CRM connector - Introduction
Who is this for?
Profile | Role on this topic |
|---|---|
🔧 System Integrator (SI) | You build the CRM connector endpoint that OneStock calls during Order In Store checkout. The "How to develop" guide is your primary reference. |
⚙️ Retailer Tech Team | You own the CRM API and data model that the connector will call. You validate the OpenAPI contract and manage credentials. |
⚙️ Retailer Business Admin | You activate the CRM connector on your Order In Store sales channel via the configuration guide. |
🚀 Discovering OneStock | Read the Business Benefits and the Order In Store flow below to understand what this connector enables. |
When store teams use OneStock Order In Store, they often need to identify and manage customers as part of the order journey: finding an existing shopper, creating a new profile, or updating information before validating the basket.
Many retailers already have a central CRM that concentrates all customer knowledge (loyalty, marketing consents, segmentation, purchase history, etc.). The CRM connector extensibility is the bridge between OneStock's Order In Store and this existing CRM.
Business Benefits
For store teams
One single tool: they stay in Order In Store, no need to switch to another CRM screen.
Fast and reliable identification of customers across channels (web + store).
Fewer errors: data is maintained only once, at the right place (your CRM).
For customer experience
True omnichannel view of the shopper, whether the purchase is done online or in-store.
Consistent data used for loyalty, marketing, and service (same email, same preferences, same addresses).
Smoother checkout: customer search, creation and updates are part of one guided workflow.
For IT and Data teams
Existing CRM remains the master system for customer data.
Standardised, documented interface (OpenAPI specification in the Confluence page) simplifies integration and maintenance.
Secure calls with a signed mechanism managed by OneStock.
Where is it used in the Order In Store journey?
Within the Order In Store checkout, the CRM Hook is called at key moments:
Customer search — The store vendor types a name, email, or phone number. Result: the vendor can immediately find an online shopper or a loyal in-store customer, whatever the original channel.
Customer creation — If no suitable customer is found, the vendor can create a new profile, which will be created in your CRM.
Customer details and updates — When a customer is selected, available addresses are displayed and customer details are pre-filled. If the vendor updates the profile (name, email, phone, addresses, etc.), the CRM data is updated.
From the vendor's perspective, this is a single, seamless flow in Order In Store. From the IT and CRM side, all updates are centralised and consistent.
How to build your connector
First, activate your CRM connector for an Order In Store sales channel:
CRM connector - How to configure
Next, develop your connector: