Heartland Retail Point of Sale - Integration Guide for Loyalty & Referrals

      Heartland Retail Point of Sale - Integration Guide for Loyalty & Referrals

        Article summary


        Loyalty & Referrals
        Supported plans

        Premium, Enterprise

        eCommerce Platform

        Shopify, Shopify Plus, BigCommerce, Salesforce Commerce Cloud, Adobe Commerce (Magento), Custom

        Hyperspace is a digital agency with an award-winning team of designers and developers. Hyperspace specializes in providing design, development, and integrations for hundreds of solutions used by retail, education, and government institutions. 

        Heartland’s strategic areas:

        Business Process Management (BPM)
        BPM is the ability to automate internal processes and connect internal systems together. It has been a driving force in the market that continues to grow. When different internal systems are able to communicate and cooperate with each other, it boosts efficiency and productivity across the board.

        Omni-Channel Integrations
        Omni-channel integration enables retailers to market, sell, and serve customers in a way that creates an integrated and cohesive customer experience no matter how or where a customer reaches out.  It connects your in-store solutions to your online solutions and marketplaces. Your customer can be shopping online, by telephone, or in-store, and the entire experience is seamless.

        Benefits of Yotpo and Heartland Retail Point of Sale

        The Hyperspace Yotpo Connector will let you:

        • Gain points for purchasing in-store (in addition to online). You can selectively choose to include or exclude specific orders in Heartland Retail from earning points. For example, if you have an outside third-party ecommerce solution that creates sales in Heartland Retail, you can exclude them from earning points if Yotpo is already connected to it. This will ensure that double points are not earned for the same sale.
        • Redeem existing points to get discounts on a sale generated in the Point of Sale.
        • Add new customers to the loyalty program directly from the Point of Sale.
        • The Hyperspace connector will automatically create discount coupons to use in the store when an offer is redeemed for a specific customer.
        Please note:
        Orders received from Heartland will appear with a 'Custom / API' mention in the Loyalty admin under Customers > Purchase history > Channel. The Heartland order ID will appear under the Order id column.

        Earning points for in-store sales and adjusting points for returns

        The Hyperspace YotpoConnector lets customers earn loyalty points in Yotpo for sales completed in Heartland Retail. Completed orders and completed refunds in Heartland will be sent (via API) to Yotpo to increase or decrease the balance of points in a customer’s loyalty account. This will ensure that points are added and removed due to in-store sales and returns. 

        If you are using an ecommerce integration that syncs online sales and online returns back to Heartland Retail, these transactions can be included (or excluded if you already have Yotpo integrated into your ecommerce platform).

        Please note:
        If you are using the Hyperspace connector for an ecommerce integration (Magento, WooCommerce, Shopify), or a direct ecommerce connector provided by Yotpo, Hyperspace will exclude these sales and returns from adding or removing loyalty points when they sync with the Point of Sale. This will ensure that customers are not earning double points for online stores that sync to the Point of Sale.

        Checking the balance

        The Hyperspace Yotpo Connector will let employees look up an existing customer's loyalty point balance, tier level, and check available offers directly from the sales screen in the Point of Sale.

        Using Loyalty offers in-store

        The Hyperspace Yotpo Connector will sync offers created in Yotpo to the Point of Sale as coupons (discounts).  Based on the selected customer, the sales screen will show the loyalty point balance and available offers. The employee will select the offer and the sale will be updated accordingly.

        The Hyperspace Yotpo Connector will automatically reduce the point balance in the customer’s account when the sale is completed and paid in full, in the Heartland Retail Point of Sale. If the sale is not completed, (e.g. credit card declined), there will be no adjustment to the point balance in the customer’s account.


        Sales in Heartland Retail that initiated a decrease in the point balance will be tracked. If a return is initiated in Heartland Retail for one of those sales, Hyperspace will increase the customer's loyalty point balance.

        Connecting Yotpo and Heartland Retail Point of Sale

        To connect Yotpo and Heartland, contact your Heartland representative at contact@hyperspacehq.com, or go to https://hyperspacehq.com/contact.

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