Passquare
Log in
‹ CRM integrations

Change CRM

  • First, confirm with Passquare support that integration with the new CRM is available.
  • If you need to keep customers’ current accumulated bonuses and discounts, upload the customer database with accumulated privileges to the new CRM.

When cards sync with the new system, bonuses and discounts are read from the new CRM. If customers have no balances in that system, bonuses and discounts will not appear on the cards.

  • When you change the integration, the current CRM integration is disconnected and deleted (including URL and SELF), and referral and welcome promo code modules are turned off if they were connected.
  • After you integrate with the new CRM, referral and welcome promo code modules are connected again if the new CRM supports them.

Contact Passquare support before you connect a new CRM and set up the integration.