Integrating with SunLync
When it comes to managing your contacts and keeping your business operations running smoothly, integrating SunLync with Referrizer can be a game-changer. This integration allows Referrizer to tap into SunLync's contacts, ensuring that your databases are always up-to-date and in perfect sync.
By integrating SunLync with Referrizer, you eliminate the need for redundant data entry and manual syncing. This means that you can focus on your tasks within SunLync, knowing that Referrizer is taking care of the rest.
Getting started
To set up the integration, we require read-only access to your SunLync database. This access will allow us to view the necessary data and synchronize it with Referrizer. Rest assured, we will not make any changes to your SunLync database.
Once we have the required access, our team will review the data and implement the integration. We'll ensure that only the mandatory data needed for integration are being reviewed. To request this integration reach out to our support team.
What's supported
The list below provides a comprehensive reference of the data synchronization between Referrizer and SunLync. 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.
SunLync to Referrizer
The following attributes are synced over to Referrizer from SunLync.
Contacts
| First name | Synced initially, Synced daily |
| Last name | Synced initially, Synced daily |
| Phone | Synced initially, Synced daily |
| Available in the CRM, but we don't currently sync it to Referrizer system | |
| Address (Street) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Address (City) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Address (State) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Address (Zip) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Address (Country) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Gender | Synced initially, Synced daily |
| Birthday | Synced initially, Synced daily |
Subscriptions
| Email subscription | Synced initially |
| Text subscription | Synced initially |
Visits and bookings
| Number of visits | N/A |
| Checkins (visits) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Referred by | N/A |
| Appointments | N/A |
| Services | Synced hourly |
| Classes | N/A |
| Purchases | Yes |
| Last Purchases Service/Item | N/A |
| Last Purchases Date | N/A |
| Last Booking Name | N/A |
| Last Booking Date | N/A |
| Last Visit Date | Synced initially |
| CRM Member (Y/N) | Yes |
| Membership Comments | Available in the CRM, but we don't currently sync it to Referrizer system |
| Contract Start Date | N/A |
| Contract Name | N/A |
| Contract Expiry | N/A |
| Contract Ended | N/A |
Referrizer to SunLync
One-Way Sync
Currently, this integration supports one-way sync, except from email and text subscription status, meaning all other data flow only from SunLync to Referrizer. Referrizer will not push other data back to SunLync, ensuring that your SunLync data remains unchanged. This setup ensures that your SunLync information is accurately reflected in Referrizer without altering your SunLync system.
Potential for Future Sync from Referrizer to SunLync
If needed or requested, we have the potential to expand this integration to include two-way sync in the future. This would allow for data to be transferred from Referrizer to SunLync as well, providing more flexibility. We're continuously improving our integrations and will consider this enhancement based on user feedback and demand.
| First Name | Available in the CRM, but we don't currently sync it to Referrizer system |
| Last Name | Available in the CRM, but we don't currently sync it to Referrizer system |
| Phone | Available in the CRM, but we don't currently sync it to Referrizer system |
| Available in the CRM, but we don't currently sync it to Referrizer system | |
| Address (Street) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Address (City) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Address (State) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Address (Zip) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Address (Country) | Available in the CRM, but we don't currently sync it to Referrizer system |
| Gender | Available in the CRM, but we don't currently sync it to Referrizer system |
| Birthday | Available in the CRM, but we don't currently sync it to Referrizer system |
| Tags | Available in the CRM, but we don't currently sync it to Referrizer system |
| Email subscription | Synced initially |
| Text subscription | Synced initially |
| Input source | Available in the CRM, but we don't currently sync it to Referrizer system |
| Referral type | Available in the CRM, but we don't currently sync it to Referrizer system |
Custom Loyalty Program
Our custom loyalty program, designed for businesses using Referrizer, allows you to reward customers based on specific actions like social media sharing, posting reviews, referring friends, and purchasing select services. Points are automatically tracked and synced between Referrizer and Sunlync, with real-time updates for certain actions and hourly updates for others. Customers can redeem their points for exciting rewards such as free services, discounts, and store credits. Additionally, members can earn points for their ongoing membership, with special rewards for reaching milestones. This personalized program helps boost customer retention, drive more meaningful engagement, and create a unique experience for your business.
Your loyalty program can be applied only to members!
Our custom loyalty program rewards active members based on specific actions such as social media sharing, posting reviews, referring friends, and purchasing select services. Points are tracked and synced between Referrizer and Sunlync in real-time or on an hourly basis, depending on the action. To ensure points are only awarded to active or frozen members, we’ve added a setting specific to Sunlync integrations.
When this setting is enabled, only active or frozen memberships are eligible to earn and redeem points. If a member cancels their membership, their points are reset to zero. However, if their membership is frozen, points remain intact. If they rejoin, they will start fresh, without the ability to regain any prior points.
Customers can redeem their earned points for exciting rewards like free services, discounts, and store credits, offering a seamless, engaging experience that boosts customer retention and enhances loyalty.
This personalized, membership-based program ensures a focused, high-quality reward experience for your most committed customers.