Rule has a ready-made integration with Sitoo that makes it easy to display and save customer and order data in both Sitoo and Rule. The integration creates the possibility to set up advanced programs for communication around customer clubs, loyalty programs, digital receipt copies, marketing automation, and more. You can set up automation flows in Rule, for example, Thank you for your purchase, Retention, and Winback.

The integration is free to use for Rule's customers and you can activate it yourself in a few simple steps.

We will go through:

1. Installation in Rule
2. Installation in Sitoo
3. What advanced settings are available in Sitoo?
4. How does it work in Sitoo POS?
5. What data is displayed in Sitoo?
6. What data is displayed in Rule?
7. Importing bonus checks

Prepare before installation in Rule

Follow the steps below to activate in Rule.

Click the dropdown menu > then settings https://app.rule.io/v5/#/app/settings/developer

Click on 'Developer' > Create a new API key > Name the API key > Copy the API key to use in your Sitoo account

Prepare before installation in Sitoo

Log in to Sitoo and make sure you have access to the following features. If any are missing, they need to be ordered from Sitoo.

1. Under settings, the option Event Subscriptions should be available.

2. Under the General option and in the POS Settings category, the Advanced POS Settings link should be available.

3. Under settings, the Sitoo REST API option should be available, where you can find a key named Rule with the type Normal.

When these are ready, you can proceed with the installation!

Installation Step 1

Set up the API connection between Rule and Sitoo.

1. In Sitoo, navigate to Sitoo REST API under settings.

2. Write down the API ID for the API named Rule.

3. Create a new password for the same API and write it down as well.

4. In Rule, navigate through your profile to Settings and then to the Integrations tab.

5. Then add your login credentials that you noted down from Sitoo.

Installation Step 2

Set up Advanced POS Settings in Sitoo.

1. Navigate to Advanced POS Settings, which you can find in the General option under settings.

2. Advanced POS Settings contains YAML configuration where it's important to write values exactly as the system expects, so double-check all fields before you press save.

3. Make sure that these fields have exactly these values.
       id: rule
       api_url: https://parser.rule.io/sitoo/v2/
4. Double-check that "crm_v2" is specified under the handler.
5. Add the API key you created in Rule under the token.
6. Don't forget that "accepts_email" or "accepts_sms" should be set to "editable" for them to be approved for marketing.

Installation Step 3

Set up Event Subscriptions in Sitoo.

1. Navigate to Event Subscriptions under settings.
2. Insert the following code snippet, replacing the API key with the one you created in Rule.

{
    "event_subscriptions": [
        {
            "base_url": "https://parser.rule.io/sitoo/v2/",
            "api_token": "din-api-nyckel-från-rule",
            "event_types": [
                "order"
            ]
        }
    ]
}

The connection is now activated and you can test adding a customer and order in Sitoo POS yourself. After a successful purchase, the data will appear in Rule. Groups and custom fields are automatically created after the first completed purchase. An example of how it may look in Rule can be seen later in this article, under the heading "What data is displayed in Rule?".

You are now finished with the most important settings in both Rule and Sitoo - well done!

What advanced settings are available in Sitoo?

Below are settings that are not mandatory for the integration to work, but can create even more possibilities for advanced usage.

NOTE! The new groups Sitoo-Address, Sitoo-Contact, Sitoo-Order are intended to be managed automatically between two data systems. We do not recommend making manual updates to this data. If you still choose to do so, it is very important to use the exact data fields and formats that are already in use. If incorrect fields or data formats are entered here, it may result in these customers no longer appearing in Sitoo POS.

Other settings in Advanced POS Settings

The "search_types" you fill in under Advanced POS Settings is what the store staff sees when they search for the customer in Sitoo POS. Since phone and email are searchable in Rule, we recommend setting "email" and "mobile" as searchable.

The options "fields_add" and "fields_edit" in Advanced POS Settings

The following fields can be set as "editable" to make them available or "hidden" to hide them.

fields_add

Registration of new contact - Under custom crm, you have the opportunity to choose the information you want customers to be able to enter, which is then sent to Rule as custom fields. We recommend keeping the number of fields small, so that registration is quick and smooth in the store, perhaps only requiring email, mobile phone, first name, last name.

fields_edit

Update of contact - Here you can choose fields that can be updated afterwards by the customer or you. Here it is possible to choose more fields, so the customer can add more data afterwards, for example address and age, if desired.

How does it work in Sitoo POS?

If you click on Add customer, you have the opportunity to add a new customer, or search for an existing one.

You have the option to search by phone number or email address (not for example social security number).

A common question is about the possibility to search for, for example, email with simpler matching so that you do not have to write the entire email exactly as it should be. However, this is from a GDPR perspective, so you must write the exact value to bring up the customer. Our tip is to first ask for a mobile number, but to give the customer the opportunity to register an email afterwards, if they want to.

If the customer already exists, the customer's customer card will appear, which is retrieved from Rule, and you have the opportunity to see contact information and recent purchases:

If it is a new customer, it will look like this, if you click OK the customer will be able to enter their information. These fields are also something you set up beforehand in Sitoo backoffice depending on what data you want to collect:

Example of receipt:

What data is displayed in Sitoo?

After you have activated the integration, the system is ready to receive new registrations of customers in the cash register. After new customers have been added, you can see their customer card and previous orders directly in Sitoo POS (see images above).

If you also want to see other order data in Sitoo POS, which already exists in Rule for example from an e-commerce, it is also possible. Your Rule account needs to be configured for this, something that support@rule.se will gladly guide you further on.

What data is displayed in Rule?

The data from Sitoo is saved as Subscriber fields / Custom fields, which are displayed on the customer card in Rule (see image).

They are saved in the groups "Sitoo-Address", "Sitoo-Contact" and "Sitoo-order".

Sync historical orders from Sitoo to Rule

When the integration is set up, new orders from Sitoo will be sent to Rule. If you have old orders in Sitoo that have not been transferred, we can sync them manually. To do this, you need to add Sitoo login information under Settings -> Integration -> "Sitoo" Add Login Information

Once this is done, please notify support@rule.se and we will retrieve historical orders from Sitoo.

Import bonus checks

In the Rule - Sitoo integration, you can manage bonus checks. To use this feature, you need to import a file with subscribers and their bonus data. They will then appear and can be used in Sitoo POS. If a subscriber does not have a bonus check, it will not be displayed in Sitoo POS. If a bonus check is available, it will look like the image below:

This is how the bonus check looks in Sitoo POS:

The custom field that manages bonus checks is "Sitoo-Contact.bonuschecks" and is of type JSON. All data points in the example below are important for the bonus checks to work. When a bonus check is used, Sitoo will send back the date when it was used and how much bonus is remaining.

Examples of .xls and .txt files for import:

https://drive.google.com/file/d/1vffbp5eVph6kP5LrgtkKhUaWahR8Wp73/view

https://drive.google.com/file/d/1cWFCpuzqmQbkbcZ5L1IJu8ge-6hDyUG2/view

For more information on how to set up marketing automation flows, click here.

Once you have completed your settings, make a test call to Rule for all your flows. This will allow you to see in your Rule account what data is being received and to which tag.

Stuck on a step? Contact us at support@rule.se and we will assist.