# 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="/files/mqycwmszDU5GEinLtB8M" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/62d9NdXSnTTLMqN2jqLK" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/Cxl1oAFeqJH94YobkEWW" 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="/files/KH9zR4vhSSqzrE6MRJdn" 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="/files/CdPKwB54pV8Jj4ETll3g" 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="/files/5CbcKaIluQ47bs6WSG9F" 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="/files/vq9ywy1t85L3PKi6bBfV" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/PchSrEDudMi2JFl2vRky" alt=""><figcaption></figcaption></figure>

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

<figure><img src="/files/xSmc0JHnP76E61Mzixi0" alt=""><figcaption></figcaption></figure>

After that, click **Invite**.

<figure><img src="/files/BZZjisXFTx0CqnzO1d5W" alt=""><figcaption></figcaption></figure>

User setup is now complete.&#x20;

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

<figure><img src="/files/YgLf85ukVlGEAcNwdVXI" alt=""><figcaption></figcaption></figure>

### Card Settings

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

<figure><img src="/files/ElgeFGYy8Lo1HSSCf19N" 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="/files/qZS0ex5e8qqYf27lz7ct" alt=""><figcaption></figcaption></figure>

<figure><img src="/files/L1rrs8AJoj1bCMXeE9PY" 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)

***

#### 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**.

***

### Integration Complete

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


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