ABC Financial/ABC Fitness Integration

First login to your Referrizer account.

Then click your name in the top right corner.

Next click Integrations.

Then click ABC Financial.

Enter the required information for ABC integration. Club Name and Club Number, this should be located in your ABC Financial account. The club-number is a 4-digit whole number that uniquely identifies an ABC club.

All four digits are required. For club numbers beginning in zero, the zero is required.

Example: Club 0309 is a valid club number. Club 309 is invalid.

Then click Activate Integration.

On the following screen you will receive access to the Authorization Form. Please print, sign and email to abc Financial. If you are a corporate franchise you may have to send to corporate for authorization first.

****Note there is a new email to send these requests to, so please include both email addresses: [email protected]

If authorization form was already submitted and approved, then integration should start in about 10 minutes. All active users for this club will be sync'd to the Referrizer System.

After initial sync, each check-in from abc Financial will be registered in our system. At the time of launch please turn on the toggles to engage your customers in text and email.

What's supported

The list below provides a comprehensive reference of the data synchronization between Referrizer and ABC. The following table outlines all data attributes that are synchronized between the two platforms.

Use this document to understand which specific data elements are transferred in this integration, helping you maximize the functionality of your connected systems. The table shows exactly which fields are supported and in which direction data flows.

ABC to Referrizer

The following attributes are synced over to Referrizer from ABC.

Contacts

First name	Synced every hour
Last name	Synced every hour
Phone	Synced every hour
Email	Synced every hour
Address (Street)	N/A
Address (City)	N/A
Address (State)	N/A
Address (Zip)	N/A
Address (Country)	N/A
Gender	N/A
Birthday	N/A

Subscriptions

Email subscription	N/A
Text subscription	N/A

Visits and bookings

Number of visits	N/A
Checkins (visits)	Hourly
Referred by	N/A
Appointments	N/A
Services	N/A
Classes	N/A
Last Purchases Service/Item	N/A
Last Purchases Date	N/A
Last Booking Name	N/A
Last Booking Date	N/A
Last Visit Date	N/A
CRM Member (Y/N)	No
Membership Comments	N/A
Contract Start Date	N/A
Contract Name	N/A
Contract Expiry	N/A
Contract Ended	N/A

Referrizer to ABC

The following attributes are synced over to ABC from Referrizer.

First Name	N/A
Last Name	N/A
Phone	N/A
Email	N/A
Address (Street)	N/A
Address (City)	N/A
Address (State)	N/A
Address (Zip)	N/A
Address (Country)	N/A
Gender	N/A
Birthday	N/A
Tags	N/A
Email subscription	N/A
Text subscription	N/A
Input source	N/A
Referral type	N/A

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