The Podium integration enables EVOPOS to sync Contact Attributes and SMS sent from EVOPOS.


Requirements

  • Podium account
  • EVOPOS version 2.09.650 or greater


Setup

To setup the Podium integration you will need access to EVOPOS settings and a Podium account with the appropiate permissions.

  1. Create the integration and login to Podium
  2. Navigate to Settings\Integrations and click New
  3. Name the integration Podium
  4. Now edit and choose the format of Podium
  5. Click the Podium Login option and follow the steps
  6. Select your location
  7. Choose what attributes you would like to sync
  8. Save


Attributes

Sync contact data and information with Podium Contact Attributes.

  • Last Invoice Date
  • Last Invoice Value
  • Total Spend
  • Last Service Date
  • Units
  • Source


Please contact us with any further suggestions


Sync

Setup a schedule to sync your data with Podium

  1. Navigate to Settings\Workstations\Scheduler
  2. Create a new schedule
  3. Set the type to integration sync
  4. Choose your Podium integration
  5. Set the frequency to daily and your prefered time
  6. Save