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How To Setup The Patch - RedpointHQ Integration

Use this guide to connect RedpointHQ to Patch so customer, membership, calendar, order, invoice item, and discount code data can sync into Patch.

In this article

Before you start

To complete this setup, you need:

  • Admin access to RedpointHQ
  • The RedpointHQ add-on enabled on your Patch account
  • The ability to create API keys in RedpointHQ
  • The ability to create custom SQL reports in RedpointHQ

For multi-location accounts, the RedpointHQ integration should be configured from the Patch parent account, not from individual child accounts.

Step 1: Create a RedpointHQ API key

A RedpointHQ admin must create and provide an API token.

  1. Log in to RedpointHQ.
  2. Go to Manage.
  3. Open Organization & Settings.
  4. Select API Keys.
  5. Click + Add API Key.
  6. Copy the API key.

You will need to enter this API key in Patch during setup.

Step 2: Find your RedpointHQ organization subdomain

Patch also needs your RedpointHQ organization subdomain.

Your subdomain is the organization-specific part of your RedpointHQ URL.

For example, if your RedpointHQ URL uses:

climbinggym5

then your RedpointHQ organization subdomain is:

climbinggym5

Do not include the 3-letter facility code in the subdomain.

For example, if you see something like:

climbinggym5-upt

use only:

climbinggym5

The upt portion is a facility code, not part of the organization subdomain.

 

Step 3: Gather facility codes for multi-location accounts

If your RedpointHQ account has multiple locations, provide the 3-letter facility code for each child location.

Each child location should have its own facility code.

Example:

Patch child location RedpointHQ facility code
Uptown Climbing UPT
South Climbing SOU
North Climbing NOR

These codes help Patch map RedpointHQ data to the correct child account.

Step 4: Create the required SQL reports in RedpointHQ

Before the sync can run, three custom SQL reports must be created in RedpointHQ.

The report names must match exactly.

Report name Purpose
PATCH_CUSTOMERS Incremental customer sync
PATCH_ENROLLMENTS Membership and calendar sync
PATCH_INVOICE_ITEMS Order line items and discount codes

The SQL code for each report is available in Patch under:

Account Settings > RedpointHQ

Copy the SQL from Patch and use it to create the corresponding reports in RedpointHQ.

Important: The integration will not verify or run if any of these three reports are missing or named incorrectly.

 

Step 5: Email your Patch Onboarding Manager

After the required RedpointHQ setup is complete, email the following information to your onboarding rep:

  1. RedpointHQ API Key

  2. RedpointHQ Subdomain

 

Troubleshooting

The integration will not verify

Confirm that all three required reports exist in RedpointHQ and are named exactly:

  • PATCH_CUSTOMERS
  • PATCH_ENROLLMENTS
  • PATCH_INVOICE_ITEMS

The sync will not verify or run if any report is missing or named incorrectly.

The organization subdomain is not working

Make sure you entered only the RedpointHQ organization subdomain.

Do not include the 3-letter facility code.

Example:

Correct:

climbinggym5

Incorrect:

climbinggym5-upt

Data is syncing to the wrong location

For multi-location accounts, review the facility code mapping in Patch.

Each child location should be mapped to the correct 3-letter RedpointHQ facility code.

Contacts are not syncing

Confirm that contact sharing is enabled in RedpointHQ Admin Settings.

Also confirm that the PATCH_CUSTOMERS report exists and was created using the SQL from Patch > Account Settings > RedpointHQ.

Membership or calendar data is not syncing

Confirm that the PATCH_ENROLLMENTS report exists and was created using the SQL from Patch > Account Settings > RedpointHQ.

Order line items or discount codes are not syncing

Confirm that the PATCH_INVOICE_ITEMS report exists and was created using the SQL from Patch > Account Settings > RedpointHQ.

Summary

To set up the RedpointHQ + Patch integration, a RedpointHQ admin must provide the API token, organization subdomain, and facility codes for multi-location accounts. The required SQL reports must also be created in RedpointHQ using the exact report names provided by Patch.

Once the API token, subdomain, facility codes, SQL reports, and contact sharing settings are configured, Patch can verify the integration and begin syncing RedpointHQ data.