Connecting Advocado CRM to Craveva

Overview

Prerequisites

• Active Advocado account
• Advocado API access (contact Advocado support)
• API credentials
• Craveva AI account

Step 1: Request Advocado API Access

1. Contact Advocado support team via their website
2. Request API access for Craveva AI integration
3. Provide your business information:
4. Once approved, you'll receive:

• - Company name
• - Advocado account details
• - Integration use case
• - API Key: Your authentication key
• - API Secret: Your secret key (if applicable)
• - API Documentation: Access to Advocado API documentation
• - Base URL: Advocado API endpoint

Step 2: Connect Advocado in Craveva

1. Log in to your Craveva AI dashboard
2. Navigate to Data Sources → Connect New Data Source
3. Select REST API connector
4. Choose CRM & Loyalty Programs category
5. Enter connection details:
6. Click Test Connection
7. If successful, click Save

• - Name: "Advocado CRM"
• - Base URL: https://api.advocado.app/v1 (or provided URL)
• - Auth Type: API Key or OAuth (as provided)
• - API Key: Your Advocado API Key
• - API Secret: Your API Secret (if required)
• - Account ID: Your Advocado account identifier

Step 3: Configure Advocado Endpoints

• Customers: /customers - Customer profiles and data
• Transactions: /transactions - Purchase history
• Loyalty Points: /loyalty/points - Loyalty points and rewards
• Campaigns: /campaigns - Marketing campaigns
• Segments: /segments - Customer segments
• Rewards: /rewards - Reward programs
• Analytics: /analytics - Customer analytics

Step 4: Create Advocado Agents

Customer Management Agent

1. Automate customer data synchronization
2. Update customer profiles
3. Segment customers automatically
4. Personalize customer experiences

Loyalty Program Agent

1. Track loyalty points and rewards
2. Analyze redemption patterns
3. Optimize reward programs
4. Predict customer lifetime value

Customer Engagement Agent

1. Automate marketing campaigns
2. Send personalized offers
3. Track campaign performance
4. Optimize engagement strategies

Customer Insights Agent

1. Analyze customer behavior
2. Identify high-value customers
3. Predict churn risk
4. Recommend actions

Available Data

• Customers: Customer profiles, contact information, and preferences
• Transactions: Purchase history, order details, and spending patterns
• Loyalty Points: Points balance, earning history, and redemption records
• Campaigns: Marketing campaigns, promotions, and offers
• Segments: Customer segments and classifications
• Rewards: Reward programs, tiers, and benefits
• Analytics: Customer analytics, engagement metrics, and insights

Use Cases

Automated Customer Data Management

• Sync customer data from POS systems
• Update customer profiles automatically
• Maintain data consistency across systems
• Reduce manual data entry

Loyalty Program Optimization

• Track loyalty program performance
• Analyze redemption patterns
• Optimize reward structures
• Increase customer retention

Personalized Marketing

• Segment customers automatically
• Send targeted campaigns
• Personalize offers and promotions
• Track campaign effectiveness

Customer Insights

• Analyze customer behavior
• Identify trends and patterns
• Predict customer lifetime value
• Optimize customer engagement

POS Integration

• StoreHub
• MEGAPOS
• Qashier
• And other major POS platforms

E-commerce Integration

• Shopify
• WooCommerce
• And other major platforms

Integration with POS Systems

• Capture customer transactions
• Update loyalty points
• Sync customer data
• Track purchase history

Troubleshooting

• Contact Advocado support to request API access
• Provide business justification
• Wait for approval
• Follow up if needed

• Verify API key is correct
• Check API access is enabled
• Ensure account ID matches
• Verify network connectivity
• Check API base URL

• Wait for initial data sync
• Check Advocado has customer/transaction data
• Verify API permissions
• Ensure date filters are correct
• Test endpoint manually

• Regenerate API key if expired
• Check API key format
• Verify authentication method
• Contact Advocado support

Best Practices

• Data Privacy: Handle customer data securely
• Rate Limiting: Respect API rate limits
• Sync Frequency: Balance real-time vs. batch updates
• Error Handling: Implement robust error handling
• Customer Consent: Ensure compliance with data privacy regulations

Next Steps

• Set up customer data synchronization
• Create loyalty program analytics
• Build customer engagement campaigns
• Generate customer insights reports
• Integrate with POS and e-commerce systems