Our integration with 365 Vertical pulls orders, transactions, and inventory.
Ask your 365 Vertical representative for your 365 Vertical credentials. You will need your:
Navigate to your Alpine IQ Dashboard, click Settings -> Data Integrations in the left pane
Search for the 365 Vertical card and click Connect
Input your credentials from your 365 Vertical representative in the URL, AccessToken, and CompanyID fields. Click Add Credential
Enable the age-gate, click Update Connection
You did it!
Your customers, their orders, and inventory will now populate within Alpine IQ after 24 hours.
- Send Text double-optins if imported after - recommend turning this on after going live with new sign ups. This will trigger an SMS to be sent to any phone number that is not currently opted in to ask them to join the marketing list (message shown under SMS defaults)
- Sourced contacts are considered loyal - this will auto enroll any persona sourced as a loyalty member regardless of signup on a form, useful to speed up process and catch everyone if desired
- Use AIQ's last backup - Turn this on to freeze your data from this source from the last audience run and discontinue hitting the sources API for new data. DO NOT TURN ON UNLESS SWITCHING POINT OF SALE SYSTEMS AND WANT TO KEEP HISTORIC DATA