Customers

Sitoo supports four different approaches for managing customer data:

1. Sitoo Native CRM - Sitoo has its own customer register
2. Omnium CRM via CRM SPI v2 - Use Omnium's customer register through Sitoo's CRM Service Provider Interface
3. Voyado as CRM via Omnium CRM SPI - Use Voyado as the CRM with Omnium acting as intermediary through CRM SPI
4. Voyado as CRM (Direct) - Sitoo connects directly to Voyado for CRM, with order import handling customer resolution

Option 1: Sitoo Native CRM

When using Sitoo's native customer register:

• Customers are created in Omnium from customer information on orders
• There is no dedicated customer information synchronization
• Customers are not automatically created in Sitoo when orders are created in Omnium
• Customer data flows from Sitoo to Omnium via order events only

This is the default configuration and requires no additional setup.

This is not recommended

Option 2: Omnium as CRM via CRM SPI v2 (Recommended)

Using Omnium's customer register allows Sitoo POS to interact directly with customer data stored in Omnium. This enables full customer management capabilities including search, create, update, and transaction history.

What We Support

The Omnium CRM SPI v2 implementation provides the following capabilities:

• Customer Search - Search for customers by mobile or email when adding to cart in POS
• Customer Lookup - Look up customers for display purposes
• Get Customer - Retrieve individual customer details
• Add Customer - Create new customers from Sitoo POS
• Update Customer - Modify existing customer information
• Transaction History - View customer purchase history
• Redeem Items - Handle bonus checks and promotions redemption
• Consents - Manage customer consent preferences

What We Don't Cover

The following CRM SPI v2 features are not implemented:

• Undo Redeem - Reversing redemptions is not implemented
• Custom Sections - Custom data sections in customer model
• Advanced Campaigns - Customized campaign activation

Configuration

Step 1: Add CRM API Key Property

Add the following property to your Sitoo connector configuration in the market settings:

{
    "key": "CrmApiKey",
    "value": "{crmapikey-value}"
}

Generate a GUID value for {crmapikey-value} (e.g., 5ebbe037-0dda-4532-8e01-eee69378095a).

Step 2: Configure Sitoo Back Office

Navigate to Settings -> General -> POS Settings -> Advanced in the Sitoo back office and configure the CRM SPI v2 endpoint:

crm:
  channels:
    -
      id: CRM_Omnium
      title: Medlem
      client_settings:
        member_number_title: Medlemsnummer
        search_types:
          - mobile
          - email
        fields_add:
          email: editable
          member_number: hidden
          name: editable
          personal_id: hidden
          mobile: editable
          invoice_address: hidden
          accepts_email: hidden
          accepts_sms: hidden
          accepts_mail: hidden
          consents: hidden
        fields_edit:
          email: editable
          member_number: hidden
          name: editable
          personal_id: hidden
          mobile: editable
          invoice_address: hidden
          delivery_address: hidden
          accepts_email: hidden
          accepts_sms: hidden
          accepts_mail: hidden
          consents: hidden
      handler:
        crm_v2:
          api_url: 'https://apitest.omnium.no/api/SitooCRM/{TenantId}/{MarketId}/'
          token: '{crmapikey-value}'
web_apps: null

Replace:

• {TenantId} with your tenant ID (e.g., DevShop)
• {MarketId} with your market ID (e.g., NOR)
• {crmapikey-value} with the same GUID from Step 1

For production environments, use https://api.omnium.no instead of https://apitest.omnium.no.

Step 3: Enable CRM SPI for Order Import

To retrieve customers from Omnium instead of Sitoo when importing orders, add the following property to your Sitoo connector configuration:

{
    "key": "UseCrmSpi",
    "value": "true"
}

Step 4: Configure Phone Number Formatting

Ensure proper phone number formatting by adding the following to your Sitoo connector configuration:

{
    "key": "MarketSpecificPhonePrefix",
    "value": "+47"
}

Adjust the country code prefix as needed for your market.

If this is not set, the global country code prefix is used, found in tenant settings under Advanced -> Formatting:

{
    "phoneNumberPrefixForSearch": ""
}

API Endpoints

The following endpoints are exposed to sitoo:

Authentication

All endpoints use HTTP Basic Authentication. The Authorization header is validated against the configured CrmApiKey value. Requests without valid authorization will receive a 401 Unauthorized response.

POS Integration Points

The CRM integration is used at the following points in Sitoo POS:

• Find Customer - Search when adding customer to cart
• Customer Card - Display customer details, bonus checks, and promotions
• Customer Purchase History - View past transactions
• Create/Edit Customer - Manage customer information
• Redeem Bonus Checks & Promotions - Apply rewards to purchase
• Refund Historic Purchase - Process returns with customer lookup

Customer Transactions

Customer transactions (purchases) are sent to Omnium via the Sitoo Events SPI (webhooks) for orders, not through the CRM SPI. See the Orders documentation for webhook configuration.

Option 3: Voyado as CRM via Omnium CRM SPI

When using Voyado as the CRM system with Sitoo connecting through Omnium's CRM SPI, Omnium acts as an intermediary between Sitoo and Voyado. In this scenario:

• Voyado is connected to Omnium through the Voyado connector
• Sitoo connects to Omnium's CRM SPI endpoints (using the same configuration as Option 2)
• Omnium forwards customer requests to Voyado and translates responses back to Sitoo

This enables centralized customer management across multiple channels while maintaining Voyado as the source of truth for customer data.

Configuration

Use the same configuration steps as Option 2: Omnium as CRM via CRM SPI v2 above. The only difference is that Omnium will be configured internally to sync and update customers between Omnium and Voyado.

Option 4: Voyado as CRM (Direct Sitoo Integration)

In this scenario, Sitoo connects directly to Voyado for CRM operations, bypassing Omnium's CRM SPI. However, when orders are imported from Sitoo to Omnium, customer data needs to be resolved.

How It Works

During POS Operations:

• Sitoo communicates directly with Voyado for customer search, display, and management
• Customer data is managed entirely in Voyado

During Order Import to Omnium:

• When an order is imported from Sitoo with CrmChannelId = "voyado"
• Omnium only receives the customerId from the Sitoo order
• Full customer resolution happens via the GetOrCreateCustomerFromOrder workflow step
• This workflow step looks up or creates the customer in both Omnium and Voyado as needed

See the Voyado documentation for detailed customer resolution logic including:

• Looking up customers in Omnium by externalId
• Looking up contacts in Voyado by contactId
• Looking up contacts in Voyado by phone/email
• Creating contacts in both Voyado and Omnium if needed

Configuration

In Sitoo:

• Configure Voyado as the CRM provider in Sitoo back office
• Set up the direct Voyado connection

In Omnium:

• Configure the Voyado connector
• Ensure the GetOrCreateCustomerFromOrder workflow step is configured with the VoyadoExporter connector
• Do not enable UseCrmSpi in the Sitoo connector settings