Springbig + Profitek

Springbig + Profitek Integration Guide

Welcome to the Springbig + Profitek POS Integration Guide!

In this course you will learn more about: 

  • The Profitek installation process
  • The member experience
  • The visit experience
  • Processing refunds
  • The voiding process
  • How to sync historical transactions

 

Let’s get started!

Springbig + Profitek Integration Guide

User interface is subject to change at the discretion of your POS provider. For the most accurate and up-to-date information, please consult your POS provider directly.

Part 1: Installation

  1. Please reach out to your account manager regarding your auth token.
    Note: One auth token issued per Profitek account.

  2. In Profitek, navigate to the Springbig tab on the top menu

  3. Next, click Upload Sales Transaction Parameter

  4. then, select the Config sub-tab

  5. Insert your auth token (ensure there are no spaces before or after)

Click Save F12

Part 2: Member Creation

1. On the main screen, click Sales/Refund

2. On the top of the POS page, enter the customer name or phone number. If it’s a new customer, the profile pop-up will be displayed, to fill in any additional customer information.

3. For the full name to properly send, ensure to parse by adding in the following order

    1. The last name

    2. A comma

    3. A space after the comma

    4. The first name

    5. For example, {last_name}, {first_name}

4. Next, click Add F8

5. The following member attributes will send to Springbig:

    1. First name

    2. Last name

    3. Address1

    4. Address2

    5. City

    6. Postal code

    7. Email

    8. Phone number

    9. Birthday

Note: Members only send after the transaction is processed. Ensure the member is tagged to the transaction.

Part 3: Visit Experience

1. On the main screen, click Sales/Refund

2. Direct to the top of the POS adding either the phone number or customer name

3. Add items to cart

4. Once ready to checkout, click Total F12 on the bottom right

5. Enter amount

6. Select payment method

7. Click OK F12

8. The following visit attributes will send to Springbig:

    1. Full name

    2. Location

    3. Order source

    4. Transaction total (NOTE: points are issued pre-taxes)

    5. Final total

    6. Subtotal

    7. Total taxes

    8. Product name

    9. Category

    10. Brand

    11. Item price

    12. Total Price

    13. Quantity

    14. Sku

    15. Unit of weight

    16. Payment method

    17. Amount currency

    18. Pos user id

    19. Pos visit id

Part 4: Refunds

1. On the main screen, click Sales/Refund

2. Direct to the Txn Refund ^F6 button on the bottom of the sales screen:

    1. Enter intended invoice

    2. Select which items

3. Or enter a negative quantity on the sales screen to process refund:

    1. Add intended items to refund

    2. Click the Qty F5 button on the bottom left

    3. Enter negative quantity

Part 5: Voids

1. On the main screen, click Display/Void

2. Select the intended transaction

3. Click Void F10

Note: Ensure to void a transaction before your daily close has been processed.

Part 6: Syncing Historical Transactions

  1. Direct to the Springbig tab on the top menu

  2. Click Upload Sales Transaction Parameter

  3. Click the Upload sub-tab

4. Enter theTxn # (transaction id) which can be found:

– On the main screen, click Display/Void

– On the furthest left column, select intended Txn #

5. Ensure to select the transaction when to start the historical transaction sync.

    1. For example, if the desired timestamp is 1/11/2023 9:00 AM, then select the Txn # for that timestamp. The selected Txn # will send along with all visits following that transaction

6. Enter desired time window

7. Click Save F12

Note: Ensure the intended Txn # since it cannot be modified afterwards.