About the AIQ <> 365 Vertical Integration
Review our Integration Grid for supported features.
How to Connect AIQ to 365 Vertical
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!
How to Map a Store
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.
FAQ's
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?
See Integration Settings for more optional settings.