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Business Integration and Requirements

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Please enter the full legal name of your business as officially registered, including any suffixes that indicate your business structure (e.g., LLC, Inc., Corp., etc.). This ensures that all formal documents and agreements are accurately prepared in accordance with legal requirements.
Legal address of the business
Please provide the complete legal address of your business, including street number, street name, city, state/province, and zip/postal code. This address must match the one registered with your legal or governmental authority, as it will be used for official documentation and correspondence related to the Statement of Work (SOW). Ensure all details are accurate to avoid any discrepancies in legal documents.
Please select whose Master Service Agreement (MSA) we will use as the foundation for our working relationship. The MSA outlines the terms and conditions under which our services are provided and protects both parties during our engagement.
Please list all Point of Sale (POS) software systems your business currently uses that you need us to integrate with. Provide the names of these systems, separating each one with a comma. This information will help us understand your technical requirements and ensure a smooth integration process.
Please list all e-commerce platforms your business uses that you need us to integrate with. Specify the names of these platforms, separating each one with a comma. This detail is crucial for tailoring our services to fit your online sales channels and ensuring seamless integration with your current systems.
Please enter the total number of physical store locations your business operates. This information helps us understand the scale of your retail operations and tailor our integration services accordingly. If you do not have any physical locations, please enter '0'.
Please specify the total number of distinct brands your business operates. Include all brands under your management, even if they are sold or represented across different store locations or platforms. If your business operates under a single brand, please enter '1'. This information helps us understand the diversity of your operations and tailor our services to meet all your brand needs.
Please enter the total number of transactions your business processed in 2023 across all physical store locations. This should include every type of transaction, such as sales, exchanges, and returns. Accurately reporting this number helps us understand the volume of your business activities and ensures we can tailor our integration services to effectively support your operational needs.
Please enter the total number of e-commerce transactions your business processed in 2023. This includes all transaction types conducted through your online platforms, such as sales, exchanges, returns, and others. Providing an accurate count is crucial for us to gauge the volume of your e-commerce activities and to customize our integration services to suit your specific operational requirements.
Please specify the total number of unique customer records currently in your database. This figure should reflect the count of distinct customers, regardless of the number of transactions or interactions each may have had with your business. Accurate information on your unique customer records is essential for us to understand the scale of your customer base and to tailor our data integration and management solutions accordingly. If you are unsure, please provide an estimated count.

Technical Requirements

Required Lookups
Please select the types of lookups that will be required for our Order Recall solution to function effectively with your system. Check all that apply. This information helps us ensure compatibility and efficiency in retrieving the necessary data for order recalls.
Historical Data Ingestion (HDI) Required
To ensure a seamless integration of our services with your existing systems, it’s important for us to understand the extent of historical data that needs to be ingested. Historical Data Ingestion (HDI) involves transferring past transactional and operational data into our system to enable comprehensive analysis and reporting. Please provide details about the volume and type of historical data your business plans to ingest.
Digital Receipt Requirements
Please select the method(s) by which you prefer to deliver digital receipts to your customers. Your selection will help us customize the digital receipt functionality to suit your business's and your customers' needs. If digital receipts are not required for your operation, you can select 'Not Required'.
Receipt Preference Tracking
Would you like to enable the feature to track and store customers' digital receipt preferences? This functionality allows us to remember a customer's preferred receipt delivery method (email or SMS), eliminating the need for them to select their preference during each transaction. Enabling this feature can enhance the customer checkout experience by making it faster and more personalized. Please select 'Yes' if you wish to utilize this customer-centric feature, or 'No' if you prefer not to track these preferences.
Need for Receipt Lookup Application
Would your business benefit from our web-based Receipt Lookup application? This application allows users to quickly and easily look up any transaction from a web-enabled device, providing immediate access to transaction details and digital receipts. An example use case includes verifying a customer's purchase by looking up their receipt when needed, such as when a customer walks out the door and requires purchase confirmation. Please select 'Yes' if you foresee a need for this application in your operations, or 'No' if it is not necessary for your business.
Online Access to Comprehensive Transaction Data
Do you wish to enable a feature that allows customers to view their complete transaction history, including both in-store and online purchases, through your e-commerce site? This functionality provides customers with the convenience of accessing their full purchase history in one place, enhancing transparency and trust. It can be particularly valuable for loyalty programs, returns, exchanges, and customer service inquiries. Please select 'Yes' if you want to offer this level of access to your customers, or 'No' if you prefer not to implement this feature.
Customer Data Cleanup Requirements
As part of the data import process, do you require deduplication and standardization of customer data? Deduplication involves identifying and removing duplicate records to ensure each customer has a single, unique profile in the system. Standardization refers to the process of bringing all customer data into a consistent format, such as standardizing addresses or names. These steps are crucial for maintaining a clean, organized, and efficient database, which can significantly enhance customer relationship management and marketing efforts. Please select 'Yes' if you need these data cleanup services, or 'No' if your data is already prepared for import without these processes.
Third-Party Integration Requirements
Please select the types of third-party integrations your business requires. These integrations can enhance your operational efficiency and marketing effectiveness by connecting our solution with other platforms you use. Check all that apply. If you require integrations with platforms not listed here, please select 'Other' and provide details.
If there are any other specific requirements, needs, or details about your business operations or the services you expect from us that have not been addressed in this form, please provide them here. This could include unique operational challenges, specific customizations, additional services, or any other information that will help us better understand and meet your needs. Your detailed input is invaluable for tailoring our solutions to fit your business perfectly

Select Your Point of Sale

Select Your Point of Sale

Select Your Point of Sale

Select Your Point of Sale

Select Your Point of Sale

Select Your Point of Sale

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