Learn the basics of how Spree integration works.
Who maintains the integration? #
The Spree integration with Gladly is built and maintained by Upside.
Basic scope #
Gladly reads Customer data such as name, contact information, and order details from Spree and adds them to the Customer’s Profile.
Spree allows Customer purchases from verified/registered accounts and guests’ purchases without signing into their account.
APIs used for the integration #
The Lookup Adaptor 
is used to pull Customer and order details from Spree. A detailed technical overview of the integration can be found in the project repository .
How the integration works #
As a pull-based integration, once connected to Gladly, Customer Profiles are automatically linked (if auto-linking is enabled) to matched accounts in Spree. Agents can also link a Customer Profile to Spree manually regardless of whether the Customer has a verified account or has only purchased as a guest.
The Spree connector supports returning the following Customer Profile properties. Remember that you can customize this by customizing the gem :
- Name – Verified Customers only. This is empty for guest Customers.
- Email – Verified Customers only. This is empty for guest Customers.
- Phone – The default billing address phone number will be added to the existing phone numbers for verified Customers.
- Address – Currently, if there are many addresses in Spree for a Customer, only one address can be synced with Gladly. Company names or phone numbers associated with an address are not synced.
- Profile Link – Direct link to the Customer in the Spree admin panel. Only populated for verified Customers.
- Order Count – Total number of orders made by the Customer both as a verified Customer and as a guest.
- Guest Order Count – Total number of orders made as a guest without being logged into their account.
- Lifetime Value – Total value of orders made both as a verified Customer and as a guest.
- Member Since – Date when the Customer registered as a Customer. This is empty for guest Customers.
On top of the usual Gladly order fields in this integration, we additionally have the following fields:
- Order Status – By default, only completed orders will be returned. You can, however, configure this here
. - Guest – Whether the order was made through guest checkout.
Product Fields
On top of the usual Gladly product fields in this integration, we additionally have the following fields:
- SKU
- Unit Price
- Total
- Quantity
Events in the Conversation Timeline #
By default, the connector supports sending two types of events into the Conversation Timeline: “Order Created” and “Order Adjusted” (e.g., refund). You can easily send additional events into Gladly by customizing the gem (developer support will be required).
