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‹ CRM integrations

Klientiks CRM integration

Prepare the following:

  1. Starting wallet card number. It must be greater than the numbers of cards created earlier.
  2. Login and password with full rights in Klientiks CRM — required only for the initial setup.

If you cannot provide access, tell support.

Use the self-serve setup guide.

Integration details

  • Bonus accrual and redemption, and discounts, are configured and processed in your Klientiks CRM system.
  • After a card is issued, the customer and card usually appear in Klientiks CRM within a few minutes to a few hours. The maximum delay is 24 hours. Timing depends on system load and the update queue.
  • When the bonus balance or discount changes in Klientiks CRM, Passquare and customer cards update within a few minutes to a few hours. Timing depends on system load and the update queue.
  • Cards can be issued both from the Passquare issuance form and from Klientiks CRM. If you want to use only one issuance method, tell Passquare support.
  • If you issue cards from Klientiks CRM, you need an SMS service to send customers the card install link automatically.