Sale
The sale originates in the ERP or in channels connected to the ERP.
Bling Integration
Connect Bling to the Smartbis loyalty program.
The integration allows processing sales and importing customers from the ERP automatically to activate cashback, points, vouchers, and communications after purchase.
Operation origin
Loyalty engine
Connected flow
Integration ready
01
Sale processedOrder or sale registered in Bling.
entry02
Customer identifiedBuyer data enters into the relationship.
Customer03
Benefit calculatedCashback, points, and vouchers follow their rules.
loyaltySynchronization
Smartbis receives the necessary data.
Rule
The program calculates the benefit.
Return
The customer is prompted to buy again.
Step by step
How to activate integration with Bling.
The flow below is the expected path to connect the store, validate data, and prepare the program to operate after purchase.
STEP 01
Connect Bling
Access the Integrations menu on the Smartbis control panel and click Connect on the Bling card. Then authorize access so that sales and customers can be synchronized.
STEP 02
Authorize store access
The store manager validates the connection to allow required orders and customer data to be read by the integration.
STEP 03
Define program rules
Choose how cashback, points, vouchers, validity, and campaigns should behave for online sales.
STEP 04
Test a reference sale
Validate if the order, customer, and benefit appear correctly before releasing the operation.
STEP 05
Activate automatic communication
After validation, Smartbis begins to operate balance messages, benefits, redemption, and repurchase.
What connects
The integration transforms ERP sales into relationships.
Smartbis uses operation events to recognize the customer, apply rules, and keep returns working without relying on manual campaigns.
Sale processed
Registered sale in Bling serves as a trigger to generate benefit according to the configuration.
Automatic import
ERP customers are automatically added to Smartbis, with relationship data to monitor balance, benefit, and return.
Cashback, points, and vouchers
Rules define how much the customer earns and how they will be notified. The use of vouchers is manually validated when the ERP does not control promotional coupons.
WhatsApp Marketing
Automatic messages notify the customer about benefits, redemption, and next steps.
After the connection
The program continues running after the customer makes a purchase.
The integration is not only technical. It creates a routine to turn Bling sales into repurchases, redemptions, and return monitoring.
Balance generated from the orderThe benefit can consider purchase value, campaign rules, and operational conditions.
Manual voucher validationSince ERPs generally do not automatically validate promotional coupons, the use of the voucher is checked manually during the operation.
ERP customers are added to the databaseSmartbis organizes history, contact, and behavior for future actions.
Automatic messages after the saleWhatsApp Marketing and email reduce reliance on manual campaigns to bring the customer back.
Common questions about Bling and Smartbis.
Do I need to change my ERP?
No. The integration works with the existing operation, using sales and customers from Bling as the source for the loyalty program.
Is the voucher automatically validated in the ERP?
No. Since the ERP does not control the promotional use of the Smartbis voucher, the redemption validation must be done manually during the operation.
Can I use Bling with e-commerce and physical store at the same time?
Yes. The integration with ERP can coexist with e-commerce, POS, import, or manual operation, maintaining a single relationship strategy.
Bling activation
Request activation
Connect your management to the loyalty program.
Use sales and customers from the ERP to create cashback, points, vouchers, automatic communication, and new reasons for the customer to buy again.