iRestore - Integration Guide

iRestore - Integration Guide

There are two ways iRestore can send data to your LoyaltyLoop account to initiate your feedback and review loop:  

  1. Automatically sending of all closed customer transactions over a date range, or

  2. Manually selecting and sending a single customer transaction at a time.


1. Send contacts automatically

Our team will configure this for you during your Onboarding Call for new customers, otherwise you can follow the below instructions or book a support session with us.  

  • Contact LoyaltyLoop support and request your API key and your specific Survey ID.  If you have more than one survey in LoyaltyLoop, remember to specify which survey ID you need. Contact us at support@loyaltyloop.com, or 401-560-0311 option 3

  • Then from inside iRestore: 

  1. Click Settings

  2. Then, click LoyaltyLoop Setup.  

  3. Enter your LoyaltyLoop API key, and your LoyaltyLoop Survey ID.  




That’s it.  Now, when your transactions close, the customer information will flow to LoyaltyLoop and your customers will be automatically engaged to give feedback and reviews.


2. Send contacts manually

If you prefer to send your data manually, please follow these steps:

  1. From inside iRestore, click your Jobs List

  2. Select the customer you’d like LoyaltyLoop to engage for feedback and reviews

  3. Click the LoyaltyLoop icon at the top of the screen, and this customer’s info will be sent to LoyaltyLoop, starting the feedback loop 


Which iRestore fields are included in the integration?

The integration includes the most common fields related to a iRestore Invoice record. If you do not see a field that you require, please let us know and we'll be happy to look into adding it. Please email our support team (support@loyaltyloop.com) with the name of the field(s) needed.

  1. Email
  2. First Name
  3. Last Name
  4. Full Name
  5. Title
  6. Phone
  7. Cell Phone
  1. Company
  2. AddressOne
  3. AddressTwo
  4. City
  5. State
  6. ZipCode
  1. TxnDate
  2. Sales_Rep
  3. CustomerID
  4. LocationID
  5. TxnID
  6. TxnType
  7. TxnDesc

Can I impose a standard delay when sending my survey?

Yes. To ensure your customer has had the appropriate amount of time to experience your product or service, you can impose a delay on sending your survey. As stated below, we will set a 3-day delay on the default launch configuration. If you prefer something else, please contact our support team at support@loyaltyloop.com, or 888-552-5667 option 3. Here's a blog post explaining imposed launch delays.

How do I change my survey send (launch) frequency?

With the integration enabled, your data flows to LoyaltyLoop as you close transactions. You are now in position to have your surveys sent soon after the customer experiences your business.

By default, and unless you specify otherwise, upon activation of the integration LoyaltyLoop will reconfigure your survey launch configuration as follows:

  • Weekly Launch Frequency
  • Default Launching Day on Tuesday
  • Imposed 3-day delay

If you'd like a different launch configuration, please contact our support team at support@loyaltyloop.com or 888-552-5667 option 3.

Your existing Touch Frequency Filter (TFF) will be maintained. For example, our default TFF is 90-days, meaning customers (based on email address) who have been asked to give you feedback within the prior 90-days (or as per your specific setting), will be removed from your launch. This prevents "over-touching" the same person too often.