How to set up the CenterEdge Software - Patch Integration

Getting Set Up

1. Tell your Patch sales, onboarding, or customer success representative that you are a CenterEdge customer.

2. Let them know you’d like to activate the CenterEdge integration.

3. Confirm how far back you’d like Patch to pull revenue and event data up to 5 years. (ex: January 1, 2023). 

4. After we receive your details, the Patch and CenterEdge Software teams will begin the data sync and we’ll reach out if we have any questions.

CenterEdge Software Recommended Settings

For CenterEdge data to work optimally with Patch we recommend to configure the CenterEdge software settings with.

1. Confirm with CenterEdge Support that Stage is enabled and communicating properly. This is required to add a booking link to Patch messages.
2. Set email and/or phone to required in Advantage Manager Console > Customers > Customer Options > Waivers Tab
   1. These options only show in Manager Console if your business is still on Legacy Waivers. If on Phoenix Waivers the option will not be available.

What Happens next?

Patch begins syncing your contacts and order history from CenterEdge. After the initial sync, all new activity (orders, events, etc.) keeps your Patch contact list up to date automatically.

Once syncing is complete you can:

• Review and clean your customer list in Patch (our team can help with this)
• Segment customers by profile data or behavior
• Trigger Automations using synced order and event data
• Send targeted SMS and email campaigns based on automatic CenterEdge updates

Questions? Our customer support team is here to help!

If you need help or need assistance determining next steps, please contact our Customer Support team by phone at 888.605.4429 or email at success@patchretention.com.