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Table of Contents

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Before you begin

Prior proceeding to the integration implementation, let's walk through a few basic API concepts that will be required on each subsequently method

Authentication

Before performing any logical unit of work, an authentication token must be acquired and subsequently will be used by all other Web API methods in order to access and performed any operations in the system. All API requests must be made using a valid authentication token, otherwise such requests will fail

Acquiring an authentication token can be accomplished by using one of the following methods

Web API Key
Username & Password

Recommended Authentication Method

The recommended method of authentication is using Web API Keys of a "System Key" classification. Web API Keys are assigned to specific users in order to access a specific organization and can be used to authenticate users through Web API, resulting to an authentication token that can subsequently be used by other Web API calls, without any data restrictions

The authentication Web API call that should be performed is POST authentication/web_api_key/token (based on HTTP Basic Auth)

Web API Key Method Example

Note

icon	false
title	Reference

Visit API Authentication for more information

Using Fields Set

CRM.COM Web APIs offer the ability to select the fields that will be retrieved from each API method by specifying the "fields_set" input parameter

Using this parameter developers have the ability to filter the response object and retrieve only the fields that will be used for the desired implementation. If "fields_set" is not specified, then all fields of the response will be retrieved

The "fields_set" attribute is used for each call throughout the entire integration guide

Note

icon	false
title	Reference

Visit Introduction - Using Fields Sets for more information

Using Pagination

There are some API methods that retrieve a large number of entities, such as list API methods. Some of these CRM.COM API methods provide the option to apply pagination on the results retrieved

In such cases the API call should be constructed using the following input parameters

number_of_results: The number of results that can be retrieved through each call. The maximum number of results can be 50, and objects are returned in chronological order (oldest requests are retrieved fist)
offset: Defines the number of entities that should be skipped from the results. During the first call it should be set to 0 and then it should be increased based on the number of results that were retrieved

Note

icon	false
title	Reference

Visit Introduction - Using Pagination for more information

Integration Scenarios

Purchase and Spend Award Flow

The flow described below is an example of a POS integration with CRM.COM Rewards, including both purchase and spend transactions

Step 1 - Customer Identification

No

Description

Web API Example

POS Conceptual Examples

1

The customer is identified on the POS system by providing an identification mean. Such identification can be an email address, a phone number, a card number, etc

Identifying a customer in CRM.COM (also referred as rewards participant) should be performed using the POST rewards_participants/show method

The following identification means can be used to identify a customer in CRM.COM

number: A unique number that is related to each rewards participant
access_token_identifier: An access token that is related to a rewards participant. An access token is the most common parameter to use for customer identification purpose, because it can be easily assigned to a rewards participant and usually is mapped to the customer's email address, phone number or card number

Code Block

title	POST Request

https://hostname/crmapi/rest/v2/rewards_participants/show

Code Block

title	Body
linenumbers	true
collapse	true

{
	"token": "{{token}}",
	"rewards_participant_identifier":{
		"access_token_identifier":{
			"authentication_code": "22265577"
		}
	},
	"fields_set": "accounts_receivable,wallet"
}

Prior Customer Identification

Image Removed

2

Once a customer is identified in CRM.COM, then the full information of the customer is returned

The following information can be displayed on the POS screen

The name of the customer (accounts_receivable.account_owner.name)
The available balance of the customer's wallet (wallet.balance)

Code Block

title	Response
linenumbers	true
collapse	true

{
	"data":{
		"wallet": {
			"number": "W0000000001,
			"balance": "10.00",
			...
		},      
		"accounts_receivable":{
			"life_cycle_state": "ACTIVE",
			"number": "400",
			"name": "John Doe",
			"id": "123456789"
			"account_owner":{
				"name": "John Doe",
				"first_name": "John"
				"last_name": "Doe",
				"life_cycle_state": "FINANCIAL",                
				"title": "Mr",
				"type": "PERSON",
				...
			},
			...
		}
	},
	"status":{
		"message": null,
		"description": null,
		"code": "OK"
	}
}

After Customer Identification

Image Removed

Step 2 - Preview Award and Spend Information (Optional)

No

Description

Web API Example

POS Conceptual Examples

1

Prior completing the sales transaction on POS, customer may request to know their available balance and the amount that are eligible to spend on the related transaction. In addition, the preview method will determine whether the purchase customer event that will be submitted can be redeemed by the Front-End System (i.e. POS) or by a Back-End System

