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‹ CRM integrations

Self-serve r_keeper CRM integration

To set up the integration, you need a discount or bonus loyalty program configured in r_keeper CRM. If you do not have an active loyalty program yet, configure it in r_keeper CRM. If needed, use the guides or contact r_keeper support.

In Passquare settings, set the starting wallet card number. This number must be greater than the numbers of cards already created in the CRM.

  1. To set up the integration, you need:
  • IP address and port for connecting to the r_keeper CRM server. We strongly recommend sending data encrypted, that is over SSL (HTTPS).
  • Terminal-Type — terminal type, an alphanumeric code. You can find it in Software classifiers.
  • 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. Open your Passquare account and go to Integration.

If a demo period is on, turn it off before you set up the integration.

  1. In Server, enter the IP address with the port.
  1. In Login, enter the Terminal-Type.
  1. In Additional parameters, enter:

{ "cardGroupId": "card_group_parameter", "holderGroupId": "holder_group_parameter", "bonusAccountTypeId": "bonus_account_parameter", "discountAccountTypeId": "discount_account_parameter", "expenceAccountTypeId": "spent_funds_parameter", "contactsEmailId": "email_parameter", "contactsPhoneId": "phone_parameter" }

If you do not plan to collect guest emails, delete the line `"contactsEmailId": "email_parameter"`.

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.

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.