# Altegio

### Overview

The Boomerang integration with **Altegio** allows you to automatically earn **stamps, cashback, or multipass** based on customer visits and payments recorded in Altegio.

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### Connecting the Integration

⚠️ **Important**

* Use **only** this domain:\
  [**https://app.boomerangme.cards**](https://app.boomerangme.cards)
* Set up the integration **inside a sub-account**, not in the agency account.

#### Connection Steps

1. In the **same browser**, open your **Altegio account** in a new tab using **full admin access**.\
   This step is required.
2. Make sure your loyalty card is **active** (green indicator).
3. Go to **Settings → Integrations** in Boomerang.
4. Scroll down and click **Altegio – Connect**, exactly as shown in the instructions.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FWqBhuw6YQx5TTP7dUtya%2Funknown.png?alt=media&#x26;token=3838eee7-e0bd-4401-9e3e-1242ac7c5f54" alt=""><figcaption></figcaption></figure>

4. You will be redirected to **alteg.io**. Follow the steps and click **Connect**, then **Continue**.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FWks5fpKt460U6CvrJb5w%2Funknown.png?alt=media&#x26;token=0808b9ee-250b-4f97-91cf-c0a8b399cf5f" alt=""><figcaption></figcaption></figure>

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FAdsS5dZXR5VYfpHUqqgO%2Funknown.png?alt=media&#x26;token=1a3cb98a-4d20-449b-b060-bb699bb5692c" alt=""><figcaption></figcaption></figure>

4. Return to **Boomerang**. You will see that the integration has been created. Click the **pencil icon** to continue setup.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2Fjfp0JGFaDIxz2ghPBPZh%2Funknown.png?alt=media&#x26;token=c7e10598-09f1-46f4-9b04-1d7a1e559fdd" alt=""><figcaption></figcaption></figure>

4. You will see a request to add a user. Copy this email address: **<alteg.io@boomerangme.cards>**\
   and click **fix it**.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FcVRY6tOeG2yrycYcdlIZ%2Funknown.png?alt=media&#x26;token=3a744275-b725-4610-ab08-5003b94ce98d" alt=""><figcaption></figcaption></figure>

4. You will be redirected to **Altegio** to add a new user. Paste the email address and open **Access rights**.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2Ft1QkljdMdyaJATuaoMBI%2Funknown.png?alt=media&#x26;token=a65e02bf-662e-4032-882d-998236cbffe7" alt=""><figcaption></figcaption></figure>

#### User Permissions in Altegio

⚠️ **Important.** Do **not** click **Invite** before assigning permissions.

Assign the following permissions exactly as shown in the screenshots:

* In the **Settings** section — enable all checkboxes

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FZdhfDMaqyiXwluoIIDwX%2Funknown.png?alt=media&#x26;token=406172ea-a311-404d-94f5-38a9a523e622" alt=""><figcaption></figcaption></figure>

* In the **Loyalty** section — enable all checkboxes

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2Fp6ERb4R7DSkqDAuYIrvU%2Funknown.png?alt=media&#x26;token=cfc8aed9-a5b3-40ef-877f-8346fe73cf02" alt=""><figcaption></figcaption></figure>

* In the **Clients** section — enable all checkboxes

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2Fc5GUX9fiLuXpb21AohJV%2Funknown.png?alt=media&#x26;token=f8a54065-26b9-42f9-b6e0-4f43cf76d27c" alt=""><figcaption></figcaption></figure>

After that, click **Invite**.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FAvVR6Lau06YBliDrhE27%2Funknown.png?alt=media&#x26;token=535f2093-43c1-4ad5-8b2e-46242c4fc12a" alt=""><figcaption></figcaption></figure>

User setup is now complete.&#x20;

Return to **Boomerang** — you will see the integration card settings table.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FdJlGlvzzmM9WJcGUXEbA%2Funknown.png?alt=media&#x26;token=740266ba-8e0c-40d5-b466-5ffedbc709ae" alt=""><figcaption></figcaption></figure>

### Card Settings

All settings can be edited later by clicking the **pencil icon**.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FyV88X7osWniFSlp0oLcv%2Funknown.png?alt=media&#x26;token=7687d76e-f42f-46fd-8f96-35cc998f8a45" alt=""><figcaption></figcaption></figure>

#### Cashback Card

⚠️ The cashback card must be configured in **Altegio** in advance\
(*Loyalty → Card types and promotions*).

**Recommended settings:**

* **Sync with card** — select the required card
* **Integration data priority** — Yes
* **Data sending** — Yes
* **Card delivery channel** — Yes (if messaging is enabled in Altegio)
* **SMS via integration** — Yes (if messaging is enabled)
* **Email via integration** — No
* **Add new clients** — Yes
* **Cashback** — select the card type from Altegio

### How to Set Up a Cashback Card in Altegio

Before connecting a cashback card to Boomerang, you must configure it directly in **Altegio** according to Altegio’s own loyalty rules. This setup is done in the **Card Types** and **Promotions** sections shown above.\
Because cashback logic and conditions are fully controlled by Altegio, we recommend contacting **Altegio support** if you need guidance on how to configure these settings correctly.

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2FATokhH9LzUVZuePAU1oW%2Fimage.png?alt=media&#x26;token=f0b8b8d9-dc29-44bf-92c4-69759bd61ea6" alt=""><figcaption></figcaption></figure>

<figure><img src="https://121681468-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FBfW4nnOu4AysbkbyxNug%2Fuploads%2F5hZS5NxVwMeXjFlhSBKx%2Fimage.png?alt=media&#x26;token=e0bbb8b1-c937-400e-a4bf-764b88f10bd9" alt=""><figcaption></figcaption></figure>

When integrating with Boomerang, the cashback card will be **linked to a card type created in the Card Types section**, and Boomerang will use this existing configuration without changing its mechanics.

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#### Stamp Card

⚠️ No setup is required in Altegio.

**Recommended settings:**

* **Sync with card** — select the card
* **Integration data priority** — Yes
* **Data sending** — Yes

⚠️ **Do NOT select “Card delivery channel”**

Enabling this option will trigger mass WhatsApp messages with card links, which may result in your account being blocked for spam.

* **SMS via integration** — No
* **Email via integration** — No

**Stamp Accrual Logic**

* **Use visits instead of bookings** — usually Yes
  * 2 visits per day = 1 stamp
* **Check financial operations** — Yes\
  (the stamp is awarded only after payment)
* **Count products** — usually No

**Accrual Rules**

Most commonly used:

* **Purchase / service completed**

Additional options:

* receipt amount greater than N
* for every N currency units
* for specific products or services (by ID)

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#### Multipass Card

⚠️ The multipass must be configured in **Altegio** in advance\
(*Loyalty →* multipass *types*).\
We recommend confirming the setup with **Altegio support**.

**Recommended settings:**

* **Sync with card** — select the card
* **Integration data priority** — Yes
* **Data sending** — Yes
* **Card delivery channel** — Yes (if messaging is enabled)
* **SMS via integration** — Yes
* **Email via integration** — No
* **Services** — select all

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### Client Synchronization

After configuring the card settings, **synchronize clients from Altegio**.

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### Integration Complete

Once client synchronization is finished, the integration setup is **successfully completed**.