Perform.AI: Seamless Integrations to Automate your Business Processes with Streamlined Data

Businesses everywhere have adopted the use of numerous cloud applications, tools and services to automate business processes with data. These tools solve every kind of business problem across functions and teams. However, the larger a company expands the more the number of tools and services they often adopt which leads to the challenge of data. When different important data elements are spread across various tools it can be hard to view, analyze and utilize them all to streamline business objectives. Furthermore, the time, effort and resources taken to analyze all the data collectively can come at a high price and also put a drain on resources. Perform.AI streamlines the collection and standardization of this data by integrating seamlessly with any service, tool or platform your company might use. By using a variety of methods including our API Gateway, webhooks, csv uploads or sftp uploads we are able to uncomplicate a task that can help support your business and facilitate data flows to any team in your business.  Learn how Perform.AI helps businesses fully utilize the data flows and automation of  tools they use to streamline the end-to-end flow of order creation to delivery tracking across any webshop, 800+ carriers or any Customer Relationship Management (CRM), Warehouse Management System (WMS), Enterprise Resource Planning System (ERP), data lake or Business Intelligence (BI) tool you might be using to better businesses practices.

What are the Benefits of Integration with Perform.AI?

Fast

Perform.AI’s approach to integrations allows you to integrate with any system or tool as fast as possible. Integrating can sometimes be a long process with different stakeholders, data sets and platforms to be streamlined. Working with Perform.AI enables a faster integration as we have a multi-integration approach to streamline your on boarding process. We are also able to integrate in phases to allow for your most pressing business objectives to be effectively met as soon as possible. Unlike other platforms, our end-to-end integration across 800+ carriers allows you to connect with all your carriers in a heartbeat. Providing you with the flexibility to choose which integration channel is the fastest for your go live. To make this integration process even faster, you can view additional information on how to speed up your device.

Pro tip - a simple CSV file drop on a SFTP server can immediately get you started without much effort.

Comprehensive 

Perform.AI’s unique approach allows different data types from various entry points of the delivery journey to enrich the end-to-end delivery journey and post purchase experience for your customers. Our Perform.AI platform does not only streamline delivery tracking data to receive via a single API, it also allows to serve this data across all cross functional teams such as marketing, logistics or customer service. Starting your Perform.AI journey simply requires you to add a tracking number with the corresponding carrier reference. That lead process is quick and easy and if both data points come from the same integration there is no development work needed on your end. Over time, to enrich and fully provide additional data insights you might want to capture, this process can be replicated to connect all tools to capture the most number of data points as possible such as order data, end-consumer data or even warehousing and fulfillment details.

Pro tip - You can even attach documents to your shipments for your teams to view instruction manuals, an airway bill or any other invoice.

Seamless

Our multi-method integration approach defines a quicker integration lead time for your business to integrate all your existing tools or platforms from any team with our platform as seamlessly as possible. We are proud to be an open system, allowing you to very easily create a middle layer of data integration between your tools and be able to export all of this data. Every data point that has been added can easily be exported via a simple csv file, our API or webhooks in a fully standardized format. 

Pro-tip: Many of our clients prefer to send the emails themselves by using our existing integrations with Klaviyo or by our sophisticated webhook triggers. This provides an immediate alert each time an email notification is due - all while using their existing tools and workflows.

Integration Methods

Our multi-method integration approach defines a quicker integration lead time for your business to integrate all your existing tools or platforms from any team with our platform as seamlessly as possible. We are proud to be an open system, allowing you to very easily create a middle layer of data integration between your tools and be able to export all of this data. Every data point that has been added can easily be exported via a simple csv file, our API or webhooks in a fully standardized format. 

Pro-tip: Many of our clients prefer to send the emails themselves by using our existing integrations with Klaviyo or by our sophisticated webhook triggers. This provides an immediate alert each time an email notification is due - all while using their existing tools and workflows.

Onboarding customers takes us two to maximum four weeks on the average for your “go live” depending on the level of customisation and complexity of your data processes. 

1. Shopify Integration

Perform.AI seamlessly integrates with all your existing Shopify accounts across markets. This webshop system is an inbound integration that allows us to import all your order and shipment data automatically. We are able to access all existing and relevant information on your order details to create a more personalized, direct and branded experience for you and your customers. The best part of this integration is the short lead time. Simply enter your webshop’s url to extract all relevant parcel data which is synced with our platform every 15 minutes. This way, we can ensure that all your parcel details between your Perform.AI account and your Shopify store are updated. 

