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Step 06 - Data Inflow

Sending customer and transaction data to Perx.

One of the critical aspects of your setup is establishing a reliable data communication channel between your system and Perx. This ensures that both historical and real-time customer data flows smoothly into the Perx platform – powering accurate targeting, segmentation, rewards, and reporting.

Your assigned Technical Project Manager (TPM) will assist in setting up the most suitable inflow method based on your systems and data needs.

Supported Data Inflow Methods

1. Supported Data Inflow Methods

This is the most common and efficient method for sending data to Perx.
Use Perx’s public APIs to push user, transaction, and loyalty data, among others, in real time.
Common API events include:
This is the most common and efficient method for sending data to Perx.
- Create User – [API Link]
- Update User – [API Link]
- User Transaction Event – [API Link]
- Refer Transaction Flow – [View Flow]
- Loyalty Transaction – [API Link]

Note: Refer to the Platform Access & Setup section for the full API documentation.

2. SFTP Setup ( Recommended for batch uploads )

Ideal for processing large volumes of data in scheduled batches, not in real-time (e.g., bulk user creation or transaction logs).
The Perx team will help configure a secure SFTP folder, where you can upload CSV files for Perx to process.

3. Kafka Consumer Setup (For enterprise-grade streaming needs)

Enables high-throughput, real-time data ingestion using Kafka Consumers.
Best suited for scalable, automated data streams — such as event-driven transaction or user data.
The Perx Technical & DevOps Team will assist with the configuration

4. Bulk Action via Dashboard (For manual uploads)

Use the Bulk Action feature within the dashboard to manually upload or update:
- Users
- Transactions
- Rewards Loyalty Points

This method is useful for quick testing, minor updates, or ad-hoc campaigns.

Action Summary

Owner

Action

Perx Onboarding Team (onboarding@perxtech.com)

teamYour assigned Technical Project Manager (TPM)
Share API documentation
Set up SFTP folders or Kafka Consumers
Support Bulk Action configuration

Your Team

Choose preferred inflow method
Completed Data Inflow setup (API, Bulk Action, Kafka, SFTP) to send the data to Perx
Integrate with APIs or upload via SFTP/Bulk Action
Test data submission and validation

What’s Next?

Now that we’ve set up how your data flows into Perx, let’s look at how we send data out — including reports, webhooks, and third-party integration points.

Step 06 - Data Inflow

What This Step Covers

Overview of data exchange between your systems and Perx

Inflow: How Perx receives and processes your data

Supported methods for real-time and batch data sharing

Supported Data Inflow Methods

1. Supported Data Inflow Methods

2. SFTP Setup ( Recommended for batch uploads )

3. Kafka Consumer Setup (For enterprise-grade streaming needs)

4. Bulk Action via Dashboard (For manual uploads)

Action Summary

Owner

Action

What’s Next?

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