Previewing such information should be performed using the POST customer_events/purchases/preview method, and the following information should be passed to CRM.COM

The related customer (accounts_receivable_identifier)
The sales transaction's reference number (reference_number)
The sales transaction's date (performed_on)
The sales transaction's merchant (performed_by_unit_identifier)
The sales transaction's items and the amount per each item (products_set)

Code Block

title	POST Request

https://hostname/crmapi/rest/v2/customer_events/purchases/preview

Code Block

title	Body
linenumbers	true
collapse	true

{
	"token": "{{token}}",
	"rewards_participant_identifier":{
		"access_token_identifier":{
			"authentication_code": "22265577"
		}
	},

	"reference_number": "REF0001",
	"performed_by_unit_identifier":{
		"name" : "Unit"
	},
	"performed_on": "2017-06-22T15:00:00",
	"products_set":[
		{
			"product_identifier":{
				"code": "Soft Drinks"
			},
			"quantity": 1,
			"total_amount": 10,
			"net_amount": 8,
			"vat_amount": 2
		},
		{
			"product_identifier":{
				"code":"Sandwiches"
			},
			"quantity": 10,
			"total_amount": 20,
			"net_amount": 26,
			"vat_amount": 4
		}
	],
	"fields_set": "total_additional_spend_amount,
		total_automatic_spend_amount,reduction_method,
		total_instant_spend_amount,
		total_award_amount"
}

Not Applicable

2

Once a customer is identified in CRM.COM, then the full information of the customer is returned

The following information can be displayed on the POS screen

The name of the customer (accounts_receivable.account_owner.name)
The available balance of the customer's wallet (wallet.balance)

Code Block

title	Response
linenumbers	true
collapse	true

{
	"data":{
		"total_additional_spend_amount": 7.9,
		"total_automatic_spend_amount": 0,
		"total_instant_spend_amount": 0,
		"total_award_amount": 0.08,
		"reduction_method": "FRONT_END_REDUCTION"
	},
	"status":{
		"message": null,
		"description": null,
		"code": "OK"
	}
}

After Preview

Image Removed

Step 3 - Submitting Sales Transaction for Awarding Customer

No

Description

Web API Example

POS Conceptual Example

1

Once all products are registered in the POS, the sales transaction should be submitted in CRM.COM in the form of a purchase customer event. Creating such customer event, CRM.COM will validate whether the purchased items are eligible to be awarded by a reward offer and credit the customer's wallet balance

Submitting a purchase event in CRM.COM should be performed using the POST customer_events/purchases/create method, and capture the following information

The related customer (accounts_receivable_identifier)
The sales transaction's reference number (reference_number)
The sales transaction's date (performed_on)
The sales transaction's merchant (performed_by_unit_identifier)
The sales transaction's items and the amount per each item (products_set)
Whether the customer event should be processed immediately, depending various business processes or not (process_immediately) - in most cases processing is immediately
Optionally, the identifier of the POS can be specified (external_system)

Note
Products should already exist in CRM.COM in order for the POS to make transactions for them. In the event that a POS integration requires to perform transactions for such items, CRM.COM provides the ability to allow such transaction submission using a default product (everything is handled by CRM.COM without additional changes from the POS system)

Code Block

title	POST Request

https://hostname/crmapi/rest/v2/customer_events/purchases/create

Code Block

title	Body
linenumbers	true
collapse	true

{
	"token": "{{token}}",
	"accounts_receivable_identifier":{
		"number": "001"
	},

	"performed_by_unit_identifier":{
		"name":"Unit"
	},
	"performed_on":"2017-05-22T16:05:00",

	"process_immediately": true,
	"external_system": "POSID01",
	"reference_number":"REF00001",

	"products_set":[
		{
			"product_identifier":{
				"code": "Soft Drinks"
			},
			"quantity": 1,
			"total_amount": 10,
			"net_amount": 8,
			"vat_amount": 2
		},
		{
			"product_identifier":{
				"code": "Sandwiches"
			},
			"quantity": 4,
			"total_amount": 10,
			"net_amount": 8,
			"vat_amount": 2
		}
	],
	"fields_set":"number,total_awarded_amount,reference_number"
}

