About this Guide
The Printer's Plan - LoyaltyLoop integration allows order data generated from Printer's Plan to automatically flow into LoyaltyLoop.
LoyaltyLoop offers a few automations for Printer’s Plan. An integration for cloud-hosted Printer’s Plan which is recommended, a LoyaltyLoop Agent for locally-installed Printer’s Plan, and an Integration for locally-installed Printer’s Plan.
Additionally, this integration requires a valid LoyaltyLoop account. For information about obtaining a LoyaltyLoop account, please visit the following site: https://loyaltyloop.com/
Printer's Plan Settings
This integration requires that you are running the 2023 version of Printer's Plan or higher and requires the Printer's Plan API (version 12/8/2022 or later).
To enable the integration, navigate to the Settings tab and open the Third Party Integrations folder. In this folder select, Custom Integrations, and the Custom Integrations window will appear:
In the Custom Integrations window, double-click on LoyaltyLoop, and the following window will appear:
The Custom Integrations window has the following fields and options:
Enabled: This field must be checked to enable the LoyaltyLoop integration.
Secret: This is a required field that stores the secret key. The secret key authenticates the integration between Printer's Plan and LoyaltyLoop. You can enter any string of characters in this field as the secret key. This same exact text will also have to be entered in LoyaltyLoop.
Endpoint: This field is not currently used as part of the LoyaltyLoop integration.
Sign in to LoyaltyLoop as an Admin User and go to Settings. If you have more than one location, click the location. Under Data Management, click Integrations and then select Printer’s Plan from the drop-down.
Enter your Host, API Token, select your Survey and click Save Changes. Use the default selection for Port or contact Printer’s Plan support for your port number.
LoyaltyLoop is now connected to your Printer’s Plan.
Locally-Installed Printer's Plan
To enable the Agent for locally-installed Printer’s Plan, it is recommended to set up a time with LoyaltyLoop’s Support Team by emailing them at email@example.com or calling 888-552-5667.
For further assistance on configuring the LoyaltyLoop settings, please refer to the following page: LoyaltyLoop Integration Settings or contact LoyaltyLoop support at (888) 552-LOOP (5667) or firstname.lastname@example.org.
Your "Printers Plan hostname" will be your API link: ###.###.###.###/planweb/api/LoyaltyLoop.ashx
If you need clarification as to your API link, please reach out to the support team and we can assist.
The automation includes the most common fields related to a Printers Plan Job record. The data is sent to LoyaltyLoop when you set the DateShipped field. If you do not see a field that you require, please let us know and we'll be happy to look into adding it. Please email our support team (email@example.com) with the name of the field(s) needed.
1. Email 8. Location 15. DateIn
2. First 9. Company Name 16. Job Number
3. Last 10. Adress 17. Job Title
4. Title 11. Address2 18. DateShipped
5. Phone 12. City 19. CSR
6. Cell 13. State 20. Sales Rep
7. CusNo 14. Zip 21. Total
Once the integration is enabled, LoyaltyLoop automatically captures order data from Printer's Plan. The integration is designed to return jobs (Orders or History) where the date shipped falls within the requested date range.