system to Nevian with one postback URL, so each sale shows up next to the ad that brought the buyer.

What you need

  • A system that can call a URL (GET or POST) each time an order is placed or changes status: your CRM, form tool, WhatsApp bot or cash on delivery platform, or a developer who can add that call.
  • The Nevian tracking script on your pages (Setup and tools › Tracking script), so each visit has a click ID to send back.
  • A Nevian workspace with an active plan (Beginner, Pro or Enterprise), where you are the owner, an admin or a member. Viewers can't connect integrations.

Steps

  1. In Nevian, open Integrations, click Add integration (Connect provider when nothing is connected yet) and pick Custom / CRM / COD. In the window that opens, have the platform open in another tab, then click Next to get your private URL.

    The Connect Custom / CRM / COD window in Nevian, with the Next button highlighted.

  2. Nevian creates your private Postback URL. Click the copy button and leave this window open: it shows the first request the moment it arrives.

    The Postback URL with its placeholders in the Connect Custom / CRM / COD window, with its copy button highlighted.

  3. Paste the URL in your system's postback (server-to-server) or webhook setting and replace each {PLACEHOLDER} with your system's value for that order. Keep the parameter names as they are.

    A postback setting with the Nevian URL and a table of what goes in each placeholder: click ID, sale value, currency, order ID and status.

  4. Send the click ID with each order. On your pages, read it with window.bt.clickId() (or the btk cookie), keep it with the order, for example in a hidden form field, and send it back as clickid.

    An order form with a hidden clickid field filled with window.bt.clickId().

  5. For cash on delivery and WhatsApp sales, send status=pending when the order is placed and status=approved once it is delivered and paid, with the same txid. Nevian moves the same sale instead of adding a second one, and Meta only gets the purchase once it is approved.

    Three requests for the same order ID: pending when placed, approved when delivered and paid, and returned.

  6. Send a test: open the URL in your browser with made-up values and &test=1 at the end (or make your system send one). Nevian answers with "ok":true and keeps the test out of your numbers.

    A browser opening the postback URL with test values and test=1, and Nevian's answer ok true.

  7. Back in Nevian, click Next after copying the URL or code to open the test step. The line turns Connected within a few seconds. Click Done.

    The Connect Custom / CRM / COD window in Nevian showing Connected after the test, with the Done button highlighted.

Check that it works

  • The card in Integrations says Connected and shows the time of the last event.
  • Logs › Webhooks stores each request with all its fields, so you can see what your system sent.
  • Nevian also accepts common names for the same values: cid, subid, click_id or tid for the click ID, sum, amount or value for the payout, and order_id or transaction_id for the order. Add email, phone, product_id and product_name when you have them.
  • Prefer JSON? On the integration's Connection tab, Other ways to send conversions has a JSON webhook URL that accepts any JSON payload, and a RedTrack-compatible postback.

Problems

The sale arrives without its value or click ID

A placeholder your system didn't fill in counts as empty: a request that still has {PAYOUT} in it has no value, and one with {CLICKID} has no click. Open the request in Logs › Webhooks to see exactly what came, and make your system replace every {PLACEHOLDER} before it sends.

"Payout … is not a valid amount"

Send the amount as a plain number, like 19.90 or 19,90, without a currency symbol. The currency goes in currency, as a three-letter code such as USD or BRL.

"Unknown status"

Your system sent a status Nevian doesn't know. Send approved, pending, declined, refunded or chargeback (common words like paid, delivered or returned work too), or map your own status on the integration's Settings tab.

One order counted as two sales

Each update of an order must carry the same txid. With a new ID on every request, Nevian sees a new sale each time.

"no matching click" on a real sale

The test never has a click, so this is normal there. On a real sale, clickid was empty or wrong: check that the tracking script is on the page where the order starts and that your system keeps the click ID with the order.

Still stuck? Write to [email protected].

Images are drawings of example screens and of Nevian's screens, not screenshots; the real screen may look a little different.