Not Applicable

2

Once the sales transaction submission is performed (purchase customer event creation), the POS system can proceed to the redemption step

The following information can be displayed on the POS screen

The amount that was awarded from the purchase (total_award_amount)
The amount that was automatically spend from the purchase (total_spend_amount)
The available balance of the customer's wallet after the purchase (initial wallet balance + total_award_amount - total_spend_amount)

Code Block

title	Response
linenumbers	true
collapse	true

{
	"data":{
		"number": "111",
		"total_awarded_amount": 20,
		"reference_number": "REF00001"
	},
	"status":{
		"message": null,
		"description": null,
		"code": "OK"
	}
}

After Customer is Awarded

Image Removed

Step 4 - Redeeming Awarded Amount

No

Description

Web API Example

POS Conceptual Example

1

Customer may want to spend some of the available wallet amount on the previously created transaction, submitting a spend customer event in CRM.COM

The following information can be displayed on the POS spend request form

The amount that can be requested to be spent on that transaction (total_additional_spend_amount)
The minimum spend amount allowed to be spend per transaction (minimum_spend_amount_per_transaction)
The maximum spend amount allowed to be spend per transaction (maximum_spend_amount_per_transaction)

Submitting a spend request in CRM.COM should be performed using the POST customer_events/spend_requests/create method, and capture the following information

The related customer (accounts_receivable_identifier)
The related purchase customer event that was created above (purchase_customer_request_identifier)
The amount that is requested to be spend (spend_amount)
The sales transaction's date (performed_on)
The sales transaction's merchant (performed_by_unit_identifier)
Whether the customer event should be processed immediately, depending various business processes or not (process_immediately) - in most cases processing is immediately
Optionally, the identifier of the POS can be specified (external_system)

Code Block

title	POST Request

https://hostname/crmapi/rest/v2/customer_events/spend_requests/create

Code Block

title	Body
linenumbers	true
collapse	true

{
	"token": "{{token}}",
	"accounts_receivable_identifier":{
		"number": "001"
	},

	"performed_by_unit_identifier":{
		"name": "Unit"
	},
	"performed_on": "2017-05-12T11:41:00",

	"external_system": "POSID01",
	"process_immediately": true,

	"spend_amount": 10,
	"purchase_customer_request_identifier":{
		"number": "936"
	},

	"fields_set":"number,
		spend_amount,
		reduction_method,
		spend_reward_transaction"
}

Spend Request Form

Image Removed

2

Once the spend request is performed, it will return back the actual amount that was spent, which might be different than the amount that was requested to be spend

The following information will be used in the next step of reducing and closing the sales transactions

The actual amount that was spent (spend_reward_transaction.total_amount)

Code Block

title	Response
linenumbers	true
collapse	true

{
	"data":{
		"number": "294",
		"spend_amount": 10,
		"reduction_method": "FRONT_END_REDUCTION",
		"spend_reward_transaction":{
			"number": "205",
			"total_number": 7.9,
			"net_amount": 7.9,
			"vat_amount": 0,
			"life_cycle_state": "POSTED",
			...
		}
	},
	"status":{
		"message": null,
		"description": null,
		"code": "OK"
	}
}

After Spend Request

Image Removed

Step 5 - Closing the sales transaction

No

Description

Web API Example

POS Conceptual Example

1

Once the sales transaction (purchase customer event) and spend transaction (spend request customer event) are submitted successfully , then the POS system can calculate the redemption amount, reduce it from the total amount of the sales transactions, and close the sales transaction with the customer's payment

The redemption amount is calculated as the sum of the following attributes

The actual amount that was spent (spend_reward_transaction.total_amount), as retrieved from the "spend_request/create" method, and
The amount that was spent automatically, which is the total_spend_amount as retrieved by the "purchases/create" method or from the sum of total_instant_spend_amount, total_additional_spend_amount and total_automatic_spend_amount as retrieved from the "purchases/preview" method

Note
The total_spend_amount is also the sum of total_instant_spend_amount, total_additional_spend_amount and total_automatic_spend_amount as retrieved by the "purchases/create" (all these three values are retrieved from the same method as well)

The calculated redemption amount is deducted from the POS sales transaction by applying a discount on the sales transaction

Upon completion, the following information is displayed and printed on the customer's receipt

The amount that was awarded from the purchase (total_award_amount retrieved by the "purchases/preview" or "purchases/create")
The wallet balance after the purchase. The new balance is calculated as the wallet's initial balance + awarded amount - redemption amount

Not Applicable

Receipt

Image Removed

Product Synchronization Flow

The flow described below is an example of synchronizing products from a POS system into CRM.COM

Product Synchronization can be achieved using existing CRM.COM Web API methods, where product information (as described previously) can be passed through a product parameter set

Note
The maximum number of products that can be synchronized per call is 1,000

...

