Perksmith · integrations
Keep your tools. Connect the customer journey.
Connect your online store, accounting and customer messages to Perksmith through supported software connections or file transfers.
Your shop already has a routine. Orders arrive through one system, messages leave through another and the accountant needs the right records. Choose the connections that carry the customer journey across those moments, with a clear job for each tool.
Keep the relationship going after checkout.
Check current Shopify connection availability, synchronization limitations and setup responsibilities before planning a Perksmith rewards program.
↗tallyA busy shop day. Books you can follow.
Export supported Perksmith sales, returns, payments and reward records for Tally. Learn how to match accounting categories, import files and check totals.
↗messaging providersA welcome message. In your voice.
Use supported messaging accounts with Perksmith for branded email, SMS and WhatsApp. Understand sender setup, approvals, consent and delivery visibility.
↗api and webhooksYour checkout. Your customer promise.
Connect your website or app to Perksmith Rewards. Plan customer identity, checkout commands, purchase events, webhook handling and a complete test journey.
↗Start with the connection you need
Shopify: Automatic customer, order, discount and refund synchronization is not currently available. Review your store’s options first. Shopify availability.
Tally: Match exported records to your accounting categories, called ledgers, export supported records and import the file into your Tally company. See the Tally workflow.
Messaging providers: Use supported accounts to send branded customer messages, with the right sender setup, approvals and consent. Choose your messaging route.
API and webhooks: Use the API to connect rewards to your own website or app; webhooks notify your systems when supported events occur. Explore API and webhooks.
Give each connection a clear job
Your online store needs a confirmed purchase-capture route and customer checkout. A Tally export needs a ledger mapping and import. A messaging account needs sender approval and permission to contact the customer.
Understand what moves between systems, in which direction and who handles it. That makes setup easier to plan and gives your team somewhere to start when something needs attention.
Keeping your existing billing software?
Reward Desk offers a staff-operated reward route alongside billing you want to keep. Staff enter the external bill; automatic transfer needs a supported connector. You can add customer rewards without treating every POS as the same integration.
Take one connected journey first
Tell us which systems you use and what customers should experience. We’ll help identify a supported route and show what your team handles along the way.
A retailer completes a sale in Counter, follows up through a supported messaging account and exports the period for Tally. The customer gets a relevant, consented invitation; the owner sees reward spend; the accountant imports the mapped records. Each connection serves a different part of the day.
Questions about connecting your tools
Is everything automatic?
No. APIs and events automate supported flows. Tally uses file export/import; Reward Desk includes staff bill entry.
Can I keep the tools we already use?
Often, yes. Your exact system and required data flow determine the connection, permissions and setup work.
Who sets it up?
Your team provides accounts, business rules and application work. We help you understand the Perksmith route; any assisted setup has its own agreed scope and terms.
Everyday sales. Lasting relationships.