Integration & Export Reports
Quickbooks Online (QBO) Integration
If you use Quickbooks Online (QBO) to run your business and you keep track of customer details, LoyaltyLoop now offers a direct integration with Quickbooks to simplify and automate your customer feedback and review process, which also allowing you to ...
Automating LoyaltyLoop with printIQ
If you run your business on printIQ MIS you can easily automate your customer feedback and review process. With the automation setup, contacts from your recent transactions flow automatically to your LoyaltyLoop account on a daily basis. This ...
ePS PrintSmith Vision - Report Installation Guide
This guide is for the one-time installation of the LoyaltyLoop report for PrintSmith Vision. If you are looking for a guide on how to export this monthly report, please visit this page. The LoyaltyLoop report requires the Report Manager feature in ...
Adding LoyaltyLoop Widgets and Ticket Insights to Autotask
If you are using LoyaltyLoop with Autotask, follow these steps to add LoyaltyLoop Dashboard Tabs and LoyaltyLoop Ticket Insights to Autotask. These instructions can be found on our website here. Enable Widgets and Insights in LoyaltyLoop: NOTE: The ...
Mothernode CRM: Native Automation
How to configure a Mothernode CRM Automation for LoyaltyLoop These instructions explain how to set up your LoyaltyLoop survey export file and automatically schedule the report to be emailed to your LoyaltyLoop Launch File Email Address. You will only ...
Launch Rules: Imposing survey launch delays to fit your business (For Integration and API Users)
If you use one of the LoyaltyLoop Integrations, or your organization uses our API to send us your survey launch data, this post describes a the capability that allows you to impose a delay when your contacts get surveyed, to fit your specific ...
Renewing Your SSL Certificates for PSV Integration Users
If your software and network configuration requires you to use an SSL Certificate with your LoyaltyLoop-PrintSmith Vision integration, the integration will stop working if your certificate expires. Typically, certificates run annually, but you should ...
EPMS - Export Guide
Setup: As with any software delivery from EPMS, they require their clients to submit an incident request for the interface. This allows EPMS to ensure that the file they send will work on the EPMS version you are using. Once you have the ...
iRestore - Integration Guide
There are two ways iRestore can send data to your LoyaltyLoop account to initiate your feedback and review loop: Automatically sending of all closed customer transactions over a date range, or Manually selecting and sending a single customer ...
PrintReach Printer's Plan - Export Guide
Please use these steps for generating your customer list out of Printer's Plan: 1. In Printer's Plan, open the Reports tab 2. Open Custom Queries and select the "LoyaltyLoop Report". NOTE: If you do not see the report, see the instructions below for ...
QuickBooks Pro Desktop - Export Guide
These directions were created using QuickBooks Pro 2015 edition. Your specific version may be slightly different. Step 1: Please go to Reports/Sales/Sales by Customer Detail as directed below. Step 2: Once the Sales by Customer Detail is visible on ...
QuickBooks Online - Automated Export Report
Do you use Quickbooks to keep track of customer transactions? Follow these simple instructions to set up an automated transaction reports, where Quickbooks will email the report to your LoyaltyLoop account when you'd like your survey to launch. If ...
QuickBooks Online - Integration via Zapier
Login to your Zapier account. If you do not have an account, please create one before proceeding to step two. Click “Make a Zap!” on the top of the screen Select QuickBooks Online for your Trigger Select “New Sales Receipt” or “New Invoice” Please ...
ePS PACE - Report Export Guide
To drive your customer feedback and reviews, LoyaltyLoop needs a data file that contains contact information for recently closed-out orders (shipped or invoiced). AUTOMATED REPORTS You can automate the process of sending recent orders to your ...
ePS PrintSmith Vision - Report Export Guide
This is a guide on how to export your monthly LoyaltyLoop report from PrintSmith Vision. This assumes you have already installed the report in PrintSmith Vision. If you haven't installed the LoyaltyLoop report yet, please visit this page. 1. Go to ...
Cyrious SMS - Export Report Install Guide
These steps help you install the LoyaltyLoop report on your Cyrious SMS sever version 8.0 or greater. The following section should only be completed once; doing these steps multiple times will create multiple LoyaltyLoop reports and can result in ...
Cyrious SMS - Export Guide
1. On the Cyrious SMS toolbar at the top of the program, click “Reports”, then “LoyaltyLoop”. If you cannot find this report, please review our one-time installation guide to configure Cyrious SMS. 2. On the window that pops-up, adjust your ...
C-Systems Infinity - API Automation Guide
The C-Systems Infinity LoyaltyLoop (formerly Survey Advantage) feature allows OPE dealers using Infinity to schedule and automatically send customer contact information electronically to LoyaltyLoop, enabling the dealer to send their customer an ...
Corebridge - Export Guide
STEP 1: Log into Corebridge. Enter your username and password, then click Login. STEP 2: Click on “Sales Module” and scroll down to click on “Management” STEP 3: On the Management Module screen click “Global Settings” STEP 4: Click on ...
Corebridge - API Automation Guide
Corebridge and LoyaltyLoop have integrated their software to make it even easier for you to use our services. The integration will enable Corebridge users to automatically generate the data needed for LoyaltyLoop to drive your 5-Star customer ...
CDK Lightspeed - Export Guide
Creating Custom Reports (CDK Lightspeed) Getting Started Tip: There are many preset custom reports that you can use. If there is a report that is similar to what you need, you can copy that report and edit as needed to create your own. The custom ...
Calyx Point - Export Guide
Follow these instructions to add the LoyaltyLoop "Closed Loans" report to your Point Reports List. LoyaltyLoop worked closely with the Professional Services Team at Calyx to ensure that all the essential data elements have been included in this ...
Antera - Export Guide
1. Click on Reports in the left-hand menu. 2. Find the “Recent Transactions” report in the listing. The report can also be found by using the Report Name search box. 3. Click on the box in the upper-right that shows a date range. And choose ...
ActivePOS - Export Guide
This document will show how to set up a report template in Activity POS that can be exported for the LoyaltyLoop service. From the Home Screen click on Marketing found at the left hand side. When the Marketing menu appears click on Marketing found ...