Integrations are connections between the Beans app and other software applications or services. These integrations enable the seamless flow of data and functionality between Beans and third-party systems, enhancing the capabilities of your rewards program. By integrating Beans with these systems, you can automate rewards, track customer actions, and improve the overall efficiency of your rewards program. The most common types of integrations are:

  • E-commerce Platforms: Connect Beans with platforms like Shopify and WooCommerce to automate reward points for purchases.
  • POS (Point of Sale) Systems: Integrate with electronic POS systems such as Square, Shopify POS, and Clover to reward customers for in-store purchases and ensure a seamless omnichannel experience.
  • Email Marketing Tools: Integrate with services like Klaviyo and Mailchimp to send personalized reward updates and promotions.
  • Product Review Systems: Integrate with tools like Judge.me to reward customers for leaving product reviews.
  • Social Media Platforms: Connect with Facebook, Instagram, and Twitter to reward customers for social media interactions.

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Install an integration

  1. From the Beans admin dashboard, navigate to the Integrations page.
  2. Browse the list of available integrations and select the one you want to install.
  3. Click the Install.
  4. Follow the on-screen instructions to complete the installation process. This may include providing API keys or logging into your account for the service you are integrating.

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Uninstall an integration

  1. From the Beans admin dashboard, navigate to the Integrations page.
  2. Select the integration you want to uninstall in the list of installed integrations.
  3. From the integration home page, navigate to Status page.
  4. From the top right click on Actions > Uninstall.
  5. Confirm that you want to uninstall the integration.

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Verify an integration status

To ensure an integration functions properly, it is crucial to confirm that it is well connected to the third-party application. Multiple issues can affect the integration’s functionality, such as revoked API keys, expired authorization, third-party API updates, or service unavailability. Visit the integration status page for a comprehensive analysis of the connection state.

  1. From the Beans admin dashboard, navigate to the Integrations page.
  2. Select the integration you want to monitor from the list of installed integrations.
  3. From the integration home page, navigate to the Status page.
  4. If the status indicator shows an error or warning, consider reinstalling the integration.

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