Data + Marketing Integrations
Point of Sale
365 Vertical
4min
Review our Integration Grid for supported features.
- Ask your 365 Vertical representative for your credentials. You will need:
- URL
- AccessToken
- CompanyID(s)
- Navigate to Settings > Integrations, search for 365 Vertical and click the green Connect button
- Fill out the credentials
- URL (Required)
- AccessToken (Required)
- CompanyID (Required)
- After these are filled in, click the green Add Credential button. You will need to complete these steps for all sets of credentials
- Scroll down to the Loyalty section and check off the box next to Required All users from this source have passed an age gate compliant with my industry.
- Lastly, click the green Update Connection button at the bottom of the settings. You have now completed the minimum settings needed to connect your integration!
- Navigate to Settings -> Company Account > Retail Store
- Click Edit on the store you wish you map
- Under Store Mappings you'll see the 365 Vertical symbol
- Click on the empty field to the right of the symbol and a dropdown will appear to "map" the key
- Click Save settings and you are done mapping the store. Keep in mind this must be repeated for any additional stores that you add to the account.
- How long does it take before I start to see my POS data in AIQ?
- Within 24 hours, you should see data populating in AIQ
- How can I confirm that the integration is active and signups are being sent?
- Look under your Personas page in AIQ. The integration is functioning properly if you see "365vertical" under the Sourced from column
- I am getting an account notification that I have unmapped stores, how can I fix this?
- Once you see data coming through AIQ, you must "map" the API key to the store(s) to assign a "favorite store" to the customer. See How to Map a Store above for directions on how to accomplish this.
- Are there any additional settings I can enable?
