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Self-serve RetailCRM integration

Before you set up the integration, do the following:

  • In RetailCRM, confirm that the loyalty program is enabled and automatic customer registration is configured for it.
  • Set activation conditions in the loyalty program. The activation fields in RetailCRM must match the fields in the Passquare signup form that customers fill in.

You need this data from RetailCRM:

  1. Store symbolic code (on the page `https://[account_name].retailcrm.ru/admin/sites`).
  2. Loyalty program ID (select the loyalty program on `https://[account_name].retailcrm.ru/marketing/loyalties`, open it, and copy the ID from the address bar).
  3. API access key (on the page `https://[account_name].retailcrm.ru/admin/api-keys`).

Open your Passquare account and go to Integration. If a demo period is active, end it.

Click the CRM system field and select RetailCRM from the drop-down list:

  • In Server, enter the RetailCRM account address in this format: `https://[account_name].retailcrm.ru`
  • In Password, enter the API access key.
  • In Program ID, enter the loyalty program ID.
  • In Organization ID, enter the store symbolic code.

Click Save, then turn the integration on.

If you already have issued cards in your Passquare account, go to Customers and, in the lower-right corner, click Write to CRM.

Set up hooks on the RetailCRM side in Triggers for automatic balance updates:

  • Event: Bonus account changed
  • Condition: Action type "Accrual" or action type "Redemption"
  • Action: Send HTTP request `https://core.passquare.com/api/v2/retailcrm/hook`

using the POST method with query string parameters:

  • Parameter 1: `account`
  • Value 1: Your_Passquare_account (not the email)
  • Parameter 2: `customer`
  • Value 2: `{{loyaltyBonusOperation.customer.id}}`

Integration details

  • Bonus accrual and redemption, and discounts, are configured and processed in your RetailCRM system.
  • After a card is issued, the customer and card usually appear in RetailCRM 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 RetailCRM, the information appears in Passquare and on the customer card after the card is refreshed in the Passquare account or on the customer’s phone.
  • If phone number verification is required at registration, that process is connected on the Passquare side.