Pro Tip: You can even connect multiple Shopify stores to a single Perform.AI account and be able to filter, create reports and very differentiated delivery experience. Learn more about how to utilize your Shopify webshop tool to achieve customer excellence here.

2. Klaviyo Integration

Some of our customers choose to use Klaviyo or other CRM tools to automate email notifications. Perform.AI is built as an open system and therefore is compatible with Klaviyo - learn from our customer use cases here. This integration allows you to seamlessly set-up your emails as we help you configure the right notification triggers towards your Klaviyo end-point to build the most relevant and personalized customers’ delivery journeys. With our powerful triggers, you are also able to customize the content in these email notifications for unique marketing opportunities and ensure that your end-to-end communication is controlled. Pro Tip: Add personalized content to your emails with every customer order to allow for better communication with your existing tools. 

3. API Gateway

This is the preferred method of integration for many of our merchants as it connects directly to our system and ensures real-time data flows through our own robust API. It also allows for full transparency on all data and is the quickest method to retrieve any information needed to support the logistics process of shipping. 

Perform.AI has a suite of exposed RESTful API endpoints which ensures fast and seamless data transfer methods between all existing tools and services and your Perform.AI account. Our robust API gateway is consistent and reliable. Our flexible API integrations are also extensive as they have dedicated endpoints for each action performed.

Perform.AI supports both the POST and GET methods. In your dedicated Perform.AI account simply authentify it with your unique client id and password. Our secure connection allows for you to update necessary fields for you to utilize your tools and services seamlessly with your Perform.AI account.  

4. Webhooks

Another recommended method of integration which focuses on the most real-time data exchange at the lowest effort for both parties, are webhooks. Perform.AI supports both inbound and outbound webhook integrations.

Outbound webhooks allow for data to flow from your Perform.AI account to your existing business tool or service and provide real-time updates on existing shipments. This powerful integration seamlessly allows you to define  the events  that would trigger updates to be sent to your external systems . On the other hand, inbound integrations allow you to send data to your Perform.AI account to create and/or update existing shipments in a centralized location. 

Our webhook integrations are easily configured and only require given endpoints to start the onboarding process. Due to the open nature of our platform, we are able to support multiple authentication methods depending on the specific tools or services your business uses. Moreover, your Perform.AI account supports both custom data field names and standard data field names allowing for maximum flexibility when integrating. 

Pro-tip: Thanks to our experienced development team and our scalable resources, we will be more than happy to also build custom webhook data structures to fit right into your systems.

5. SFTP

The method creates a very easy to use connection to transfer data that is simple, secure and follows your existing file formats. This alternative to webhooks or API is often used by Perform.AI customers that don’t have an IT team to set up the integrations at hand immediately, but utilize existing CSV files for other business processes already.  Our team provides you with a SFTP folder to drop your data in a designated folder that is accessible via URL - simply put, it behaves like an online google drive. While we will be more than happy to provide you with a standard file format for your uploads, we will be able to also receive your existing files, even across multiple data sources and develop a parser for easy and automatic integration of data right into the Perform.AI platform. An SFTP integration method can be easily utilized  for both incoming and outgoing data flows.  

Pro-tip: If you wish to export data via Perform.AI, you can do that via our parcel overview or speak for your Key Account Manager to set up a customized, regular CSV file drop into your SFTP folder or directly into your email. 

6. Custom

Depending on your business and the workflows that consist during your order, parcel tracking and delivery processes, Perform.AI creates a customized integration solution for you. We have done so for many of our existing customers to cater to their different Webshop, ERP, WMS and BI tools to fit our data right back into them, in real-time. Please reach our to your Perform.AI counterpart to discuss your IT architecture setup and integration needs. 

There is a very high likelihood we have already had a customer with a similar setup that is currently running on our custom integrations.

Pro-tip: Perform.AI is more than happy to share our learnings with you and set up a dedicated, free IT integration workshop together with your teams. Reach out to us today to discuss more. 

The Perform.AI Difference 

We understand that integrating any tool into your current business workflows comes with its own challenges. Spending the time to free up your IT resources to develop a roadmap for integration can be time-consuming. We at Perform.AI believe you deserve full transparency on how to best set it up and the effort required around it. Leverage our expertise from over 2000 merchants who have already integrated with us. Our team of 80+ developers and integration consultants around the world are standing by to jointly work with you as a team and get you started in a matter of days or weeks, but certainly not months. Speak to us today and unlock a better delivery experience for everyone.