πŸ”΄Altegio

Boomerang Integration with 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.


Connecting the Integration

⚠️ Important

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 β†’ Integrations in Boomerang.

  4. Scroll down and click Altegio – Connect, exactly as shown in the instructions.

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

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

  1. You will see a request to add a user. Copy this email address: [email protected] and click fix it.

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

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 β€” enable all checkboxes

  • In the Loyalty section β€” enable all checkboxes

  • In the Clients section β€” enable all checkboxes

After that, click Invite.

User setup is now complete.

Return to Boomerang β€” you will see the integration card settings table.

Card Settings

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

Cashback Card

⚠️ The cashback card must be configured in Altegio in advance (Loyalty β†’ Card types and promotions).

Recommended settings:

  • Sync with card β€” select the required card

  • Integration data priority β€” Yes

  • Data sending β€” Yes

  • Card delivery channel β€” Yes (if messaging is enabled in Altegio)

  • SMS via integration β€” Yes (if messaging is enabled)

  • Email via integration β€” No

  • Add new clients β€” Yes

  • Cashback β€” select the card type from Altegio


Stamp Card

⚠️ No setup is required in Altegio.

Recommended settings:

  • Sync with card β€” select the card

  • Integration data priority β€” Yes

  • Data sending β€” Yes

⚠️ Do NOT select β€œCard 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 β€” No

  • Email via integration β€” No

Stamp Accrual Logic

  • Use visits instead of bookings β€” usually Yes

    • 2 visits per day = 1 stamp

  • Check financial operations β€” Yes (the stamp is awarded only after payment)

  • Count products β€” 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)


Multipass Card

⚠️ The multipass must be configured in Altegio in advance (Loyalty β†’ multipass types). We recommend confirming the setup with Altegio support.

Recommended settings:

  • Sync with card β€” select the card

  • Integration data priority β€” Yes

  • Data sending β€” Yes

  • Card delivery channel β€” Yes (if messaging is enabled)

  • SMS via integration β€” Yes

  • Email via integration β€” No

  • Services β€” select all


Client Synchronization

After configuring the card settings, synchronize clients from Altegio.


Integration Complete

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

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