Boulevard Integration via Zapier
- Aathirai Somasundaram
- Janani Sekar
Overview
Boulevard is a CRM/POS tailored for appointment-based businesses, notably in the wellness, beauty, and personal care industries. It provides a range of tools for managing client appointments, optimizing business operations, and delivering personalized experiences.
Key Functions of Boulevard
Appointment Scheduling: Enables clients to book, reschedule, and cancel appointments, with real-time availability across multiple providers.
Client Management: Centralizes client profiles, service history, preferences, and payment data, enhancing personalization.
Payment Processing: Supports secure transactions, including payments, refunds, and tipping.
Experience.com’s Boulevard Integration
A new data ingestion source, the Boulevard system (Online Appointment Management Software) is integrated with XMP to automatically capture key data from completed appointments and trigger more targeted marketing/CX campaigns.
Prerequisites for Boulevard Integration
Boulevard uses Zapier’s technology to integrate with Experience.com and other integrations. To integrate with Boulevard via Zapier, you will need:
A Zapier Starter package plan ($19.99/mo)
An API key from your organization’s Boulevard instance
An API key from your account’s ingestion set up in the XMP
Obtain an API Key from your Account’s Ingestion Setup
To create a new configuration, navigate to the Account Settings page and open the Ingestion Settings. Find and select Boulevard, and then click the blue “Add New Connection” button.
Once the connection is created, some information is required to verify and activate it.
Give the connection a name.
Enter a point of contact for the integration. This is someone that Experience.com may contact if an ingestion error occurs or if a re-configuration is needed for the integration.
Once a connection name and point of contact have been established, click the blue Verify & Connect button.
When the Boulevard configuration has been verified and connected, click back into it to access the API Key.
Locate the API Key and click the copy button to copy it to your computer’s clipboard.
Configuring the Boulevard Integration
To configure the integration between Boulevard and Experience.com, you will first need to create a Zap within Zapier. Then, a trigger should be added so that transactions are only ingested when an appointment is completed. Once a trigger has been added, a zap action can be created for Experience.com to retrieve the information. Finally, the data from Boulevard has to be mapped to fields available via Zapier. Once the fields are mapped properly, the connection can be finalized.
Take the following steps to get started:
Create a Boulevard Zap in Zapier
Log in to Zapier, then click Create Zap.
Click 1. Trigger to start building the Zap.
The steps to connect Boulevard with Zapier are given in the link here.
Add a Filter to the Zap
Click 2. Action, then search for and select Filter (only proceed when a condition is set. Under the Filter setup & testing section, set the condition if required).
Create an Action for Experience.com to Retrieve the Data
Once the condition has been set, Add another action by clicking the + button below the filter.
Search for and select Experience.com. For the event, enter Retrieve Boulevard Transactions.
Click Continue. When the Account menu expands, click Sign in to log in to your Experience.com account.
Map Boulevard Fields to XMP Fields
When the Action menu expands, each field from Boulevard needs to be mapped to an Experience.com field. For each field provided on the screen by Zapier, type or insert the corresponding field from Boulevard:
Boulevard fields | Zapier fields |
|---|---|
Appointment Id | appointment_id |
Client Id | client_id |
Location Id | location_id |
Order Id | order_id |
Start At | start_at |
End At | end_at |
Location business name | business_name |
Location name | name |
Timezone associated with the location | timezone_with_location |
Booked By (CLIENT or STAFF) | booked_by |
Client firstname | client_first_name |
Client lastname | client_last_name |
Client name | client_name |
Client email | client_email |
Client mobile phone | client_phone |
Client date of birth | client_date_of_birth |
appointment service Id | appointment_service_id |
appointment service service name | appointment_service_name |
appointment service staff id | staff_id |
appointment service staff first name | staff_first_name |
appointment service staff last name | staff_last_name |
appointment service staffRequested flag | staff_requested_flag |
appointment service start at | service_start_at |
Tag ID | tag_id |
When the fields have all been mapped, click Retest & Continue to test that data is pulling into all of the places it should be.
Finally, click Done Editing, then turn the Zap on with the toggle at the top of the page.
Once the Zap is enabled, data will be pulled in from Boulevard and into Experience.com for transaction ingestion. Because of the API connection within the integration, data is transferred more often than on a daily basis. Transactions will typically be processed within hours of the status update.
Payment details will not be captured. Integration captures data only for future completed appointments. This integration has been implemented using Zapier, leveraging the existing Boulevard authorization. So, data will be captured using the "Appointment Completed" status within Boulevard.