Step 1 - Synchronize Products

...

Product synchronization on a POS system can implemented as a batch process that is performed on a repeated basis (i.e. every day at 2 am), where product information is sent to CRM.COM

Submitting a product synchronization request in CRM.COM should be performed using the POST products/synchronise method, and capture the following information

The product synchronization definition that describes how the products information from the POS system will be handled by CRM.COM (synchronisation_definition_identifier)
The POS products and their related attributes (code, description, family, brand, categories, etc) per each product (products_set)

Note
The maximum number of products that can be synchronized per call is 1,000

...

Code Block

title	POST Request

https://hostname/crmapi/rest/v2/products/synchronise

Code Block

title	Body
linenumbers	true
collapse	true

{
	"token": "{{token}}",
	"synchronisation_definition_identifier":{
		"alternative_code": "Product_Sync"
	},

	"products_set":[
		{
			"code" : "Orange Cookie",
			"alternative_code" : "10021",
			"description":"Cookie with orange cream",
		},
		{
			"code" : "Iced Caramel Latte",
			"alternative_code" : "20071",
			"description":"Latte with caramel syrup",
			"family_identifier" :{
				"code" : "Iced Coffee"
			}
		}
	],

	"fields_set":"unprocessed_products_set,processed_products_set"
}

...

Once the product synchronization request is submitted and upon completion processing from the CRM.COM, the following information is returned (and handled accordingly by the POS system)

The products that were not processed by CRM.COM due to an error was thrown (unprocessed_products_set)
The products that were processed successfully by CRM.COM (unprocessed_products_set)

...

Code Block

title	Response
linenumbers	true
collapse	true

{
	"data": {
		"unprocessed_products_set": [
			{
				"error_description": "Error:Product Family (Iced Coffee) Not Found. - Description:The specified API value was not found.",
				"error_code": "NotFoundAPIValueException",
				"request_code": "Iced Caramel Latte"
			}
		],
		"processed_products_set": [
			{
				"code": "Orange Cookie",
				"request_code": "Orange Cookie",
				"id": "E15E0F60F5D147B28C8FD50ADE4E0116"
			}
		]
	},
	"status":{
		"message": null,
		"description": null,
		"code": "OK"
	}
}

...

Getting Started

The Point of Sale (POS) integration guide includes extensive and reference materials to aid POS owners for integrating any POS system with CRM.COM Rewards platform

Insert excerpt

	Integrating POS Systems - Solution Overview
	Integrating POS Systems - Solution Overview
nopanel	true

Insert excerpt

	Integrating POS Systems - Setup and Integration
	Integrating POS Systems - Setup and Integration
nopanel	true

Additional Documentation

Visit CRM.COM Manual in order to find more information related to the areas / concepts mentioned in above scenarios

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Versions Compared

Old Version 57

New Version Current

Key

Before you begin

Authentication

Using Fields Set

Using Pagination

Integration Scenarios

Purchase and Spend Award Flow

Step 1 - Customer Identification

Step 2 - Preview Award and Spend Information (Optional)

Step 3 - Submitting Sales Transaction for Awarding Customer

Step 4 - Redeeming Awarded Amount

Step 5 - Closing the sales transaction

Product Synchronization Flow

Step 1 - Synchronize Products

Getting Started

Additional Documentation

Page Comparison

Versions Compared

Old Version 57

New Version Current

Key

Before you begin

Authentication

Using Fields Set

Using Pagination

Integration Scenarios

Purchase and Spend Award Flow

Step 1 - Customer Identification

Step 2 - Preview Award and Spend Information (Optional)

Step 3 - Submitting Sales Transaction for Awarding Customer

Step 4 - Redeeming Awarded Amount

Step 5 - Closing the sales transaction

Product Synchronization Flow

Step 1 - Synchronize Products

Getting Started

Additional Documentation