Integration between Rule and Sitoo

Rule has a ready-made integration with Sitoo that makes it easy to view and save customer and order data in both Sitoo and Rule. The integration creates the opportunity to set up advanced programs for communication around customer clubs, loyalty programs, digital receipt copy, marketing automation and more. Thanks for your purchase, Retention and Winback.

The integration is free to use for the Rule's customers and you can activate it yourself in a few simple steps.

How is Sitoo and Rule integrated?

Rule settings

  1. Sign in to Rule and go to the developer page
  2. Click "New API Key". The API key is an important security credential,so treat it with care, like a password.
  3. Click "Copy". Now you have the API key in your computer's clipboard, and now you're done in Rule!

Settings in Sitoo

  1. Sign in to your Sitoo backoffice. 
  2. Then click Settings - Custom CRM (Figure 1). If you don't see this menu selection, please let me know they can help activate the module.
  3. Then please add the link in the field "API URL". (Figure 2)
  4. Paste the API key from your computer's clipboard (Mac cmd+v, Win ctrl+v) in the "API Token" box. 
  5. Under the heading "Registration of new contact" and "Update of contact" check that at least one of the fields email and telefonummer are set as "Displayed and can be edited" / "Shown and editable"
  6. Click "Save/Spara" in the lower right corner (Figure 2), to save your settings.

Now the link is activated and you can try to put a customer and order in Sitoo POS. After successfully purchasing, the data will be visible in Rule. Groups and custom field automatically after the first completed purchase. Examples of how it might look in Rule, see later in this article, under the heading "What data is displayed in Rule?".

Then there's only one mandatory step left: group "Sitoo orders" as "historical". This means that not only the last order is saved, but instead each order is saved by itself. While you are there, you can also click in "Sitoo-order" and make 

Now you're done with the most important settings in both Rule and Sitoo - well done!  

What advanced settings are available in Sitoo?

Below are settings that are not required for the integration to work, but could create even more opportunities, for advanced usage. 

Note The new Sitoo-Address, Sitoo-Contact, Sitoo-Order groups are designed to be automatically managed between two computer systems. We do not recommend making manual updates to that data. Should you do so, it is very important to use exactly the data fields and formats that are already in use. If incorrect fields or data formats are added here, these customers may no longer appear in Sitoo POS: 

Other settings and required fields for registration (Figure 2)

What you fill in as "search placeholder" is what the store staff sees when they search for the customer in Sitoo POS. Phone and email are searchable in Rule, we therefore recommend that you write "Phone or email" or "Phone or email".

Here you can select mandatory fields for customers to enter. In Rule it is possible to search for, and save people with email and/or mobile phone (not e.g. social security number). We therefore recommend not to require an email or phone, but to let the customer choose for themselves. Some customers ask us about the possibility of 

Custom CRM (Figure 3)

Registration of new contact - Under custom crm you have the option to choose the information you want customers to be able to enter, which is then sent to Rule as a custom field. We recommend keeping the number of fields low, so registration is quick and smooth in the store, it may be for example. be enough with email, mobile phone, first name, last name.

Update of contact - Here you can select fields that can be updated afterwards by the customer or you. Here it is possible to select more fields, so the customer can add more data afterwards, e.g. address and age, if desired.

Fig. 1

Figure 2

How does it work in Sitoo POS?

If you click Add customer, you have the option to add a new customer, or find an existing one.

You have the option to either search by phone number or e-mail address (not e.g. social security number).

A common question is whether the possibility of searching for e.g. email with easier match so that you do not have to write the entire email exactly as it should be. However, it is based on a GDPR persperktiv so that you have to write the exact value to get the customer up. Our tip is to primarily ask for mobile numbers, but to give the customer the opportunity to register emails afterwards, if they want.

If the customer is exists previously, the customer card will appear, which os fetched from Rule. Now you have the opportunity to see contact details and the latest purchases:

If it's a new customer, it will look like this, if you click OK, the customer will be able to post their details. These fields are also something you set before in the Sitoo backoffice depending on what kind of data you want to collect:

Example of receipt:

What data is displayed in Sitoo?

After you activate the integration, the system is ready to receive new registration of customers at checkout. After new customers have been added, you can see their customer cards and previous orders directly in Sitoo POS (see pictures above).

Do you also want to see other order data in Sitoo POS, which is already in Rule eg. from an e-commerce, it is also possible. In this case, your Rule account needs to be configured for this purpose, please guide you further.

What data is displayed in Rule?

The data from Sitoo is saved as Custom fields, which appear on the Customer Card in Rule (see picture). 

They are saved in the "Sitoo-Address", "Sitoo-Contact" and "Sitoo-order" groups.

Note! You must set the "Sitoo order" as "historic". This allows each order to be saved individually, and not just the most recent. It is done in Rule on this page

For more information on how to set up marketing automation feeds klicka här.

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