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‹ CRM integrations

r_keeper CRM integration

Prepare the following:

  1. IP address and port for connecting to the r_keeper CRM server. The IP address must be reachable. We strongly recommend sending data encrypted, that is over SSL (HTTPS).
  1. Terminal-Type — terminal type, an alphanumeric code. You can find it in Software classifiers.
  1. Parameters:
  • `bonusAccountTypeId` — bonus account
  • `discountAccountTypeId` — discount account
  • `expenceAccountTypeId` — spent funds
  • `cardGroupId` — card group
  • `holderGroupId` — holder group
  • `contactsEmailId` — email contact type (if you plan to collect guest emails)
  • `contactsPhoneId` — phone contact type
  1. If you have trouble providing the information from steps 2 and 3, you can send screenshots of the Software classifiers windows and the R-Keeper configurator → API authorization server tab.
  1. 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 r_keeper CRM system.
  • After a card is issued, the guest and card usually appear in r_keeper CRM within a few minutes to a few hours. The maximum delay is 24 hours. Timing depends on system load and the update queue.
  • To transfer guest data between systems securely, use an HTTPS address (with an SSL certificate).
  • Automatic bonus balance and discount updates are available only with the r_keeper web-hook module connected. The module is provided by partners and is billed in addition to your plan. Request the connection guide from Passquare support.