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Overview

Our integration with Okendo makes it easy to reward customers for linking accounts and making retail purchases. We’ll show you how to set up your program with Okendo and make the most out of this integration.

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Get your Okendo credentials

Sign in to your Okendo admin and navigate to Settings -> Integrations -> Credentials. You’ll need two values:
  • User ID — the unique user ID for your store
  • Merchant REST API Key — click Generate to create one
okendo credentials

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Connect your Okendo account

Sign in to the Subtotal Dashboard and connect your Okendo account to enable the integration. Navigate to Integrations -> Okendo -> Connect. Click the Connect Okendo button. connect okendo Provide your Okendo User ID and Merchant REST API Key, then click Save Integration. set okendo credentials You should now see an Active status on the Okendo integration page. okendo active

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Configure actions

After connecting, configure the actions Subtotal should send to Okendo. Each action maps a Subtotal event (e.g. an account being linked, a purchase being made) to a custom earning rule you’ve set up in Okendo. okendo integration settings
SettingDescription
Customer identifierThe field on the connection used to identify the customer in Okendo. The Subtotal Okendo integration currently only supports identifying customers by Email.
ActionsOne or more event-to-earning-rule mappings. Each action specifies the event type, retailers it applies to, and the Okendo earning rule ID.
To add an action, click Add action and choose an event: choose an event Each action requires:
FieldDescription
Eventaccount.linked (fired when a customer links a retailer account) or purchase.created (fired for each purchase Subtotal collects).
Action nameA human-readable label for this action.
RetailersRestrict the action to specific retailers, or apply it to all.
Okendo earning rule IDThe Action ID of the custom earning rule you configured in Okendo.
See Rewarding linked accounts and Rewarding purchases for how to set up the matching custom earning rules in Okendo.

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Customer identification

The Okendo integration identifies customers by their email address. How the email is captured depends on your setup:
  • Shopify app — the customer’s email is captured automatically from their Shopify profile. No additional parameters needed.
  • API integration — include the email field when creating a connection via POST /connections. Without it, Subtotal won’t be able to identify the customer in Okendo.