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‹ CRM integrations

amoCRM integration

Prepare the following:

  • Create these fields in the amoCRM contact card:
  • Issue card (field type: checkbox);
  • Card link (field type: text, API only);
  • Card number (field type: text, API only);
  • Push message (field type: text, if you plan to send personal push messages to customers);
  • Any other fields you want to show on cards, for example balance, bonus, or discount.
  • Open your Passquare account, go to Integration. If a demo period is active, end it. Click the CRM system field, select amoCRM, then click Install integration. In the window that opens, choose your amoCRM account and click Allow.
  • Send the following to Passquare support:
  • The list of amoCRM contact fields that should appear on cards;
  • `[account_name].amocrm.ru`;
  • amoCRM account login and password;
  • The starting wallet card number. This number must be greater than the numbers of cards created earlier.

Use the self-serve setup guide.

Integration details

  • Bonus accrual and redemption, and discounts, are configured and processed in your amoCRM system.
  • The wallet card is synced with the amoCRM contact card.
  • For correct sync with amoCRM, contact cards and phone numbers must be unique. Merge or delete duplicates in amoCRM if needed.
  • To issue cards from amoCRM, automatically update card data when amoCRM changes, and send push messages from amoCRM, your amoCRM plan must be Advanced or higher.
  • If you issue cards from amoCRM, you need an SMS service to send customers the card install link automatically.
  • After a card is issued, the customer and card usually appear in amoCRM within a few minutes to a few hours. The maximum delay is 24 hours. Timing depends on system load and the update queue.
  • When customer data changes in amoCRM, Passquare and the customer card update within a few minutes to a few hours. The maximum delay is 24 hours. Timing depends on system load and the update queue.