About the AIQ <> TechPOS Integration
Review our Integration Grid for supported features.
This article covers connection for AIQ Marketing + Loyalty.
How to connect AIQ to TechPOS
TechPOS Steps
Email [email protected] to request the following information
API Key
Subdomain
StoreID
LocationIDs
AIQ Steps
Once TechPOS responds with the required information, you are ready to set it up.
Navigate to Settings > Integrations, search for TechPOS and click on it to open the integration card.
Fill out the credentials
APIKey (Required)
SubDomain (Required)
StoreID (Optional if provided by TechPOS)
LocationID's (Optional if provided by TechPOS)
Regions (Optional)
After these are filled in, click the Add Credential button.
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 purple Connect button in the top right. 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 TechPOS 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.
AIQ \<> TechPOS: Shopper Guide
Creating a Loyalty Member in TechPOS
In TechPOS, head to your Member List and click + ADD NEW MEMBER
In order to create a new club member in AIQ, you must add a mobile phone number and check the consent box at the bottom of the profile. This will create a new member in AIQ and trigger an SMS opt-in message to be sent out. Click Save and the creation of a Club member in AIQ is complete
If checking out a shopper that has an existing TechPOS profile, you can register them for a club membership by clicking AIQ DISCOUNTS in the top right of the checkout screen and clicking REGISTER
Setting up discounts
1.Create the discount as you normally would inside AIQ. Watch the video below to see the settings needed to pass your AIQ discount to TechPOS
After you create the discount in AIQ it will automatically be available in TechPOS as long as there is a % or $ off value entered under the Redemption Options
Applying AIQ discounts in TechPOS
When checking a shopper out in TechPOS, you need to assign a member to the order in order to apply an AIQ discount. Click MEMBER SEARCH in the top left corner of the checkout screen and input the shopper's phone number to add them to the order
Once the shopper is added, click ADD AIQ DISCOUNT. A 2FA code will be sent to the shopper that they'll need to give you in order to see available discounts. Once you enter the code, that shopper's available AIQ discounts will pop up. Simply click REDEEM and the discount will be applied to the entire order
Additional AIQ Settings
The following additional settings are available on the TechPOS integration card in AIQ. To access them, navigate to Settings > Integrations, locate TechPOS and click on it to open the integration card.
Enroll Personas in loyalty program who purchased after
Automatically enrolls shoppers in the loyalty program if they had a sale on or after the date you specify. Enrolled shoppers earn points for sales on or after that date. Takes 24 hours to reflect.
Send SMS double opt-ins to Personas who purchased after
Sends an SMS double opt-in request to shoppers with a phone number who had a sale on or after the date you specify. Takes 24 hours to trigger.
⚠️ Warning: If this setting is removed after it has been set, it can cause loyalty Personas to be lost if they only became a member through this setting and did not use a signup form. We do not recommend changing this after it is set.
Sync Personas / Sync Contacts
Enabling this setting allows AIQ to keep shopper records aligned between TechPOS and AIQ.
From POS to AIQ: Updates made to shopper profiles in TechPOS (e.g., name, email, phone number, or date of birth) will flow into AIQ.
From AIQ to POS: If a shopper signs up through an AIQ form and no existing match is found in TechPOS, a new shopper profile will be created in TechPOS automatically.
⚠️ Warning: The POS remains the source of truth — to change a shopper's contact info, update it directly in TechPOS so it flows through to AIQ. Syncing begins from the day it is enabled; existing records will not be retroactively synced.
Sync to relevant market / Sync to state
When enabled, AIQ will only sync contacts that belong to the region or state associated with the given credential.
Use AIQ's last backup
Freezes data from this source at the last audience run and stops AIQ from hitting the TechPOS API for new data.
⚠️ Warning: Do not turn this on unless you are switching POS systems and want to retain existing data.
FAQs
Can I add loyalty members directly in TechPOS?
Yes!
Can I apply discounts for loyalty members in TechPOS?
Yes!
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 "techpos" 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 shopper. See How to Map a Store above for directions on how to accomplish this.
Need Help?
If you need assistance, reach out to AIQ Support anytime via chat widget within your AIQ Dashboard.