This article provides is a guide on how to connect your Re:amaze account with your CheckoutChamp CRM. Re:amaze is not a plugin in CheckoutChamp. All configuration is done at Re:amaze.
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Re:amaze CheckoutChamp Integration Documentation can be found here
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Step 1:
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Add an API User for Re:amaze
Navigate to Settings → REST API to obtain these credentials.
Be sure to save/copy all fields as they will be required for the CRM setup.
Step 2: Verify that the Integration and Widget were successfully created.
Integrations can be found in Settings → General → Integrations. You should see an HTTP integration named “CheckoutChamp Integration”.
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The CheckoutChamp Integration pulls orders from the CRM based on email address used in the ticket.
If the customer exists the widget on the right will populate with the customer’s order data. Please see below.
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Step 4: Verify the Macros were successfully created.
Macros can be found in Settings → Automation → Macros. Once on the Macro page you should see 10 CheckoutChamp macros.
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CheckoutChamp Full Refund - Allows for a Gorgias rep to issue a refund for a particular order.
CheckoutChamp Partial Refund - Allows for a Gorgias rep to issue a partial refund for a particular order.
CheckoutChamp Shipping Address Change - Allows for a Gorgias rep to change shipping address details tied to an order.
CheckoutChamp Billing Address Change - Allows for a Gorgias rep to change billing address details tied to an order.
CheckoutChamp Cancel Order - Allows for a Gorgias rep to cancel an order. Can issue full refunds.
CheckoutChamp Customer Note - Allows for a Gorgias rep to add a note to a customer record in the CRM.
CheckoutChamp Customer Update - Allows for a Gorgias rep to update info on a CRM customers record.
CheckoutChamp Cancel Subscription - Allows for a Gorgias rep to cancel a CRM Subscription.
CheckoutChamp Pause Subscription - Allows for a Gorgias rep to pause a CRM Subscription.
CheckoutChamp Update Subscription Bill Cycle - Allows for a Gorgias rep to update a CRM Subscription.
CheckoutChamp Update Subscription Products - Allows for a Gorgias rep to update a CRM Subscription.
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Follow the instructions here to add an API User in CheckoutChamp. Take note of the loginId and password for Step 2.
After creating the user go back to edit and save the user again
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The user must have only “REAMAZE” listed in the IP Whitelist field. Do not list any other IP addresses. |
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The user must have access to the following endpoints:
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Step 2: Configure Re:amaze
Login to Re:amaze and navigate to Settings → Custom Module
Enter the following for Custom module url. Replace {loginId} and {password} with the credentials from Step 1.
https://api.checkoutchamp.com/plugin/reamaze/?loginId={loginId}&password={password}
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Step 3: Test Re:amaze
Orders are retrieved from CheckoutChamp based on the email address used in the ticket.
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