QuickBooks Online - Integration via Zapier

QuickBooks Online - Integration via Zapier

  1. Login to your Zapier account.
If you do not have an account, please create one before proceeding to step two.

  1. Click “Make a Zap!” on the top of the screen

  1. Select QuickBooks Online for your Trigger


  1. Select “New Sales Receipt” or “New Invoice”
Please select the right option for your company and workflow.

  1. Select/Connect your QuickBooks account

  1. Click “Continue”

  1. Select “loyaltyloop” for your Action

  1. Select “Submit Customer Data”

  1. Select/Connect your LoyaltyLoop account

  1. Add Your LoyaltyLoop API Key to Connect it with Zapier
You will need to sign-in to your LoyaltyLoop account using a Admin User account, then click your Username and then Settings.  On the Settings page, click API Keys.  Create a new key by clicking the plus symbol (+) in the upper right, give your key a name (label) so you remember what the key is used for (e.g. “Zapier Key”), and hit Submit.  Now copy the new key to your clipboard, and paste it in Zapier on the screen shown below.

  1. Assign your customer data


Please use the table below as a baseline for mapping your customer data. Using this table, you see that when filling out the “Full Name” field, our recommended value would be using QuickBook’s “Customer Ref Name” field.
SurveyAdvantage Fields
QuickBook Fields
Email: 
Bill Email Address
Full Name:
Customer Ref Name
Address 1:
Bill Addr Line2
Address 2:
Bill Addr Line3
Transaction Date: 
Txn Date
Customer ID: 
Customer Ref Value
Transaction ID: 
ID
Transaction Description:
Line Description
Sales Price:
Total Amt
  1. Click “Continue”

  1. Name your Zap and click “Finish”!
You’re all set! Going forward with each Sales Receipt (or Invoice depending on how you set it up), QuickBooks will send us the associated customer’s information. We collect this information on an on-going bases aggregating them until your next schedule survey launch.



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