coreSTORE - Integrations: SmartWavier
In this guide, we will walk you through the process of linking Smartwaiver to your coreSTORE system. By completing this integration, your customers will be able to fill out waivers that are securely stored on file. This connection will automatically create new customer profiles from completed waivers or update the waiver information for existing customers.
Click on My Account
First, log in to your Smartwaiver account and click on the My Account button from the navigation menu.
Click on API KEYS
Navigate to API Keys as we will need to generate an API Key for the coreSTORE connection.
Click on CREATE NEW API KEY
Key Label
In the Key Label field, it is recommended to give the key a descriptive name, such as coreSTORE, especially if you plan to integrate Smartwaiver with multiple programs.
Click on SAVE API TOKEN
Copy Key
Use the Copy Key button to copy your API key. You will need to enter this into the coreSTORE platform in the next steps.
Click on Settings
In coreSTORE, navigate to the Company menu and locate the Settings submenu. From there, find the Smartwaiver settings in coreSTORE.
Click on Smartwaiver
Navigate to the Smartwaiver settings menu to open the configurable options for Smartwaiver.
Smartwaiver API Key
Paste the API key you copied from Smartwaiver into the API Key field.
Click on WEBHOOKS
Back in your Smartwaiver account settings, navigate to the Webhooks section, as we need to establish the endpoint to coreSTORE.
Click on ENABLE ACCOUNT LEVEL WEBHOOKS
Copy Smartwaiver Webhook URL
In your coreSTORE Smartwaiver settings, copy the Smartwaiver Webhook URL to paste into your Smartwaiver account settings.
Your Webhook URL
Paste the webhook URL you copied in the last step into the corresponding field in your Smartwaiver settings.
Send Webhooks Options
It is important to understand the following when saving your webhook settings: If the Send Webhooks option is set to only send the webhook after email validation is complete, your customer will not instantly appear in coreSTORE when a waiver is completed. It is recommended to send the webhook without email verification for immediate processing. Save your changes.
Click on SHOW WEBHOOK PRIVATE KEY
After saving your changes in the previous step, locate the Show Webhook Private Key button. We will need to copy this key and paste it back into coreSTORE to complete the setup.
Click on COPY PRIVATE KEY
Paste Webhook Private Key
Now, back in your coreSTORE instance, paste your Webhook Private Key into the corresponding field.
Click on Save
Click on Smartwaiver
Navigate back to your Smartwaiver settings in coreSTORE.
Click on Setup
Click the Setup button, and you should receive a confirmation from the API call indicating that the setup is working correctly.
Current Waiver
In the Current Waiver field, ensure that you select your active waiver from Smartwaiver.
Click on Save
Fill out your waiver
Now let's test the connection to ensure everything is working properly. Navigate to your waiver on your website or through the backend of Smartwaiver, and complete a test waiver.
Verification
In your Sales screen, search for the customer you just completed the test waiver for. You should see the client in your customer list, and when added to a transaction, you will now see the waiver distinction under their customer profile.
Click on My Account
First, log in to your Smartwaiver account and click on the My Account button from the navigation menu.
Click on API KEYS
Navigate to API Keys as we will need to generate an API Key for the coreSTORE connection.
Click on CREATE NEW API KEY
Key Label
In the Key Label field, it is recommended to give the key a descriptive name, such as coreSTORE, especially if you plan to integrate Smartwaiver with multiple programs.
Click on SAVE API TOKEN
Copy Key
Use the Copy Key button to copy your API key. You will need to enter this into the coreSTORE platform in the next steps.
Click on Settings
In coreSTORE, navigate to the Company menu and locate the Settings submenu. From there, find the Smartwaiver settings in coreSTORE.
Click on Smartwaiver
Navigate to the Smartwaiver settings menu to open the configurable options for Smartwaiver.
Smartwaiver API Key
Paste the API key you copied from Smartwaiver into the API Key field.
Click on WEBHOOKS
Back in your Smartwaiver account settings, navigate to the Webhooks section, as we need to establish the endpoint to coreSTORE.
Click on ENABLE ACCOUNT LEVEL WEBHOOKS
Copy Smartwaiver Webhook URL
In your coreSTORE Smartwaiver settings, copy the Smartwaiver Webhook URL to paste into your Smartwaiver account settings.
Your Webhook URL
Paste the webhook URL you copied in the last step into the corresponding field in your Smartwaiver settings.
Send Webhooks Options
It is important to understand the following when saving your webhook settings: If the Send Webhooks option is set to only send the webhook after email validation is complete, your customer will not instantly appear in coreSTORE when a waiver is completed. It is recommended to send the webhook without email verification for immediate processing. Save your changes.
Click on SHOW WEBHOOK PRIVATE KEY
After saving your changes in the previous step, locate the Show Webhook Private Key button. We will need to copy this key and paste it back into coreSTORE to complete the setup.
Click on COPY PRIVATE KEY
Paste Webhook Private Key
Now, back in your coreSTORE instance, paste your Webhook Private Key into the corresponding field.
Click on Save
Click on Smartwaiver
Navigate back to your Smartwaiver settings in coreSTORE.
Click on Setup
Click the Setup button, and you should receive a confirmation from the API call indicating that the setup is working correctly.
Current Waiver
In the Current Waiver field, ensure that you select your active waiver from Smartwaiver.
Click on Save
Fill out your waiver
Now let's test the connection to ensure everything is working properly. Navigate to your waiver on your website or through the backend of Smartwaiver, and complete a test waiver.
Verification
In your Sales screen, search for the customer you just completed the test waiver for. You should see the client in your customer list, and when added to a transaction, you will now see the waiver distinction under their customer profile.
Updated on: 10/22/2024
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