SRS is an ERP system for retail to store and use their data, stocks and sales in their processes. Because customer and sales data is particularly important for Spotler Activate to achieve further optimization and personalization, a connection has been built to get this data into Spotler Activate.
SRS is an ERP system for retail to store and use their data, stocks and sales in their processes. Because customer and sales data is particularly important for Spotler Activate to achieve further optimization and personalization, a connection has been built to get this data into Spotler Activate.
Activate the SRS connector
In the settings of your Spotler Activate Merchant you can find the FTP details for your account.
If you do not see the FTP details in your settings, please send a message to our support department and let us know for which merchant(s) you want to activate this. There are no additional costs involved. SRS needs the username and password to set up the connection on their side. Please note that we only show the password once, so keep it safe!
On the Apps page you will find the SRS link. When the FTP is activated for your account, you will see the button ‘Enable SRS’. This does nothing until SRS starts exporting files, so you can do this safely.
This adds a folder ‘srs’ to your FTP, where they can place the files later. In addition, a field mapping opens to determine where we can add the data from the SRS files. There are two configuration screens for linking fields; one for the customer files and one for the purchases.
Import customers
The deduplication is done on the SRS customer number. If the SRS number does not yet exist and an email address is present, we will look up the email address and add the SRS number to this existing profile. You can find the SRS customer number at the bottom of the profile under External identifiers (where you can also find the cookies, for example).
When the profile has been found or created, we will fill the profile based on the linked fields. A number of fields are linked to the Spotler Activate fields (left) by default and you can link custom fields yourself, for example.
The SRS customer number is added underwater as an additional identifier, as you can see above a custom field has also been created for this, so that you can prevent it in any exports, API calls and audiences for an additional check on data.
Import orders
- Online purchases get an order number, offline purchases get an order ID based on receipt + branch + date time
- Orders with only minus amounts are entered as Return event
- Orders with both + and - (exchange) are entered as a new order
- Orders without SRS customer number or email address are skipped