Set up member synchronization
You can set up your Business Central (BC) and HeyLoyalty environments to synchronize changes to member-related data. This means that new member information and changes made to the existing members in Business Central will be sent to HeyLoyalty and vice versa.
Prerequisites
- Make sure you have decided on the field mapping (exactly which HeyLoyalty fields will be used in the synchronization process, and which BC fields they will be mapped to).
- Request the
API keyandAPI secretfrom your HeyLoyalty partner for the HeyLoyalty environment you wish to synchronize your member data with.
Procedure
- Click the
button, search for the HeyLoyalty Integration Setup page and open it.
Cannot find the page?
HeyLoyalty integration feature is not enabled by default. To enable it, navigate to NaviPartner Feature Management page, and make sure there is a checkmark in field Enabled on the HeyLoyalty Integration line. Do not forget to log into to the system again after enabling the integration.- Fill in the following fields on the page (see Module Setup Overview: HeyLoyalty Integration Setup, if you need more details on the fields):
| Field name | Recommended value | |
|---|---|---|
| General FastTab | ||
| Enable Integration | Yes | |
| Member List Integration Area subsection | ||
| Member Integration | Yes | |
| HeyLoyalty Member List ID | Your HeyLoyalty list ID | |
| Membership HL Field ID | Membership field ID at HeyLoyalty | |
| Required Contact Info | Select a value from the list | |
| Require GDPR Approval | Yes | |
| Require Newsletter Subscription | Yes | |
| Unsubscribe if Blocked | No | |
| Connection Parameters FastTab | ||
| HeyLoyalty Api Url | https://api.heyloyalty.com/loyalty/v1 | |
| HeyLoyalty Api Key | The API key you acquired from your HeyLoyalty partner | |
| HeyLoyalty Api Secret | The API secret you acquired from your HeyLoyalty partner |
Set up multiple choice field mapping.
Set up Business Central member attribute mapping with HeyLoyalty single choice and text fields.
Set up Business Central collect store mapping with HeyLoyalty stores (the list of stores created in HeyLoyalty).
Set up Business Central country/region mapping with HeyLoyalty countries.