Automatically export customer contacts from Setmore to Serviceminder

Setmore Support avatar
Written by Setmore Support
Updated over a week ago

This integration once enabled lets you seamlessly transfer your Setmore customer listing to the contacts list on Serviceminder. After activation, new customer contacts created in your Setmore account will be pushed automatically to your Serviceminder target list.

This integration exports any customer contact added to your account from the Setmore Booking Page, the admin calendar, and any other Booking Page integration.

Connect Setmore and Serviceminder

  1. Navigate to Integrations, then scroll down click on the Serviceminder integration card.

2. Click Connect in the integration tile.

3. First, select Contacts as your trigger.

4. In the ServiceMinder integration login window, enter the username and password of your ServiceMinder account. Click the Sign In button to continue.

5. Log in to your Serviceminder account, navigate to Administration > Control Panel

6. In the Control Panel, select API Keys.

7. Copy your Setmore API key code.

8. Paste the API key from Serviceminder, and then click Continue.

9. Choose the target list in Serviceminder where Setmore contacts will be exported to, and click Continue.

10. Map the Serviceminder fields to those of Setmore and then click Continue.

11. Click Test in the Test Integration page to confirm if the target mapping was successful.

12. A Test Success message will appear, confirming the successful activation of the integration. You will be able to see the results of the Test sync, and then click Finish. A pop-up window will appear in Setmore that confirms the integration is activated.

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