Acuity Integration

Custom integration is only available on Powerhouse plans. If you have any other plan, you won't be able to integrate with Referrizer.

How to integrate Acuity with Referrizer

  1. Select Integrations from the dropdown menu in the top right corner

2. Scroll down and click on Acuity Scheduling

 
 

3. Enter your User ID and API Key

User ID and API Key, can be found in your Acuity account under Integrations >> API >> view credentials

4. Click on Activate Integration

To avoid sending any automated campaigns that you may have created, it is best to keep the two toggles turned off for now.

Information regarding the integration

The initial sync will pull the following data:

  • First name
  • Last name
  • Email
  • Phone
  • Last Visit

The initial sync won't provide you with the full history of previous visits (just the most recent) or reward customers with loyalty points.

All contacts that are synced will be segmented into either Leads, Current Customers, or Past Customers

  • Current customers - contacts whose last visit was within the last 3 months
  • Leads - contacts that don't have a last visit date
  • Past customers - contacts whose last visit was more than 3 months ago

You will be able to track visits and award loyalty points automatically. Referrizer can recognize a visit/purchase if your label is set as a 'Checked-In' in Acuity integration. Whenever the label 'Checked-In' has been used, the visit would be registered.  

What's supported

The list below provides a comprehensive reference of the data synchronization between Referrizer and Acuity. 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.

Acuity to Referrizer

The following attributes are synced over to Referrizer from Acuity.

Contacts

First nameSynced initially, Webhook supported
Last nameSynced initially, Webhook supported
PhoneSynced initially, Webhook supported
EmailSynced initially, Webhook supported
Address (Street)N/A
Address (City)N/A
Address (State)N/A
Address (Zip)N/A
Address (Country)N/A
GenderN/A
BirthdayN/A

Subscriptions

Email subscriptionN/A
Text subscriptionWebhook supported

Visits and bookings

Booking in FutureWebhook supported
Number of BookingsWebhook supported
Checkins (visits)Webhook supported
Referred byN/A
AppointmentsN/A
ServicesN/A
ClassesN/A
Last Purchases Service/ItemN/A
Last Purchases DateN/A
Last Booking Made OnWebhook supported
Last Booking Modified DateWebhook supported
Last Booking NameWebhook supported
Last Booking Start DateWebhook supported
Last Booking StatusWebhook supported
Last Booking TypeWebhook supported
Last Visit DateSynced initially, webhook supported
CRM Member (Y/N)N/A
Membership CommentsN/A
Contract Start DateN/A
Contract NameN/A
Contract ExpiryN/A
Contract EndedN/A

Referrizer to Acuity

The following attributes are synced over to Acuity from Referrizer.

First NameN/A
Last NameN/A
PhoneN/A
Email N/A
Address (Street)N/A
Address (City)N/A
Address (State)N/A
Address (Zip)N/A
Address (Country)N/A
GenderN/A
BirthdayN/A
TagsN/A
Email subscriptionN/A
Text subscriptionN/A
Input sourceN/A
Referral typeN/A

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