FAQ. CRM integrations

Why do I need an integration?

Passquare issues and manages loyalty wallet cards for Apple Wallet, Google Wallet, and Telegram. Cards can be installed and viewed on iOS and Android devices.

As a rule, bonus accrual and redemption, discounts, and promotions are configured in the CRM.

Integration modules exchange customer, card, discount, bonus, and balance data between Passquare and the CRM.

How Passquare and the CRM work together:

• When a customer fills in the form and registers a card, the customer and card data are sent to your CRM;
• When a discount, bonus, or balance changes in the CRM, the data is sent to Passquare and shown on the customer card. If needed, the customer also receives a push notification about the event.

What should I do if a customer’s phone number changed?

The phone number is one of the main customer identifiers and cannot be changed, just like the card number.

If a customer’s phone number changed, ask them to register a new card.

How to transfer previously accumulated bonuses and discounts to the new card should be confirmed with the specialists who maintain your CRM.

Our CRM integration was unavailable, and the latest issued cards do not appear in the CRM.

Open your Passquare account and go to Integration. Check that the integration is active and turned on.

Go to Customers and, in the lower-right corner, click Write cards to CRM. The cards will sync shortly.

If needed, contact Passquare support.

How do I send push messages if we integrate via API?

You can find how to build a push message request in the API documentation: https://passquare.com/api

Push send example:

https://core.passquare.com/api/v2/crm/user_create_or_update

{ "app_key" : "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx", "phone" : "+15555550111", "push" : "Your order is ready for pickup!" }

How do I update a customer’s balance via API without changing other card data?

When you update privileges, include only the data that should change.

API example for updating bonus and balance:

https://core.passquare.com/api/v2/crm/user_create_or_update

{ "app_key" : "xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx", "phone" : "+15555550111", "bonus" : "5", "balance" : "1000" }