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Integration workflow

Below is the general workflow for managing payments via the Cake-Zipalti integration.

Cake account processing

The processing of leads and conversions does not change significantly under the Zipalti integration. You process, attribute and set up leads for payment just as you currently do today.

Step 1. Reconcile month-end conversions/ leads with your advertisers

At the end of the payment cycle, reconcile your conversions/ leads with your advertisers as you do currently, outside the Zipalti integration. Determine the final count for conversions/ leads, reconcile that list with your advertiser and generate an advertiser bill for processing from the "Accounting" tab for "Advertisers/ Buyers".

Step 2. Reconcile month-end payments

Generate affiliate (payee) bills

Once you receive payment from your advertiser, you can generate affiliate bills from the "Accounting" tab for "Affiliates".

You can pay all affiliates at once or select individual affiliates by clicking the box located to the left of the affiliate name.

Get up-to-date processing statuses

Once you initiate payment for one or more affiliates, the affiliate accounting grid refreshes to update the "Sent Payment" column with the latest processing status. You can click the "Sent Payment" status line item to get an up-to-date processing status from Zipalti.

Affiliate (Payee) portal view

To keep the Zipalti integration seamless with the existing process, the Affiliate portal view for payment status has not changed. Your affiliates can continue to view their payment statuses as they currently do today.